Interim Finance Transformation - Driver-Based Planning
Objective
Our Korn Ferry Client is seeking a senior finance transformation consultant who has personally led or materially contributed to a full driver-based planning implementation in a bank or complex financial services organization, from initial driver-tree design through deployment and adoption.
This role is focused on designing the future-state planning and forecasting model, not simply selecting or configuring a tool. The consultant will help translate strategy into action as the client moves from planning into execution.
Core Focus
- End-to-end driver-based planning experience within a banking or regulated financial services environment
- Direct experience building driver trees, including:
- Identification of controllable vs. non-controllable drivers
- Alignment of business inputs across products, balances, volumes, rates, and headcount
- Translation of drivers into usable forecasting, budgeting, and scenario models
- Experience supporting organizations that are redesigning forecasting disciplines, moving away from decentralized, spreadsheet based processes toward integrated, scalable planning.
Key Responsibilities
- Advise on and help construct the driver-based planning framework and driver tree, serving as a practical design authority.
- Pressure testclients' future-state forecasting approach, ensuring it supports:
- Greater precision and granularity
- Scenario and sensitivity modeling
- Executive and management decision?making
- Partner with Finance and Data stakeholders to ensure the planning model is grounded in a sound finance data foundation, including:
- Alignment on definitions, sources, and ownership
- Awareness of SOX and control implications
- Provide informed input into build vs. buy decisions (e.g., EPM platforms such as Oracle EPM), without serving as a tool biased implementer.
- Contribute to the go-forward roadmap, including sequencing, phasing, quick wins, and realistic timelines.
Supporting / Adjacent Experience
- Background in finance data transformation, EPM readiness, or FP&A transformation strongly preferred.
- Experience working in environments with fragmented data ecosystems and helping design central finance data models and governance structures.
- Prior consulting experience or interim advisory roles in large scale finance transformations.
- Comfort operating in early stage transformation efforts where direction is being shaped and decisions are under time pressure.
About Korn Ferry
Korn Ferry unleashes potential in people, teams, and organizations. We work with our clients to design optimal organization structures, roles, and responsibilities. We help them hire the right people and advise them on how to reward and motivate their workforce while developing professionals as they navigate and advance their careers. To learn more, please visit Korn Ferry at www.Kornferry.com
