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Senior Manager - Transformation & Strategy

Coda Search

Coda Search

Fort Worth, TX, USA · Dallas, TX, USA · Remote
Posted on Aug 25, 2025

Our client is a growing organization embracing collaboration and innovation while delivering transformative solutions. Currently seeking to add a Senior Manager within their business transformation team. Ideal candidate will be tasked with driving innovation, creativity, and impact effective change within the firm. Reporting directly to the CFO, this mission-critical leader will be key in enabling Finance’s ability to achieve its long-term ambition of becoming a trusted business partner and steward of long-term value creation for policyowners.

Responsibilities:

  • Act in an internal management consulting capacity; heavily focused on current-state organizational maturity benchmarking, and Finance transformation and operational industry best practices, emerging trends, benchmarking
  • Streamline financial processes to drive alignment with organizational goals, ensuring efficient and impactful resource management.
  • Lead the integration and financial reporting workstream of a post-merger integration program
  • This role has primary accountability for strategies and deliverables that support Future-of Finance (FoF) target operating model, and for driving operational efficiency / effectiveness across the Finance organization
  • Develop and implement financial growth plan/processes and best practices for firm by fully integrating post-merger acquisitions
  • Drive Finance alignment with enterprise project management standards
  • Develop success KPIs, budgeting, coordinating approvals, and determine scope and timelines for successful organizational growth
  • Partnering with Executive level stakeholders to understand their needs, enable their vision and build trusted relationships.
  • Ensuring Finance Transformation Strategy / Roadmap alignment with other Enterprise Strategic Planning and Initiatives
  • Tracking and reporting on program status in relation to Finance Transformation Roadmap value realization, embedding a strong focus on service excellence, cost reduction, and continuous improvement for all of the services delivered by the organization using benchmarks and best practice comparisons.
  • Designing and delivering complex transformation and value creation programs.
  • Providing day-to-day strategic direction and leadership for creating an environment and culture that fosters partnership
  • Implement engagement finance dashboard allowing senior leadership to monitor program financial health, budget forecasts, and profitability across all teams within firm
  • Lead strategic partnerships and advise Management Team on deal structures and negotiations
  • Develop solutions to complex problems and recommend changes to policies that affect your work area and possibly the business function within your area/department

Requirements:

  • Minimum of 8+ years most recent experience Banking or Management Consulting, Financial Services Experience;
  • Strategy/Management Consulting experience strongly preferred
  • Top Academic pedigree
  • MBA highly desirable
  • Strong strategic and execution skills with ability to influence, collaborate, and work across the organization
  • Distinguished record of standing up and leading/overseeing the successful implementation of large scale finance transformation projects
  • Corporate Development Business Transformation/Advisory
  • Advanced Technical Skills; Strong quantitative and qualitative skills
  • Superior written and verbal communication skills