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Senior Manager Finance Transformation

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Our client, a multinational Private Equity, is setting up a European hub in Lisbon and is looking for a Senior Manager - Finance Transformation, that will report to the Finance & Transformation Director. This person will lead a portfolio of high-impact transformation initiatives focused on digital enablement, process optimisation, and automation within Finance.

This role will be central to establishing and scaling the finance-related capabilities of the new Lisbon office, ensuring the foundations are in place to support long-term success. This position will act as a key driver of change—promoting continuous improvement, operational efficiency, and innovation across the organisation.

Key Responsibilities:

  • Lead end-to-end delivery of finance transformation initiatives, from project planning through execution, implementation, and post-go-live support.

  • Provide a strategic, organisation-wide perspective to ensure alignment of workstreams with broader finance and business priorities.

  • Identify potential risks across projects and propose mitigation strategies.

  • Conduct process reviews, interviews, and workshops with internal finance teams to gather requirements and identify optimisation opportunities.

  • Challenge existing ways of working and recommend practical, innovative solutions.

  • Define KPIs and monitor the effectiveness and impact of transformation initiatives.

  • Oversee the transition of newly implemented processes/systems into BAU, ensuring adoption and long-term sustainability.

  • Build and maintain a knowledge hub capturing best practices and lessons learned from transformation initiatives.

  • Develop a strong understanding of operational functions across the organisation to ensure well-informed decision-making.

  • Partner with Project Managers to maintain visibility on scope, timelines, and budgets.

  • Support the Centre of Excellence by managing workstreams, resources, and priorities in line with team capabilities.

  • Lead, mentor, and develop team members through regular feedback and performance check-ins.

  • Foster a collaborative, accountable, and innovation-driven team culture.


Skills & Experience:

  • Experience: Proven background in finance transformation or change management within complex organisations. Accounting qualification is a plus.

  • Methodologies: Exposure to change management frameworks and agile methodologies is advantageous.

  • Industry: Experience in financial services preferred; Private Equity experience not required.

  • Systems knowledge: Familiarity with leading finance systems (GL, consolidation, reporting, AP, etc.).

  • Analytical ability: Strong analytical and problem-solving skills, with the ability to translate data into actionable insights.

  • Organisation: Excellent ability to manage multiple priorities and responsibilities—both individually and within the team.

  • Stakeholder management: Proven capability to collaborate with internal and external partners to gather technical information and support project execution.

If you are proactive, self-driven, and adaptable in a fast-paced environment and have demonstrated ability to inspire, motivate, and guide team members to achieve shared goals, this opportunity is for you! Apply Now!

Tipo de contrato: Permanente

Especialização: Contabilidade e Finanças

Área: Finance/Investment Analyst

Indústria: Comércio e Serviços

Salário: Negotiable

Tipo de trabalho: Híbrido

Nível de experiência: Gerente sénior

Local: Lisboa

Referência da vaga: T7WJVM-3AFDAC21

Data postada: 4 de dezembro de 2025

Consultor: Susana Costa