Director, FP&A Transformation

Overview

The Director, FP&A Transformation is accountable for leading the delivery and execution of initiatives under the Global FP&A transformation program. This role drives process optimization, systems implementation and enablement (e.g., Anaplan), data governance, and operating model transformation to support scalable, insight-driven decision‑making. Reporting to the AVP, FP&A Transformation, the role encompasses project delivery, business analysis, and FP&A technology implementation. The Director will partner closely with FP&A teams, the Global Finance Anaplan CoE, Global Functions Technology, Global Data teams, and Global Shared Services to deliver strategic improvements aligned with the broader Finance Strategy and Enablement agenda.

• Lead end‑to‑end delivery of transformation initiatives, implementing and optimizing planning tools, and driving standardization and automation of planning, forecasting, and reporting processes.
• Oversee ongoing enhancement, change request, and support of the assigned initiatives and communicate updates to partners.
• Partner with Group Functions Technology and Group Data Office teams in IT to demonstrate best practices for sharing expense data and reporting globally.
• Manage project deliverables, roadmaps, owners, and status for the various transformation initiatives.
• Collaborate with business partners on project and/or business needs, finding opportunities for operational efficiency and effectiveness through global standardization and automation.
• Create and maintain thorough and accurate documentation of procedures for control and training.
• Drive robust FP&A data governance to elevate data quality, consistency, accessibility, and ensure full compliance with regulatory standards.
• Lead and execute stakeholder engagement strategy across Finance, Business, and Technology teams to support FP&A transformation objectives.
• Build strong relationships with executive sponsors, Segment/BU FP&A business partners, and key stakeholders to drive alignment and decision‑making.
• Establish feedback loops and champion networks to capture insights, address resistance, and ensure sustainable adoption of new FP&A processes and systems.
• Drive change management and user adoption through targeted communication, training, and stakeholder‑specific messaging.
• Develop training programs and communication plans to support user adoption.
• Champion a data‑driven culture within Finance.

• University degree in Finance, Accounting, or related field (MBA/CPA preferred).
• 10+ years of experience in Finance Transformation, Business Analysis, Project Management, or Consulting.
• Proven track record delivering large‑scale finance transformation programs in Asset and Wealth Management and Insurance.
• Strong analytical, communication, and problem‑solving capabilities.
• Proficiency in FP&A tools (e.g., Anaplan, Power BI, Alteryx).
• Results‑driven, detail‑oriented approach.
• Strong understanding of financial planning processes (budgeting, forecasting, scenario planning, what‑if analysis).
• Experience working in a broad Matrix organization, listening and using influence to make an impact.
• Positive reputation to influence others and move toward a common vision or goal, within and/or beyond their business area.

• Bilingualism (English and French) is an asset; proficiency in both languages required for Québec.
• Experience working across multiple geographies and time zones.
• Strong interpersonal skills and ability to work effectively across cultures, geographies and senior leadership.
• Excellent English written and verbal communication skills.
• Sound operations management acumen with a solid understanding of the business environment through practical experience.
• Innovative thinker who can negotiate, influence and challenge the status quo to continuously improve processes.
• Highly organized with the ability to work in a fast‑paced, multi‑stakeholder environment and manage multiple priorities.
• Adaptable, curious, and continuously improving mindset, balancing priorities while delivering innovative, business‑focused FP&A solutions.
• Experience with AI/advanced analytics (e.g., predictive…