Transformation Lead - Associate Director

• Translate business strategy and value-creation priorities into clearly defined transformation initiatives.
• Diagnose organisational and operational challenges using qualitative insight and quantitative analysis.
• Define transformation roadmaps, target outcomes, delivery priorities and measurable success criteria.
• Develop target operating models covering organisation, processes, capabilities, governance, technology and ways of working.

• Build robust business cases, including financial baselines, cost-benefit analysis, investment requirements and implementation scenarios.
• Identify and quantify opportunities for revenue growth, cost reduction, productivity improvement and operational efficiency.
• Analyse financial, operational and customer data to identify performance issues and value levers.
• Establish clear benefit measures and work with Finance and business owners to track delivery and value realisation.
• Challenge assumptions constructively and ensure proposals are commercially credible.

• Assess the organisational impact of proposed changes and define appropriate change interventions.
• Support organisation design, role clarity, capability development and new ways of working.
• Develop stakeholder, engagement and adoption strategies for complex change.
• Work with leaders to build ownership, address resistance and embed sustainable behavioural change.

• Convert strategic objectives into structured, deliverable programmes of change.
• Work closely with programme leads, project managers and subject-matter experts to maintain alignment between strategy, delivery and outcomes.
• Provide oversight and constructive challenge across plans, milestones, dependencies, risks and decisions.
• Support programme governance, executive steering groups and decision-making forums and monitor progress and accurately assess performance.
• Identify delivery risks early and intervene where progress, outcomes or benefits are at risk.

• Build trusted relationships with executive leaders, functional heads and other senior stakeholders.
• Produce concise, compelling and visually strong PowerPoint materials for executive committees, boards and investors.
• Synthesise complex analysis into clear messages, choices and recommendations.
• Facilitate senior workshops and decision-making sessions.
• Communicate confidently across strategic, commercial and operational topics.
• Influence across organisational boundaries, including where direct authority is limited.

• Significant experience driving transformation programmes, organisational change or business improvement in financial services or another professional services business 
• A strong understanding of financial-services operating environments, commercial drivers and regulatory considerations.
• Demonstrable experience shaping and delivering complex, cross-functional transformation.
• Strong organisational-change capability, including organisation design, operating-model change, stakeholder engagement and adoption.
• Commercially astute with experience developing business cases and identifying, quantifying and tracking value.
• Highly numerate and comfortable working with complex financial and operational data.
• Advanced PowerPoint skills, with the ability to develop and executive board-quality presentations.
• Strong Excel and analytical-modelling capability.
• Good understanding of programme and project delivery, including governance, planning, dependencies, risk management and benefits realisation.
• Experience working with multiple programmes or portfolios of change.
• Credibility and confidence when engaging senior executives and challenging established thinking.

• A track record of moving effectively between strategic problem-solving and practical implementation.

• Strategy, operations, organisation or transformation consulting.
• An in-house strategy, transformation, change or value-creation function.
• A senior operational or business-improvement role within a private equity-backed organisation.
• A commercially focused leadership role involving significant organisational and operational change.

• Experience within a private equity-owned, investor-led or similarly performance-focused environment.
• Exposure to rapid value-creation programmes.
• Experience presenting to boards, investors or executive committees.
• Knowledge of financial-services 
• Relevant professional qualifications in change, programme delivery, finance or business management.

• Clear and compelling communicator, who builds and establishes relationship effectively.
• Collaborative, low-ego and effective across functional boundaries.
• Comfortable challenging assumptions and holding others to account.
• Resilient and able to maintain momentum in fast-paced environments.
• Focused on measurable outcomes and sustainable value.
• Pragmatic, delivery-oriented and comfortable with ambiguity.
• Able to simplify complexity without losing important detail.
• Structured and hypothesis-led problem solver.
• Strong commercial judgement and financial acumen.
• Highly analytical, numerate and detail-conscious.
• Excellent PowerPoint storytelling and visual communication skills.

• Delivery of measurable financial and operational benefits.
• Effective mobilisation and oversight of complex change initiatives.
• Clear alignment between strategic priorities and transformation activity.
• Successful adoption and embedding of organisational change.
• Early identification and resolution of delivery risks and dependencies.

If you have any questions contact our Talent Acquisition team on ta.admin@acuityanalytics.

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