Transformation Consulting Lead

Please find the JD below:

Role Summary

We are seeking a senior CFO Transformation Consulting Lead – for Banking, Financial services and Insurance (BFSI) with a strong consulting background to originate, shape, close and dun large‑scale finance transformation programs

The ideal candidate will possess deep domain expertise in finance and proven sales leadership, with 10–15 years of professional experience. This role requires deep BFSI finance domain credibility, the ability to engage CFOs, CROs, COOs, and Audit Committees, and proven success in selling complex, regulatory‑intensive transformation programs in highly governed environments.

Key Responsibilities

• Own origination, pipeline development, and closure of CFO / Finance Transformation programs within Banks, NBFCs, Capital Markets, and Insurance firms.
• Act as a trusted advisor to BFSI CFOs and senior finance leadership on regulatory compliance, finance modernization, and value creation.
• Identify and develop new business opportunities by leveraging financial domain knowledge and industry insights.
• Shape and sell end‑to‑end BFSI CFO transformation programs, including:
• Record‑to‑Report (R2R) and Financial Close Transformation
• FP&A, Profitability, ALM & Enterprise Performance Management
• Treasury, Liquidity, Cash & Working Capital Management
• Regulatory Reporting, Finance Controls & Risk Alignment
• Finance Operating Model, Shared Services & GBS
• ERP‑led finance transformation (SAP S/4HANA Finance, Oracle, Workday Finance)
• Lead deal structuring, commercial negotiations, and governance approvals in regulated client environments.
• Collaborate with Risk, Compliance, Technology, and Delivery leaders to build integrated BFSI propositions.
• Maintain a strategic BFSI sales pipeline aligned to firm growth targets.
• Represent the organization at industry events, conferences, and client meetings, positioning the company as a thought leader in CFO transformation.
• Stay updated on market trends, regulatory changes, and emerging technologies impacting the CFO function.

Required Qualifications:

• Chartered Accountant (CA), CPA, CMA, or equivalent professional accounting qualification – Mandatory.
• MBA or equivalent postgraduate degree from a reputed institution is strongly preferred.
• 10–15 years of experience with a strong focus on BFSI CFO / Finance Transformation sales or advisory leadership.
• Proven success selling large, complex transformation programs to CFOs and senior finance stakeholders in regulated BFSI environments.
• Deep understanding of:
• BFSI accounting, financial reporting, and closing processes
• Regulatory and compliance frameworks (RBI, IRDAI, SEBI, Basel norms, Ind AS, IFRS)
• CFO priorities across cost efficiency, compliance, risk, capital, and digital finance
• Experience operating in matrixed, global consulting organizations.

Preferred Experience

• Prior role in Big 4 or Tier‑1 firms will be preferred.
• Strong exposure to one or more BFSI segments:
• Banking (Retail / Corporate / Digital)
• NBFCs & Lending Institutions
• Capital Markets
• Life & General Insurance
• Experience selling multi‑year finance transformation or managed services programs.
• Established CXO‑level relationships within the BFSI ecosystem.

Leadership Attributes

• Strong commercial ownership with CFO‑level advisory mindset.
• Ability to balance sales leadership with deep BFSI consulting credibility.
• High integrity and comfort operating in highly regulated client environments.
• Strategic, outcome‑oriented, and resilient in complex deal cycles.

Preferred Skills & Attributes

• Strategic thinker with a results-driven approach.
• Ability to articulate complex financial concepts in a clear and compelling manner.
• Exceptional communication, negotiation, and presentation skills.
• Strong analytical and problem-solving skills.
• Entrepreneurial mindset and adaptability to fast-paced environments.
• Proven ability to build and manage relationships with C-suite stakeholders.
• Experience working in multicultural and cross-functional teams.
• Network within the finance community in India.

Location & Travel

Based in India with domestic travel and selective international travel.