Finance Process Manager - Treasury Transformation

Finance Process Manager - Treasury Transformation

Leeds alternate locations include Birmingham, Manchester and Edinburgh / Hybrid

6 months contract

Day Rate from £500 via Umbrella DOE

Pontoon is an employment consultancy, we put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identifies, and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive.

My client powers businesses of all sizes to make, take and manage payments. They are a global leader in financial technology with unique capabilities to power omni-commerce. Whether online, in store or mobile, they are at the heart of great commerce experiences in 146 countries and across 135 currencies. They help our customers become more efficient, more secure and more successful.

They are looking for a Finance Process Manager to join the Customer Treasury team, supporting a major transformation programme within a regulated investment and client money environment. This role sits at the intersection of finance, treasury, and change delivery. While your primary focus will be supporting a large‑scale programme to improve processes, reporting, and systems, you'll also remain close to BAU treasury and finance activities to ensure solutions are practical, controlled, and aligned to regulatory requirements.

You'll work closely with a small senior team to help shape the future‑state operating model, improve reporting, and support the migration from legacy processes to a modern platform.

The position is hybrid working being based in one of the above locations 2 days a week, 3 days working from home — Monday to Friday, standard office hours. If not Leeds based, there would be the occasional travel to Leeds. The position is being offered on an initial 6 month contract, with the potential to extend in line with the project requirements.

• Support a major finance and treasury transformation programme, improving processes and reporting across the customer treasury function
• Analyse existing Excel‑based reporting and support transition to a more scalable, controlled environment
• Facilitate workshops and collaborate with stakeholders to define and document future‑state processes
• Produce clear process documentation, requirements, and semi‑technical artefacts
• Work across multiple teams to improve data flows, accessibility, and reporting efficiency
• Support system and process changes linked to platform migration and broader programme delivery
• Act as a bridge between finance, treasury, and change teams, ensuring solutions are fit for purpose

• Support monitoring of client money, liquidity, and deposit positions, ensuring alignment with policies and controls
• Assist in maintaining treasury frameworks and processes, ensuring regulatory compliance and strong governance
• Contribute to planning, forecasting, and performance analysis related to treasury activities
• Help produce regular reporting and insight for stakeholders across finance and treasury
• Support the management of banking relationships and counter party processes where required
• Ensure appropriate controls, audit trails, and documentation are maintained across processes
  
  Provide flexible support to the wider team, stepping into BAU activities where needed

• Strong background in finance (FP&A, commercial finance, or similar) with exposure to projects or process improvement
• Experience in financial services, ideally within investments, wealth, or banking environments
• Involvement in transformation, change, or system/process improvement initiatives
• Understanding of financial reporting, data, and how finance processes and ledgers operate
• Exposure to treasury or client money environments is beneficial but not essential

• Strong analytical capability, including forecasting and performance analysis
• Advanced Excel skills, with experience working with complex reporting models (Power BI advantageous)
• Ability…