Finance Transformation Specialist

EXL (NASDAQ: EXLS) is a global data and artificial intelligence ("AI") company that offers services and solutions to reinvent client business models, drive better outcomes and unlock growth with speed. EXL harnesses the power of data, AI, and deep industry knowledge to transform businesses, including the world’s leading corporations in industries including insurance, healthcare, banking and financial services, media and retail, among others. EXL was founded in 1999 with the core values of innovation, collaboration, excellence, integrity and respect. 

We are headquartered in New York and have more than 60,000 employees spanning six continents. For more information, visit www.exlservice.com.

Role Title: Finance Transformation Specialist

BU/Segment: EXL Digital and AI

Location:   London, United Kingdom (Flexible hybrid working 4 days in the office each week) 

Employment Type: Permanent or Umbrella Contractor 

Summary of the role:

EXL is seeking an experienced Finance Transformation Specialist to join our UK Digital and AI team.

This is a hands-on individual contributor role for someone with strong Finance Transformation experience who can support the development and delivery of innovative, technology- and AI-enabled solutions for Finance functions.

The successful candidate will bring a strong understanding of Finance processes and transformation, combined with experience in solutioning, developing go-to-market propositions and applying digital, data, automation and AI capabilities to Finance.

Working across Finance, Technology, Data and AI, you will collaborate with EXL colleagues and client stakeholders to understand Finance challenges, design practical transformation solutions and support their delivery.

This role would suit someone who has previously worked in Finance Transformation, CFO Advisory or Finance Consulting, ideally within a consulting or professional services environment, and who wants to remain hands-on rather than move into a practice leadership or people management role.

As part of your duties, you will be responsible for:

Finance Transformation & Solutioning

• Support the design and development of Finance Transformation solutions aligned to client needs and business objectives.

• Assess existing Finance processes and identify opportunities for simplification, standardisation, automation and improved efficiency.

• Contribute to Finance Target Operating Model design across processes, technology, data, controls and service delivery.

• Support Finance transformation assessments, maturity reviews and roadmap development.

• Translate Finance challenges into practical transformation initiatives and solutions.

Finance Process Transformation

• Bring strong knowledge across Finance processes such as: 

  • Record-to-Report (R2R)

  • Procure-to-Pay (P2P)

  • Order-to-Cash (O2C)

  • FP&A

  • Financial Reporting

  • Controls and Compliance

• Identify opportunities to improve processes, controls, service quality and operational efficiency.

• Support process optimisation and continuous improvement initiatives.

Digital, Data & AI-enabled Finance

• Identify opportunities to apply AI, GenAI, automation, analytics and digital technologies within Finance processes.

• Work with EXL’s Data, Digital Engineering and AI specialists to develop Finance Transformation solutions.

• Support the development of use cases and business cases for AI and automation within Finance.

• Contribute to ERP and Finance technology transformation initiatives involving platforms such as SAP, Oracle, Workday and Microsoft Dynamics.

• Help develop practical AI-enabled Finance solutions across areas such as reconciliation, financial close, FP&A, reporting, controls and management insights.

Go-to-Market & Proposition Development

• Support the development of Finance Transformation and AI propositions for the UK market.

• Contribute finance subject matter expertise to client proposals, RFPs and solution development.

• Work with internal teams to develop compelling Finance Transformation solutions and client propositions.

• Support workshops and client discussions to understand requirements and identify transformation opportunities.

• Contribute to the development of reusable Finance Transformation methodologies, accelerators and solution assets.

Client Engagement

• Work directly with client Finance and Transformation stakeholders to understand business challenges and requirements.

• Participate in client workshops, discovery sessions and solution discussions.

• Develop clear transformation recommendations, roadmaps and presentations.

• Communicate Finance Transformation concepts effectively to both Finance and Technology stakeholders.

• Support the delivery of agreed transformation initiatives through to implementation.

Qualifications and experience we consider to be essential for the role:

Education

• Bachelor’s degree in Finance, Accounting, Economics, Business or a related discipline.

• Professional Finance qualifications such as ACA, ACCA, CIMA, CPA or equivalent would be advantageous.

Experience

• Strong experience within Finance Transformation, Finance Consulting, CFO Advisory, Finance Operations or Business Transformation.

• Good understanding of core Finance processes and how they can be transformed through technology, data, automation and AI.

• Previous experience developing or contributing to Finance Transformation propositions and solutions.

• Experience working on Finance Transformation projects from initial discovery and solution design through to implementation.

• Strong client-facing experience, ideally gained within consulting, professional services or a transformation environment.

• Experience working with cross-functional Digital, Data, Technology or AI teams.

• Experience supporting ERP, Finance technology or operating model transformation would be advantageous.

• Practical experience of applying AI, GenAI or intelligent automation within Finance would be highly desirable.

Skills and Personal attributes we would like to have:

We are particularly interested in candidates with experience across some of the following:

• Finance Transformation: R2R, P2P, O2C, FP&A, reporting, controls and operating model transformation
• ERP Platforms: SAP S/4HANA, Oracle Cloud, Workday Finance or Microsoft Dynamics
• Analytics: Power BI, Tableau, Alteryx or Anaplan
• Automation: UiPath, Automation Anywhere or Microsoft Power Platform
• AI & GenAI: practical application of AI, GenAI, Agentic AI, intelligent document processing or advanced analytics within Finance
• Solutioning: development of client propositions, business cases, transformation roadmaps and solution designs

Personal attributes

• Strong Finance Transformation knowledge
• Hands-on and comfortable working as an individual contributor
• Strong analytical and problem-solving skills
• Commercially aware with good client-facing skills
• Able to translate Finance requirements into practical technology and AI-enabled solutions
• Confident working across Finance, Digital, Data and AI teams
• Strong communication and presentation skills
• Comfortable operating in a fast-paced consulting environment
• Collaborative and delivery focused

Preferred certifications

• ACA, ACCA, CIMA, CPA or equivalent Finance qualification
• Lean Six Sigma
• PMP, PRINCE2 or Agile certification
• Finance technology, ERP, AI or GenAI-related certifications

As part of a leading global Data and AI company, you can look forward to:

• A competitive salary with a generous bonus, private healthcare, critical illness life assurance at 4 x your annual salary, income protection insurance, and a rewarding pension.

• EXL provides everyday financial well-being solutions, such as cash back cards, in which you can earn cashback while enjoying discounts, promotions, and offers from top retailers. We also offer a Cycle Scheme where you can save money on bikes and cycling accessories.

• At EXL, we are committed to providing our employees with the tools and resources they need to succeed and excel in their careers. We offer a wide range of professional and personal development opportunities. We also support a range of learning initiatives that allow our employees to build on their existing skills and knowledge. From online courses to seminars and workshops, our employees have the opportunity to enhance their skills and stay up to date with the latest trends and technologies.

• As an Equal Opportunity Employer, EXL is committed to diversity. Our company does not discriminate based on race, religion, colour, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, age, or disability status.

• EXL employees are eligible to purchase stock as part of our Employee Stock Purchase Plan (ESPP).

• At EXL, we offer a flexible hybrid working model that allows employees to live a balanced, healthy lifestyle while strengthening our culture of collaboration.

To be considered for this role, you must already be eligible to work in the United Kingdom.