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Role: Finance Process Excellence and People Lead (12-18 Month Fixed Term Contract)

Location: Guernsey or Jersey

Line of Service: Business Enablement – Finance Pillar

Grade: Manager

Contracted Hours per Week: 37.5 hours

PwC Channel Islands Overview

At PwC CI, we help you build, accelerate, and sustain momentum in a world that never stops

moving. With our tech-forward and people-empowered network, we provide expert assurance,

tax and advisory services to turn challenges into opportunities. Leveraging deep expertise and

advanced capabilities, we ensure you’re ready for any future, helping you act boldly and achieve

real results.

Job Summary:

The Finance Process Excellence & People Lead will redesign finance processes and support the

behavioural and capability change required to embed the finance function of the future. This

role bridges process innovation, people change, and capability development, ensuring that

redesigned processes and new system capabilities translate into improved ways of working,

stronger controls, and a more effective finance team. The role is a key member of the Finance

Innovation & Transformation Team, working closely with the Finance Innovation &

Transformation Lead, Head of Finance and Finance Director to ensure alignment with the

overall transformation strategy and programme governance

Responsibilities:

Responsibilities include:

Process Mapping, Diagnosis & Insight

• Lead detailed “as-is” mapping across key finance processes.

• Identify bottlenecks, inefficiencies, duplication, and opportunities for automation.

• Proactively escalate significant process risks, issues, or dependencies to the Finance

Innovation & Transformation Lead for inclusion in programme governance.

Future-State Process Design & Operating Model Alignment

• Develop streamlined, future-state processes aligned to best practice and system

capabilities, with clear documentation and standard operating procedures.

• Define clear process ownership, control points, and accountability frameworks including

RACI where appropriate).

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• Ensure processes support the future finance operating model and are aligned with the

transformation programme’s objectives.

• Embed measurable control and performance checkpoints within redesigned processes.

System Enablement, Data & Integration Support

• Align process design with system configuration, workflows, reporting structures and

master data requirements.

• Support system design workshops, testing cycles, and data requirements identification;

contribute to test scenarios and acceptance criteria.

• Help embed controls and reporting into new system-enabled processes, ensuring

auditability and compliance.

• Coordinate with relevant teams to support integration and delivery, minimising

disruption to operations.

People, Capability & Organisational Change

• Develop high-quality process documentation, SOPs, and training materials tailored to

different user groups.

• Work with the People team (HR Business Partners and Learning & Development) to

support capability building, training plans, and behavioural adoption, including

identifying change champions and coaching needs.

• Support organisational readiness, go-live planning, and post-go-live stabilisation,

including hyper care and adoption monitoring.

• Support stakeholder engagement and communication to drive adoption of new ways of

working.

Continuous Improvement & Collaboration

• Facilitate cross-functional workshops, process reviews, and feedback cycles to capture

insights and improvement opportunities.

• Encourage innovation and continuous improvement within finance; establish cadence

for benefit tracking and retrospectives.

• Work with colleagues to embed new ways of working and share best practices across

teams.

• Capture and escalate continuous improvement ideas and lessons learned to the wider

transformation team for consideration and implementation.

Direct Reports:

This role reports to:

• Finance Innovation & Transformation Lead

There are no direct reports into this role.

Qualifications & Certifications:

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• Bachelor's degree in Finance, Accounting, or related field MBA or advanced degree

preferred.

• Fully qualified accountant with a recognised UK professional designation.

• Minimum of 5 years of experience in finance, with a strong focus on process

improvement and transformation.

Skills & Experience Required:

Essential skills:

• Experience in process improvement, operational excellence, or finance transformation.

• Strong understanding of finance operations, controls, and workflow design.

• Ability to map and redesign processes using recognised methodologies.

• Skilled facilitator with excellent communication and collaboration abilities.

• Understanding of change management principles and people-centred change; ability to

drive behavioural adoption.

Desirable skills:

• Lean Six Sigma or continuous improvement certification.

• Experience of ERP/financial management system implementations and

workflow/automation enablement.

• Background in behavioural change, training or organisational development.

• Experience in shared services, outsourcing, or cross-functional process improvement.

• Exposure to analytics/BI tools for performance measurement and reporting.

Travel Requirements:

Travel between the Channel Islands is expected. Occasional travel to the UK and Operation

Centres in Europe may be required.

The skills we look for in our people:

All our people need to demonstrate the skills and behaviours that support us in delivering our

business strategy. This is important to the work we do for our business, and our clients. These

skills and behaviours make up our global leadership framework, Evolved PwC Professional.

The Evolved PwC Professional focuses on two core behaviours: Trusted Leadership and

Distinctive outcomes. Trusted Leadership is underpinned by core behaviours that Inspire,

Empower and Evolve, and Distinctive outcomes is underpinned by behaviours that Champion,

Build and Deliver.

Diversity:

We work in a changing world which offers great opportunities for people with diverse

backgrounds and experiences. We seek to attract and employ the best people from the widest

talent pool as well as those who reflect the diverse nature of our society. We aim to encourage a

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culture where people can be themselves and be valued for their unique strengths. Creating value

through diversity is what makes us strong as a business. https://pwc.to/2vY6KZm.

