Head of Finance Transformation

Posted 4 Days Ago
Be an Early Applicant
2 Locations
In-Office
225K-250K Annually
Expert/Leader
Financial Services
The Role
Lead a multi-year finance transformation partnering with the CFO to redesign operating models, stand up transformation management, drive AI and analytics adoption, coordinate cross-functional execution, define value metrics, deliver early wins, and communicate progress to executive and board stakeholders.
Summary Generated by Built In

Job Description:

At Piper Sandler, we connect capital with opportunity to build a better future.

We believe that diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities.

We are currently looking for a Head of Finance Transformation to join our CFO team in our headquarters in Minneapolis, MN or in New York, NY.

About the Role

Piper Sandler is seeking a Head of Finance Transformation to lead a bold reimagining of how our finance organization operates, delivers insight, and partners with the business. This is a rare opportunity to shape a modern finance function from the ground up—leveraging AI, advanced analytics, and redesigned operating models—while working in close partnership with our Chief Financial Officer.

If you're a pragmatic visionary who thrives at the intersection of strategy and execution, and you're energized by building something meaningful within a growing financial services firm, we want to hear from you.

What You'll Do

  • Partner directly with the CFO to reimagine the finance operating model and lead the organizational change required to bring it to life.
  • Establish and drive a multi-year roadmap for finance transformation aligned to Piper Sandler's broader strategic priorities.
  • Stand up and lead transformation management, overseeing a portfolio of initiatives spanning technology, process, and people.
  • Define value-realization metrics (e.g., productivity gains, cycle-time reduction, reporting quality) to measure and communicate transformation impact.
  • Coordinate a cross-functional network of project management, change management, process design, technology, and data analytics resources to drive transformation execution, partnering closely with existing Finance and Technology teams
  • Cultivate strong partnerships across IT, finance leadership, and business lines—breaking down silos and securing buy-in.
  • Develop training and upskilling programs to build AI and analytics fluency across the finance organization.
  • Deliver early, visible wins that build momentum while maintaining the operational continuity finance teams depend on.
  • Communicate a compelling vision for transformation to audiences ranging from finance staff to the Board.

Who you are

  • Strategic Operator: You connect enterprise strategy to a multi-year transformation roadmap, translating CFO priorities into a portfolio of initiatives across technology, process, and people.
  • Change Leader: You lead organizational change at scale — reshaping the finance operating model, not just implementing point solutions — while building the AI and analytics fluency needed to sustain it.
  • Collaborative Partner: You build executive-level trust across IT, Finance leadership, and business lines, breaking down silos and securing buy-in for enterprise-wide change.
  • Clear Communicator: You distill complex transformation topics into a compelling vision and deliver decision-ready updates to audiences ranging from finance staff to the Board.
  • Execution-Focused: You stand up and lead transformation management, delivering early, visible wins while defining the value-realization metrics that prove impact.
  • Resilient Problem Solver: You navigate legacy system constraints and organizational ambiguity in a regulated environment, keeping teams focused on progress without losing sight of operational continuity.

What You Bring

Required

  • 12–15 years of progressive experience in finance, with 5+ years in senior leadership position in finance.
  • Proven track record leading large-scale finance transformation initiatives, ideally within financial services, banking, or capital markets.
  • Demonstrated experience redesigning finance operating models—restructuring how a finance organization delivers work, not just implementing point solutions.
  • Experience building and leading multidisciplinary teams with measurable business outcomes.
  • Experience partnering with C-suite/CFO-level stakeholders and driving enterprise-wide change with demonstrated adoption.
  • Strong executive presence and the ability to influence senior stakeholders without relying on direct authority.

​Preferred

  • Direct experience implementing AI or intelligent automation within a finance function.
  • Prior experience establishing a Transformation Management Office (TMO) or equivalent governance structure.
  • Experience navigating legacy system constraints alongside modernization efforts in a regulated industry.
  • Working familiarity with modern finance technology platforms (cloud-based ERP/reporting systems, RPA, AI tools) sufficient to direct technical teams and evaluate vendor/build decisions.

Why Piper Sandler

At Piper Sandler, we're investing in the future of our finance organization—not just the systems and processes, but the people and partnerships that make finance a true strategic asset to the firm. This role offers the opportunity to build a high-impact function, work directly with executive leadership, and leave a lasting mark on how we operate.

