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Proposed designation:
Associate Partner - Finance Reporting as a Service
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Role type:
Full time
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Reporting to:
Partner
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Geo to be supported:
UK/US
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Work timings:
11am-8pm
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Work mode
: Hybrid
Roles & responsibilities
We are seeking an experienced As
sociate Partner to lead and scale a 500+ FTE Finance Reporting team
supporting Financial Services clients under an As-a-Service model. The
role demands deep expertise in FP&A, Risk and Management Reporting
for global FS clients, strong executive presence, and the ability to
drive operational excellence, transformation, and client relationship
management at the C‑Suite level.
Leadership & Operations Management
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Lead and oversee a 500+ FTE Finance operations team delivering FP&A
and Risk Reporting services to global Financial Services client./s
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Ensure operational excellence through strong process controls, timely
delivery, and error‑free execution.
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Drive day‑to‑day operations, SLA adherence, and effective escalation
management.
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Effective financial management of all aspects of delivery to deliver
services within expected cost framework and spend
Client & Stakeholder Engagement
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Serve as the senior-most operational leader responsible for the client
relationship.
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Engage regularly with global Finance leadership, Business Heads, and
C‑Suite stakeholders to drive performance, governance, and
strategic priorities.
Act as a trusted advisor to the client on finance transformation and
operating model enhancements
Transition & Transformation
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Lead end‑to‑end transitions of Finance processes, including discovery,
knowledge transfer, stabilization, and steady state.
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Support rebadging initiatives as required.
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Drive process optimization through Lean principles, automation, and
exploration of AI-driven use cases.
Governance & Risk Management
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Establish and run strong governance frameworks with
daily/weekly/monthly dashboards, KPIs/SLA tracking, and risk controls.
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Ensure compliance with regulatory expectations, internal controls, and
audit requirements.
People & Talent Strategy
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Build and implement a Talent and Capability Development
Strategy aligned with As-a-Service model needs.
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Provide leadership development, mentoring, and succession planning for
senior managers and delivery leaders.
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Promote a culture of performance, accountability, collaboration, and
continuous improvement.
Business Development & Practice Growth
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Participate in client pitches, solution development, and joint
go‑to‑market initiatives to help KPMG expand in the Finance Operations
As-a-Service space.
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Represent the practice in leadership forums and contribute to thought
leadership.
Educational qualifications
Candidate should have an MBA from recognized B-School or Professional
qualification such as: CPA or CA. along with 17+ years of relevant work
experience.
Work experience
Leadership in Regulatory & Management Reporting (Must‑Have)
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Extensive experience leading FP&A, Risk and Management
Reporting functions for global Financial Services Client/s
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Demonstrated experience managing these processes in an As-a-Service,
managed services, or third‑party operations model.
Finance Transition & Migration Expertise
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Proven experience in transitioning Finance processes from a client
environment to a third‑party vendor, including:
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Service readiness
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Process migration
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Setting up TOM/operating models
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Stabilization and scaling
Rebadging Experience (Preferred)
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E
xposure to employee rebadging programs, including movement of client
personnel to vendor payroll while managing risk, compliance, and
communication protocols.
Executive Stakeholder Management
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Strong executive presence with experience engaging and influencing
senior leaders, both with clients and internally, including Business
Heads, CFO organization, and C‑Suite stakeholders.
Operations Leadership
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Hands‑on experience managing large-scale Finance operations (500+
FTEs).
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Expertise in daily operations oversight, governance management, quality,
risk and compliance responsibilities and escalation resolution.
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Cost and people management running teams of highly performing services to
clients
Talent Strategy & Workforce Management
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Experience building a Talent Strategy for large Finance operations,
including hiring, upskilling, competency development, and succession
planning in an As-a-Service environment.
Governance, Controls & Performance Management
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Ability to drive rigorous daily/weekly/monthly governance, monitor, manage
and report out on
SLAs/KPIs, and ensure compliance with contractual commitments.
Operational Excellence & Transformation
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Experience implementing process standardization, automation, and
AI/advanced analytics use cases to improve efficiency and accuracy
across Finance reporting processes.
Business Development Experience
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Constantly seeking out opportunities to grow and expand depth and breadth
of services to the client based on strong relationships and outstanding
performance
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Prior involvement in client pitches, solutioning, and
Go-To-Market activities to support practice growth in the
As-a-Service or managed services domain