CFO advisory and Finance Management Consultant - Manager Level

About Be

Be | Shaping the Future UK is a specialist management consultancy focused exclusively on Financial Services. We help clients deliver transformational change across Banking, Capital Markets, Asset Management, Payments and Insurance.

The Opportunity

We are looking for an experienced Manager to join our growing CFO advisory and Finance change segment.

This role is suited to a management consultant with a strong track record of delivering finance transformation within Financial Services organisations. You will bring a combination of consulting capability, finance expertise and change delivery experience, helping clients transform their finance functions and improve the way they plan, manage and utilise financial information.

We are specifically looking for individuals who have consulting experience alongside financial services knowledge. Candidates with a banking background are welcome, but must also have experience operating within a consulting environment and leading client‑facing transformation engagements.

What You’ll Do

As a Manager within our Finance Segment, you will:

• Lead the delivery of finance transformation engagements for Financial Services clients.
• Work with CFOs, Finance Directors and senior stakeholders to design and implement change.
• Manage workstreams and multidisciplinary teams across complex transformation programmes.
• Lead workshops, stakeholder engagement and transformation design activities.
• Deliver finance operating model, process improvement and organisational design initiatives.
• Support FP&A transformation, performance management and finance business partnering enhancements.
• Contribute to finance technology and data‑enabled transformation programmes.
• Coach and develop consultants, supporting their professional growth and career development.
• Support business development activities, proposition development and thought leadership initiatives.

Essential Experience

• 7+ years' experience in management consulting, with a significant focus on Financial Services.
• Proven experience delivering Finance Transformation programmes.
• Strong experience working on FP&A (Financial Planning & Analysis) transformation initiatives.
• Experience designing and implementing Finance Target Operating Models (TOMs).
• Demonstrable consulting experience, including stakeholder management, project delivery and client advisory.
• Experience engaging and influencing senior finance stakeholders, including CFOs and Finance Directors.
• Strong programme, project and change management capability.
• Excellent communication, presentation and facilitation skills.

Qualifications

• Qualified accountant with one of the following: ACA, CIMA, ACCA or equivalent professional qualification.

Preferred Experience

• Finance operating model transformation
• FP&A and business partnering transformation
• Finance process optimisation
• Management reporting and performance management
• ERP and Finance Technology implementations
• Finance data, reporting and analytics
• Cost and profitability transformation
• Shared Services, offshore and nearshore operating models
• Enterprise performance management platforms such as Oracle EPM, Anaplan or similar solutions
• Asset Management, Banking, Capital Markets or Insurance sectors

What Success Looks Like

• Combines strong finance domain expertise with consulting rigour.
• Has credibility with senior client stakeholders.
• Enjoys solving complex business problems.
• Can balance strategic thinking with practical delivery.
• Builds strong relationships and inspires confidence with clients and colleagues alike.
• Is motivated by helping shape and grow a high‑performing boutique consultancy.

Why Join Be?

At Be, you’ll work alongside experienced Financial Services specialists on some of the industry's most complex transformation challenges. You’ll have the opportunity to shape client outcomes, contribute to the growth of our Finance Segment and develop your career in a collaborative and entrepreneurial environment.

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