Senior Vice President Finance Transformation — Management Data and Planning Operating Model

The mandate

A financial-services organisation is establishing an SVP finance-transformation seat because management reporting and planning have accumulated different data adjustments around the same underlying transactions. Technology changes have improved processing speed without resolving who owns definitions, reconciliation or forecast inputs. The new executive will lead a twenty-four-month opening agenda to redesign that operating model. This is open-ended employment: once the first portfolio is delivered, the role continues to govern finance change, data ownership and adoption as business needs and reporting expectations evolve.

The starting point is the decision each data product supports, not the application that currently produces it. You will map source records, transformations, manual interventions and review responsibilities for selected management measures. Planning teams must know which data can be reused directly and which requires a separately authorised assumption. The redesign should retire redundant reconciliations only when their purpose has been replaced by a tested control. A visually consistent dashboard is not sufficient evidence that finance has created one dependable version of business performance.

Twenty-six specialists report through transformation and data-governance leads. You decide the finance change backlog within the approved investment envelope and assign business ownership to data and workflow designs. Technology teams retain system engineering and security authority; controllers retain accounting approval. The transformation committee approves major scope changes and funding increases. You will negotiate practical adoption conditions with reporting and planning heads, including parallel-run evidence and fallback processes. Successful releases should reduce dependency on unofficial adjustments rather than simply move those adjustments into a more difficult-to-inspect tool.

The first programme's measures include reconciliation effort retired, recurring data defects resolved and planning cycles reproduced by their designated owners. Staff capacity savings must be evidenced through changed work, not inferred from software installation. Bengaluru is the base, with global stakeholder sessions and targeted implementation visits. The continuing SVP remit includes developing finance change leaders who can challenge both business convenience and technology optimism. You are accountable for an operating model that people use when time is short, not only when a project team is present to supervise it.

What you will own

• Establish management-data ownership by tracing each priority measure from source event to executive use, identifying where definitions, adjustments or unresolved reconciliation responsibilities create conflicting financial interpretations.
• Decide the finance transformation backlog using decision value, control exposure and adoption readiness, prioritising changes that remove recurring work rather than reward the most persuasive technology presentation.
• Design planning workflows that separate reusable actuals from authorised forecast assumptions, preserving a clear record of who can change each input and how its effect is reviewed.
• Set parallel-run and release criteria with controllers and technology leads, requiring reproducible reconciliations and tested fallback procedures before legacy checks or manual bridges are withdrawn from live operations.
• Validate productivity claims through observed process changes, capacity redeployment and defect reduction, preventing installed software or reduced reporting headcount from being treated automatically as realised economic benefit.
• Build a permanent finance-change capability that maintains definitions and control ownership after project closure, coaching leaders to resolve business-versus-system disputes without escalating every issue to the committee.

Candidate qualifications

• Have twenty-two to twenty-eight years of finance experience, including substantial transformation or planning leadership within banking or financial services. Describe a programme where you changed the operating model rather than merely replaced a tool. Evidence should show the data ownership, control and adoption decisions you personally made, plus what continued to work after dedicated project support was removed.
• Bring rigorous finance knowledge, normally supported by Chartered Accountancy or an equivalent professional qualification, and the ability to connect actuals, management measures and forecast assumptions. You must understand why a reconciled ledger does not automatically validate every analytical metric built from it, and demonstrate practical methods for tracing adjustments and agreeing accountable definition owners across reporting and planning teams.
• Evidence successful collaboration with technology specialists without claiming to be the system architect. Explain how you set finance acceptance criteria, handled incomplete source data and resisted automation that would have embedded an unresolved policy or process disagreement. Experience should include safe retirement of legacy controls through parallel evidence rather than a deadline-driven switch that left users maintaining secret backup spreadsheets.
• Show senior leadership over a change portfolio and the judgement to challenge unsupported benefit claims. You should have developed process owners, managed contentious adoption decisions and distinguished released capacity from savings that actually reached the cost base. Clear communication, confidentiality and the ability to maintain constructive governance across global stakeholders are essential to making this expanded SVP accountability sustainable.

Application

Applications for this mandate are received in one way only: through the India Board Terminal's application process. It is automated end to end. Your Executive Passport travels to the mandate holder in its confidential form, your answers to the three questions below are read before anything else in your file, and every stage that follows is recorded on your applications page.

There is no address to write to and no intermediary to call. The mandate holder reads what the Terminal delivers and nothing else, which is what keeps the process the same for every applicant and keeps your name out of it until you release it. Applications close on 12 October 2026. Mandate reference CVU-PER-2026-IND-013.