As a leading investment bank, we enable growth and success for our clients through deep sector expertise, candid advice and a differentiated, highly productive culture.

Our human capital, technology, marketing and other corporate support teams work with our business partners to maximize each employee. We understand the dynamic nature of the industry and work alongside our company strategies. Learn more about our firm here.

Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee’s health, well-being, our benefits program and how we are here for our employees and their families today, tomorrow and beyond here.

The anticipated starting salary range for individuals expressing interest in this position is $225,000 - $250,000 per year. Placement within this range is dependent upon level of experience, location and other factors. This position is eligible for annual incentive compensation which will be a part of the total compensation. Total compensation for this position will be competitive with the market.

All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance.

Skills Required

  • 12-15 years of progressive experience in finance, with 5+ years in senior leadership position in finance
  • Proven track record leading large-scale finance transformation initiatives, ideally within financial services, banking, or capital markets
  • Demonstrated experience redesigning finance operating models (restructuring how finance delivers work)
  • Experience building and leading multidisciplinary teams with measurable business outcomes
  • Experience partnering with C-suite/CFO-level stakeholders and driving enterprise-wide change with demonstrated adoption
  • Strong executive presence and ability to influence senior stakeholders without direct authority
  • Direct experience implementing AI or intelligent automation within a finance function
  • Prior experience establishing a Transformation Management Office (TMO) or equivalent governance structure
  • Experience navigating legacy system constraints alongside modernization efforts in a regulated industry
  • Working familiarity with modern finance technology platforms (cloud-based ERP/reporting systems, RPA, AI tools) to direct technical teams and evaluate vendor/build decisions

Piper Sandler Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Piper Sandler and has not been reviewed or approved by Piper Sandler.

  • Parental & Family Support Feedback suggests caregiver leave, adoption assistance, fertility benefits, menopause resources, lactation rooms, and breast milk shipping create robust family support. These provisions appear to meaningfully aid new and growing families.
  • Healthcare Strength Feedback suggests medical, dental, and vision coverage are complemented by an HSA with company contributions and access to mental‑health resources including counseling and mindfulness tools. The breadth of wellness resources strengthens the overall benefits experience.
  • Leave & Time Off Breadth Feedback suggests employees receive a defined allotment of paid time off along with a set number of paid holidays. This structure provides predictable time away from work.

Piper Sandler Insights

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Minneapolis, MN
1,501 Employees
Year Founded: 1895

What We Do

Piper Sandler Companies (NYSE: PIPR) is a leading investment bank driven to help clients Realize the Power of Partnership®. Founded in 1895, the firm is headquartered in Minneapolis with more than 50 offices across the U.S. and in London, Aberdeen and Hong Kong. We offer a full suite of products to serve our clients’ business life cycle needs, geographic reach in an increasingly global market, and deep expertise in our core sectors. More at PiperSandler.com. DISCLAIMER Piper Sandler Companies (NYSE: PIPR) is a leading investment bank driven to help clients Realize the Power of Partnership®. Securities brokerage and investment banking services are offered in the U.S. through Piper Sandler & Co., member SIPC and NYSE; in the U.K. through Piper Sandler Ltd., authorized and regulated by the U.K. Financial Conduct Authority; and in Hong Kong through Piper Sandler Hong Kong Ltd., authorized and regulated by the Securities and Futures Commission. Alternative asset management and fixed income advisory services are offered through separately registered advisory affiliates.

Similar Jobs

Hybrid
Brooklyn, NY, USA
289097 Employees

Eve Logo Eve

Consultant

Legal Tech • Software • Generative AI
Easy Apply
Remote or Hybrid
United States
180 Employees
90K-110K Annually

Zocdoc Logo Zocdoc

Staff Software Engineer

Healthtech • Information Technology • Software • Telehealth
Easy Apply
Hybrid
New York, NY, USA
900 Employees
201K-304K Annually

Movable Ink Logo Movable Ink

Event Marketing Specialist

Artificial Intelligence • Marketing Tech • Software
Easy Apply
Hybrid
New York, NY, USA
600 Employees
90K-110K Annually

Similar Companies Hiring

Granted Thumbnail
Artificial Intelligence • Healthtech • Insurance • Mobile • Financial Services
New York, New York
23 Employees
Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account