The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers.
Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.
That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience.
Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.
For our business, for clients, and for you
Finance Transformation & Enablement Lead
Reporting Manager
Chief Global Head – Regional CFO
Description
The Finance Transformation & Enablement Lead is accountable for building the infrastructure that makes finance’s best work its standard work – systematically, at scale, across every jurisdiction. The role owns the design, standardization and automation of finance reporting, performance infrastructure, and the underlying operating model. Success is measured by adoption, sustainability and repeatability of outputs rather than one-off delivery.
Job Responsibilities:
Reporting & Performance Infrastructure
- Design and maintain standardized regional monthly reporting packs.
- Define and enforce a single regional KPI framework and reporting taxonomy.
- Replace manual recurring reports with automated outputs, and drive adoption of real-time dashboards across finance community and beyond.
- Maintain a documented regional reporting catalogue.
- Deliver self-service dashboards for Regional CFOs and Finance Business Partners.
Process, Systems & Operating Model Design
- Define and maintain the standard regional finance operating framework (~95% commonality).
- Identify process pain points and manage a prioritized improvement backlog.
- Embed system-led finance processes in partnership with Workday and Finance Systems teams.
- Pilot and scale new processes across regions.
- Track adoption and behavioral change metrics to ensure sustainability.
Change & Stakeholder Management
- Partner with Regional CFOs providing credible challenge and practical solutions.
- Lead change management and enablement activities across regional finance.
- Ensure new processes and reports are documented, owned and self-running.
- Promote a system-first, standardized finance mindset.
Skills & Experience
- Strong data literacy and insight generation capability.
- High systems fluency: Workday (RAAS/OData), SharePoint, Power Platform - BI (DAX), Query, Automate, App; SQL or Dataverse is a plus.
- Advanced Excel skills with bias toward automation.
- Experience in finance transformation or operating model standardization.
- Ability to influence at CFO and senior finance leadership level.
- Finance or accounting background is desirable – commercial fluency and the ability to engage at CFO level is what accounts.
Personal Attributes
- System-first and automation-oriented thinker.
- Values standardization and disciplined taxonomy.
- Credible, confident and delivery-focused.
- Builds durable, scalable finance infrastructure.
Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
Skills Required
- Strong data literacy and insight generation capability
- High systems fluency: Workday (RAAS/OData), SharePoint, Power Platform (Power BI/DAX, Power Query, Power Automate, Power Apps)
- Advanced Excel skills with bias toward automation
- Experience in finance transformation or operating model standardization
- Ability to influence at CFO and senior finance leadership level
- Change management and stakeholder enablement experience across finance functions
- SQL or Dataverse experience
- Finance or accounting background (commercial fluency)
- System-first, automation-oriented mindset and commitment to standardization
Apex Group Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Apex Group and has not been reviewed or approved by Apex Group.
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Flexible Benefits — Flexible benefits are positioned as being tailored by country, with localized packages and perks that can differ by jurisdiction. Mobility options such as the JUMP program add a non-cash element that can increase the perceived total rewards value for those who can access it.
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Wellbeing & Lifestyle Benefits — Wellbeing support is described as including EAPs, mental-health workshops, mentoring support, and local lifestyle perks like gym or cycle-to-work schemes. These offerings broaden the benefits mix beyond purely financial rewards.
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Retirement Support — Retirement support is described in at least one jurisdiction as including an employer match structure and an additional automatic contribution after tenure. This can strengthen the non-salary portion of total compensation where offered.
Apex Group Insights
What We Do
We are a single-source financial solutions provider dedicated to driving positive change while supporting the growth and ambitions of asset managers, allocators, financial institutions, and family offices around the world. Established in Bermuda in 2003, we have continually disrupted the industry through our investment in innovation and talent. Today, we set the pace in fund and asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. As a pioneering data and fintech-enabled company, we are a disruptor driving digital tools into fund and asset servicing. However, our vision to drive positive change extends beyond the industry. The Apex Foundation, a not-for-profit entity, is our passionate commitment to empower sustainable change
