Regional Finance Capability and Enablement Lead

The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.

Your career with us should reflect your energy and passion. That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience. Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.

For our business, for clients, and for you Regional Finance Capability and Enablement Lead Reporting Manager Chief Global Head – Regional CFO

• Reporting & Performance Infrastructure Design and maintain standardized regional monthly reporting packs.
• Define and enforce a single regional KPI framework and reporting taxonomy.
• Replace manual recurring reports with automated outputs, and drive adoption of real-time dashboards across finance community and beyond.
• Maintain a documented regional reporting catalogue.
• Deliver self-service dashboards for Regional CFOs and Finance Business Partners.
• Process, Systems & Operating Model Design Define and maintain the standard regional finance operating framework (~95% commonality).
• Identify process pain points and manage a prioritized improvement backlog.
• Embed system-led finance processes in partnership with Workday and Finance Systems teams.
• Pilot and scale new processes across regions.
• Track adoption and behavioral change metrics to ensure sustainability.
• Change & Stakeholder Management Partner with Regional CFOs providing credible challenge and practical solutions.
• Lead change management and enablement activities across regional finance.
• Ensure new processes and reports are documented, owned and self-running.
• Promote a system-first, standardized finance mindset.

Strong data literacy and insight generation capability.

High systems fluency:
Workday (RAAS/OData), SharePoint, Power Platform - BI (DAX), Query, Automate, App; SQL or Dataverse is a plus.

Advanced Excel skills with bias toward automation.

Experience in finance transformation or operating model standardization.

Ability to influence at CFO and senior finance leadership level.

Finance or accounting background is desirable – commercial fluency and the ability to engage at CFO level is what accounts.

System-first and automation-oriented thinker.

Values standardization and disciplined taxonomy.

Credible, confident and delivery-focused.

Builds durable, scalable finance infrastructure.

About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals.

We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies.

Prepare to accelerate. We’re a people-powered business with a…