CareerPlanSign in

Business Performance Improvement - Finance & Performance Management (Financial Services) Director

NEW YORK CITY💼 Full-time💰 $176,000–$176,000🗓 2026-08-26 → 2026-09-30

Core

Director leading enterprise process excellence strategy, transformational finance projects, and AI/automation implementation for banking, capital markets, and wealth management clients.

Role type

Senior IC Director (Finance & Performance Management)

Builds

Scalable finance operating models, process transformation playbooks, and intelligent automation solutions.

Domain

Financial Services (Banking, Capital Markets, Wealth Management)

Required skills

Enterprise process design, finance operating model design, performance management, shared services design, outsourcing advisory, process/digital transformation, change management, thought leadership, proposal writing, team leadership, project management, order-to-cash, procure-to-pay, record-to-report, financial planning and analysis, financial close, consolidation, reporting, lease accounting, revenue recognition, robotic process automation, intelligent automation, process mining, process mapping

Preferred skills

Master's degree in Accountancy, CPA/CIA/CFE certification

Technologies

Microsoft Power Automate, UiPath, Celonis, SAP Signavio, IBM Blueworks, Nintex Process Manager, Microsoft Visio, Microsoft Office 365

Responsibilities

Develop business opportunities and maintain primary contact with C-level executives, lead engagement sales and business development, design and develop thought leadership materials, direct cross-functional teams to implement scalable solutions, lead transformational finance and accounting projects, supervise teams including performance appraisal and mentoring

Seniority

Director, hands-on IC with strategic leadership

Sourced via workday · Listed on CareerPlan, which tracks 877,000+ jobs from 20+ sources.