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Role: Finance Innovation and Transformation Lead (12-18 Month Fixed Term Contract)

Location: Guernsey or Jersey

Line of Service: Business Enablement – Finance Pillar

Grade: Senior Manager

Contracted Hours per Week: 37.5 hours

PwC Channel Islands Overview

At PwC CI, we help you build, accelerate, and sustain momentum in a world that never stops

moving. With our tech-forward and people-empowered network, we provide expert assurance,

tax and advisory services to turn challenges into opportunities. Leveraging deep expertise and

advanced capabilities, we ensure you’re ready for any future, helping you act boldly and achieve

real results.

Job Summary:

The Finance Innovation & Transformation Lead is the central coordinator and delivery driver

for the firm’s finance transformation programme. Acting as a strategic advisor and change

agent, the role ensures that transformation across people, processes, systems and data is

delivered in a structured, well-governed, and strategic manner. The Finance Innovation &

Transformation Lead will support the Head of Finance and Finance Director in designing and

delivering the finance function of the future, including enabling major financial management

system upgrades and associated operating model changes. This includes leveraging best

practices, technology, and innovation to deliver measurable improvements in efficiency,

effectiveness, and decision-making.

Responsibilities:

Responsibilities include:

Strategy, Planning & Governance

• Develop and execute a holistic finance transformation strategy aligned with business

objectives.

• Develop and manage the finance transformation programme plan.

• Establish governance structures, including steering groups and workstream forums.

• Ensure alignment to the organisation’s strategic priorities and finance vision.

• Develop business cases for transformation initiatives.

Programme Delivery & Workstream Coordination

• Coordinate activity across all workstreams (systems, process redesign, change, data).

• Track delivery progress, identify risks, and manage dependencies across workstreams.

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• Redesign and optimise finance processes to enhance efficiency and effectiveness.

• Implement industry best practices and leverage automation technologies to streamline

operations.

• Lead the selection, design, implementation, and integration of finance systems.

Reporting, Communication & Stakeholder Engagement

• Produce accurate and insightful reports for Finance and Business Enablement leadership

and governance groups.

• Drive clarity around programme objectives, timelines, and expectations.

• Maintain high-quality project documentation, risk logs, and decision records.

• Build relationships with stakeholders at all levels and manage resistance to change.

Risk, Issue & Budget Management

• Own and maintain programme RAID (Risks, Assumptions, Issues, Dependencies).

• Track programme budget and monitor resource requirements.

• Escalate programme-critical issues with mitigation recommendations.

• Ensure data quality, integrity, and security throughout the transformation process.

Innovation, Change & Readiness Enablement

• Partner with the Finance Process Excellence & People Lead and the People team

(Business Partners and Learning & Development) to support behavioural change and

staff readiness.

• Promote innovative thinking and continuous improvement within finance.

• Facilitate workshops and collaborative problem-solving sessions.

• Develop and execute comprehensive change management plans to ensure successful

adoption of transformation initiatives.

• Provide training and support to Finance teams throughout the transformation journey.

Team Leadership & Development

• Lead and mentor a high-performing finance transformation team.

• Develop talent and succession plans to build a strong finance organisation.

• Foster a culture of innovation and continuous improvement.

Direct Reports:

This role reports to:

• Head of Finance

Reporting to this role:

• Finance Process Excellence & People Lead

Qualifications & Certifications:

3

• Bachelor's degree in Finance, Accounting, or related field MBA or advanced degree

preferred.

• Fully qualified accountant with a recognised UK professional designation.

• Minimum of 8-10 years of experience in finance, with a strong focus on transformation

and consulting

Skills & Experience Required:

Essential skills:

• Proven experience in delivering transformation or change programmes.

• Minimum of 10 years of experience in finance, with a strong focus on transformation and

consulting.

• Strong project or programme management capability (formal methodology desirable).

• Deep understanding of finance functions, processes, and technologies.

• Excellent communication and stakeholder management skills.

• Experience of systems implementation or digital transformation.

• Highly organised with strong planning and coordination skills.

• Strong analytical and problem-solving skills with a data-driven mindset.

• Ability to work across multiple initiatives in a fast-paced environment.

• Strong leadership and team development skills.

Desirable skills:

• Experience in finance, corporate services, or operational improvement.

• PRINCE2/Managing Successful Programs (‘MSP’)/Agile accreditation.

• Experience within regulated, public, or professional services environments.

• Experience in managing and influencing cross-functional and cross-jurisdictional teams.

• Understanding of support functions in professional services.

Travel Requirements:

Travel between the Channel Islands is expected. Occasional travel to the UK and Operation

Centres in Europe may be required.

The skills we look for in our people:

All our people need to demonstrate the skills and behaviours that support us in delivering our

business strategy. This is important to the work we do for our business, and our clients. These

skills and behaviours make up our global leadership framework, Evolved PwC Professional.

The Evolved PwC Professional focuses on two core behaviours: Trusted Leadership and

Distinctive outcomes. Trusted Leadership is underpinned by core behaviours that Inspire,

Empower and Evolve, and Distinctive outcomes is underpinned by behaviours that Champion,

Build and Deliver.

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Diversity:

We work in a changing world which offers great opportunities for people with diverse

backgrounds and experiences. We seek to attract and employ the best people from the widest

talent pool as well as those who reflect the diverse nature of our society. We aim to encourage a

culture where people can be themselves and be valued for their unique strengths. Creating value

through diversity is what makes us strong as a business. https://pwc.to/2vY6KZm.