Finance Transformation Manager

Finance Transformation Manager

Location: Fleet

Hours: Mon-Fri

Pay Rate: £45-80k DOE

Our friendly client based in Fleet are looking for a highly capable and forward-thinking individual to work closely with their Finance Director to modernise the finance function and turn data into clear, meaningful business insight. This is not necessarily a traditional finance role. Instead, they are looking for someone with strong analytical, technological and communication skills who can help translate financial and operational data into visual, actionable reporting for management, while also using modern AI and automation tools to improve, streamline and upgrade legacy finance processes.

This role will play an important part in helping the business better understand financial performance, trends, risks and opportunities through clearer reporting, stronger analytics, and smarter use of technology. The successful candidate will act as a bridge between finance, data, systems and leadership helping a highly capable Finance Director increase the pace, quality and impact of the function.

Key Responsibilities

Finance insight and reporting

• Turn financial and operational data into meaningful insight that supports better management decision-making.
• Build clear, visually strong reporting packs, dashboards and presentations that explain what is happening in the numbers and why.
• Support the development of regular weekly and monthly management reporting with a focus on clarity, consistency and actionable commentary.
• Identify trends, performance gaps, risks and opportunities across financial performance, working capital, forecasting and profitability.
• Help move reporting from static, manual outputs to dynamic, business-friendly insight.

Data analysis and business support

• Work with the Finance Director and wider leadership team to analyse financial performance and provide insight on business drivers.
• Support deeper analysis of revenue, margin, costs, cashflow, forecasting accuracy and operational performance.
• Combine data from multiple sources to create a clearer view of business performance.
• Help management understand not just the numbers, but the story behind them.

AI, automation and modernisation

• Identify opportunities to improve outdated, manual or inefficient finance processes through AI, automation and better use of technology.
• Support the Finance Director in introducing modern tools and ways of working that improve productivity, speed and insight.
• Use AI tools to enhance reporting, summarisation, forecasting support, commentary generation, variance analysis and management information.
• Help evaluate and implement practical automation solutions that reduce manual effort and improve reliability.
• Act as a champion for smarter, more modern use of technology within finance.

Skills and experience

Strong experience in data analysis, reporting, visualisation and insight generation

Advanced Excel skills and confidence working with reporting and presentation tools

Experience with BI and visualisation platforms such as Power BI or similar

Strong understanding of AI tools and how they can be applied in a practical business environment

Experience improving, automating or redesigning business processes

Ability to create high-quality presentations that communicate key financial messages clearly

Strong written and verbal communication skills

Experience supporting senior stakeholders or leadership teams

Exposure to finance, commercial or operational data would be an advantage

Desirable background

Experience in finance transformation, business intelligence, FP&A support, data analytics or automation

Experience working in a fast-paced commercial environment

Familiarity with ERP/reporting environments and management information processes

Comfort working with imperfect data and legacy processes while building something better