Job Description

Citadel Source are delighted to be partnering with a leading South West organisation to recruit a high-calibre Head of Finance Transformation & Operations. This is a unique opportunity to join an ambitious and forward-thinking business undergoing significant finance evolution, with a clear focus on transformation, digital innovation, and operational excellence.

Working closely with the CFO and senior leadership team, you will play a pivotal role in shaping the future of the finance function, leading the design and delivery of a transformational finance agenda that enhances processes, systems, controls, and ways of working. This role offers the opportunity to drive meaningful change across a complex organisation, leaving a lasting impact on both finance and the wider business. Our client is a highly respected organisation with an excellent reputation in its sector, offering an exciting platform for an experienced transformation leader to combine strategic influence with hands-on delivery in a business that truly values innovation and continuous improvement.

About you

You will possess a blend of strategic thinking and hands-on delivery capability, with experience of designing and implementing finance operating models, improving finance processes, and delivering systems and digital transformation initiatives. You will be an engaging leader who can build strong relationships across Finance, IT, Operations and Commercial teams, influencing stakeholders at all levels. The successful candidate will be passionate about continuous improvement, innovation, and leveraging technology to create more efficient, scalable finance operations.

The role

Reporting into the CFO and working closely with the wider finance leadership team, this is a critical role responsible for shaping and delivering the organisation’s finance transformation strategy while ensuring operational excellence across core finance services. You will lead the development and implementation of a finance transformation roadmap, oversee key systems and digital initiatives, and drive improvements across finance processes, controls, governance and reporting. The role combines strategic leadership with practical execution, requiring someone who can translate long-term vision into measurable outcomes.

As the Head of Finance Transformation & Operations, your responsibilities will include:

• Leading the design and implementation of the organisation’s finance target operating model
• Developing and delivering a clear, prioritised finance transformation roadmap
• Driving finance technology, automation and digital enablement programmes
• Leading finance systems optimisation, upgrades and ERP-related initiatives
• Improving finance data quality, reporting capabilities and business insights
• Enhancing core finance processes across Record-to-Report (R2R), Procure-to-Pay (P2P) and Order-to-Cash (O2C)
• Strengthening financial controls, governance frameworks and audit readiness
• Delivering end-to-end transformation projects across people, process and technology
• Building strong partnerships with Finance, IT, Operations and Commercial stakeholders
• Leading and developing Finance Project Delivery and Digital & Systems teams
• Managing a portfolio of transformation and operational improvement initiatives
• Driving adoption of new systems, processes and ways of working across the organisation
• Supporting the CFO and senior leadership team in key strategic decision-making
• Embedding a culture of continuous improvement, innovation and operational excellence

What the client is looking for

• Qualified accountant (ACA, ACCA or CIMA)
• Significant experience leading finance transformation and operating model design
• Strong understanding of finance operations, governance and control environments
• Experience delivering ERP implementations, systems enhancements and digital transformation projects
• Proven ability to lead complex change programmes within multi-site or global organisations
• Strong stakeholder management and influencing skills
• Experience of process improvement methodologies such as Lean or Six Sigma would be advantageous
• A collaborative leadership style and passion for developing high-performing teams

What the client has to offer

• £80,000 - £90,000 base salary depending on experience
• Car allowance
• Performance-related bonus
• Matched pension scheme
• Flexible hybrid working with approximately two days per week in the office
• Opportunity to lead a high-profile finance transformation programme
• Career-defining role with significant exposure to senior leadership and strategic initiatives

Sound like a good fit?

For more information on this exciting opportunity, please apply directly or contact Dan Morris at dan@citadelsource.com.