Financial Services Finance Transformation - Senior Manager

Location: Toronto

Other locations: Primary Location Only

Date: Sep 29, 2026

Requisition ID: 1747942

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The chance

As a Senior Manager in our Financial Services Finance Transformation practice, you will play a critical leadership role in delivering complex transformation engagements for banks, insurance companies, credit unions, and other financial institutions. You will advise CFOs, Controllers, and senior Finance leaders on transforming finance operating models, processes, data, reporting, consolidation, and enabling technology. Drawing on deep Finance Transformation expertise and a strong understanding of the Financial Services industry, you will be accountable for the successful delivery, quality, and profitability of large-scale engagements and multiple workstreams, while supporting the growth of the practice through strong client relationships and business development.

This job posting relates to an existing vacancy within our organization.

Your key responsibilities

- Lead complex, large-scale Finance Transformation engagements for Financial Services clients, including banks, insurance companies, credit unions, and other financial institutions, covering finance strategy, operating model, process transformation, data and reporting, consolidation, close, planning and forecasting, and finance technology.
- Lead the assessment and redesign of Financial Services finance processes, including financial,



management and regulatory reporting, consolidation and close, planning, budgeting and forecasting, performance management, and reconciliations.
- Advise clients on the design and modernization of finance architecture, including the interaction between core banking or insurance platforms, sub-ledgers, general ledgers, consolidation platforms, enterprise performance management solutions, data platforms, and reporting tools.
- Provide strategic direction and oversight across multiple engagements or workstreams, ensuring delivery excellence, value creation, and high-quality outcomes for clients.
- Own engagement financial performance, including budgeting, staffing strategy, margin management, and proactive risk management.
- Act as a trusted advisor to CFOs, Controllers, Heads of Finance Transformation, and senior Finance and Technology stakeholders, translating business, reporting, data, control, and regulatory requirements into executable transformation roadmaps.
- Lead and contribute to business development activities, including proposal development, client pitches, and expansion of existing accounts.
- Identify and shape market opportunities related to Financial Services finance modernization, including finance operating model transformation, close and consolidation, reporting, enterprise performance management, data improvement,



and technology-enabled process transformation.
- Build strong relationships across the Consulting practice and other EY service lines to deliver integrated, cross-functional solutions.
- Bring relevant Financial Services sector insight to engagements, including an understanding of how finance functions operate across banking, insurance, and credit unions, and the implications of complex products, legal-entity structures, data flows, controls, and reporting requirements.
- Lead, coach, and mentor Managers and team members, supporting their professional growth through structured feedback, performance management, and career development.
- Conduct performance reviews and contribute to promotion and talent decisions.
- Play a key role in people initiatives, including recruitment, talent retention, workforce planning, and capability development within the Finance Transformation practice.
- Drive training and knowledge-sharing initiatives to ensure continuous enhancement of technical, leadership, and consulting skills.
- Uphold and promote EY policies, values, and quality standards across all engagements.

Skills and attributes for success

- Strong leadership presence with the ability to inspire, influence, and develop high-performing teams.
- Extensive experience managing multiple, complex engagements and leading large project teams.
- Strong strategic, analytical, and problem-solving skills, with the ability to navigate ambiguity.
- Strong understanding of the operating environment, business models, products, and finance-function complexities of banks, insurance companies, credit unions, or other financial institutions.

📌 Financial Services Finance Transformation (Canada)
🏢 EY
📍 Canada