Senior Financial Planning Consultant - Digital Transformation

About the Company

We are a rapidly scaling enterprise with ambitious growth targets and a clearmandate to modernize our digital infrastructure. Our current systems are fragmentedand heavily reliant on Excel-based tools. We are now seeking a strategic andexecution-focused professional to lead the transformation of our financial andoperational data environment.

Role Overview

As the Senior Business Analyst & Financial Planning Consultant, you will act asa strategic advisor and implementation lead to the CFO. You will be responsible fordesigning and executing a company-wide digital leap building a robust dataarchitecture, implementing cutting-edge software solutions (including AI-poweredtools), and establishing a collaborative, insight-driven environment.This is a high-impact role for someone who thrives in ambiguity, understandsenterprise-grade systems, and can reverse-engineer legacy tools to build scalable,intelligent solutions.

Key Responsibilities

  • Strategic Planning & Advisory
  • Partner with the CFO to define and execute a digital transformation roadmap.
  • Assess current Excel-based tools and reporting systems; reverse-engineer and translate them into scalable digital solutions.
  • Identify and evaluate best-in-class software and AI technologies to support financial planning, revenue management, and business intelligence.

Systems Implementation & Data Architecture

  • Design and implement a centralized company wide data repository and architecture.
  • Lead the selection and deployment of a Revenue Management System (RMS).
  • Develop and document data governance policies, system workflows, and integration protocols. Business Intelligence & Reporting
  • Build and maintain management dashboards, analytical reports, and BI tools for strategic decision-making.
  • Enable cross-functional collaboration through modern platforms (e.g., Power BI, Tableau, Looker, or similar).
  • Ensure real-time visibility into KPIs, financial metrics, and strategic project tracking. Project Management & Change Leadership
  • Establish a strategic project tracking system to monitor initiatives across departments.
  • Drive change management and user adoption across finance, operations, and commercial teams.
  • Train and support internal stakeholders on new tools and processes.

Ideal Candidate Profile Experience & Background

  • 7-10 years of experience in business analysis, financial planning, or digital transformation.
  • Proven track record in a Big 4 firm, top-tier management consultancy, or leading IT services provider.
  • Hands-on experience with ERP systems, RMS, BI tools, and data architecture projects. Must have experiance implementing AI tools.

Skills & Attributes

  • Strong analytical and financial modeling skills.
  • Deep understanding of digital tools, AI technologies, and enterprise software.
  • Exceptional communication and stakeholder management abilities.
  • Comfortable working in a fast-paced, evolving environment with minimal structure.

Why Join Us?

  • Be at the forefront of a company-wide transformation.
  • Work directly with the CFO and executive leadership.
  • Shape the digital future of a high-growth business.
  • Competitive compensation and performance-based incentives.
Company
Morgan McKinley
Location
London, South East, England, United Kingdom
Employment Type
Full-Time
Salary
Competitive salary
Posted
Company
Morgan McKinley
Location
London, South East, England, United Kingdom
Employment Type
Full-Time
Salary
Competitive salary
Posted