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Director, Finance Transformation
senior · Consulting
Prudential’s purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and we support our people’s career ambitions. We pledge to make Prudential a place where you can Connect, Grow, and Succeed.
The Director will lead the design and rollout of Anaplan across Local Business Units (LBUs), establishing a scalable and sustainable approach to business planning, forecasting and performance management.The role will provide end-to-end leadership across solution design, process transformation, LBU deployment, change adoption and governance. A core responsibility will be to establish the Anaplan Centre of Excellence (CoE), including its operating model, design standards, capabilities and support arrangements.
Key responsibilities
Anaplan strategy and design
- Own the Anaplan design strategy and roadmap for Performance Management, aligned with Finance Transformation objectives and the future-state planning and forecasting model.
- Establish design principles and guardrails that promote standardisation, scalability and reuse while accommodating legitimate LBU requirements.
LBU rollout and implementation
- Lead the end-to-end rollout across LBUs from readiness assessment through design, build, testing, deployment and stabilization including delivery, operational and change-readiness activities.
- Establish a repeatable deployment approach incorporating standard templates, governance checkpoints, acceptance criteria, stakeholder engagement, training and transition to business-as-usual operations.
- Partner with LBU Finance leadership, Group teams, Technology and implementation partners to secure sponsorship, local ownership and adoption while resolving delivery risks and dependencies.
Centre of Excellence establishment
- Design and establish the Anaplan CoE, including its mandate, operating model, governance, services and interaction with Group and LBU teams.
- Define decision rights and accountabilities for product ownership, model management, solution design, data, controls, releases, change prioritisation and user support.
- Build sustainable internal capability through structured learning, knowledge transfer, reusable assets and communities for product owners, model builders, administrators and super users.
Business process transformation and adoption
- Lead the redesign and standardisation of planning, forecasting and performance-management processes, ensuring that Anaplan enables simpler and more effective ways of working rather than replicating legacy processes.
- Drive adoption of new processes, roles, controls and behaviours through targeted stakeholder engagement, communications, training and local change networks.
- Monitor business readiness, user adoption and realised benefits, using feedback and performance measures to address gaps and continuously improve the solution and operating model.
Team leadership
- Lead a cross-functional team across Finance, Technology, data, change and external partners, with clear outcomes, priorities and accountabilities.
Experience and qualifications
Essential
- Significant leadership experience in Finance Transformation, Enterprise Performance Management, business planning and forecasting.
- Proven experience leading a large-scale Anaplan implementation or multi-entity rollout, including solution design, process transformation and business adoption.
- Strong understanding of Anaplan architecture and implementation lifecycle.
- Demonstrated experience leading complex organisational change, including stakeholder engagement, readiness assessment, communications, training and adoption.
- Strong communication and facilitation skills, with the ability to simplify complex issues and build commitment to change.
Desirable
- Anaplan certification, such as Solution Architect or Master Anaplanner, or equivalent practical experience.
- Experience delivering Finance Transformation within insurance or financial services.
Candidate profile
The successful candidate will combine strong Finance process knowledge with practical Anaplan delivery, design and change-leadership expertise. They will be comfortable moving between strategic direction, senior stakeholder engagement, detailed solution decisions and hands-on management of LBU adoption.
Prudential is an equal opportunity employer. We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex, race, age, ethnic origin, educational, social and cultural background, marital status, pregnancy and maternity, religion or belief, disability or part-time / fixed-term work, or any other status protected by applicable law. We encourage the same standards from our recruitment and third-party suppliers taking into account the context of grade, job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements.