We are seeking an experienced Associate 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 CSuite level.
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 (MustHave)
Extensive experience leading FP&A, Risk and Management Reporting functions for global Financial Services Client/s
Demonstrated experience managing these processes in an As-a-Service, managed services, or thirdparty operations model.
Finance Transition & Migration Expertise
Proven experience in transitioning Finance processes from a client environment to a thirdparty vendor, including:
Service readiness
Process migration
Setting up TOM/operating models
Stabilization and scaling
Rebadging Experience (Preferred)
Exposure to employee rebadging programs, including movement of client personnel to vendor payroll while managing risk, compliance, and communication protocols.
Executive Stakeholder Management
Strong executive presence with experience engaging and influencing senior leaders, both with clients and internally, including Business Heads, CFO organization, and CSuite stakeholders.
Operations Leadership
Handson experience managing large-scale Finance operations (500+ FTEs).
Expertise in daily operations oversight, governance management, quality, risk and compliance responsibilities and escalation resolution.
Cost and people management running teams of highly performing services to clients
Talent Strategy & Workforce Management
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
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
Experience implementing process standardization, automation, and AI/advanced analytics use cases to improve efficiency and accuracy across Finance reporting processes.
Business Development Experience
Constantly seeking out opportunities to grow and expand depth and breadth of services to the client based on strong relationships and outstanding performance
Prior involvement in client pitches, solutioning, and Go-To-Market activities to support practice growth in the As-a-Service or managed services domain
Leadership & Operations Management
Lead and oversee a 500+ FTE Finance operations team delivering FP&A and Risk Reporting services to global Financial Services client./s
Ensure operational excellence through strong process controls, timely delivery, and errorfree execution.
Drive daytoday operations, SLA adherence, and effective escalation management.
Effective financial management of all aspects of delivery to deliver services within expected cost framework and spend
Client & Stakeholder Engagement
Serve as the senior-most operational leader responsible for the client relationship.
Engage regularly with global Finance leadership, Business Heads, and CSuite 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
Lead endtoend transitions of Finance processes, including discovery, knowledge transfer, stabilization, and steady state.
Support rebadging initiatives as required.
Drive process optimization through Lean principles, automation, and exploration of AI-driven use cases.
Governance & Risk Management
Establish and run strong governance frameworks with daily/weekly/monthly dashboards, KPIs/SLA tracking, and risk controls.
Ensure compliance with regulatory expectations, internal controls, and audit requirements.
People & Talent Strategy
Build and implement a Talent and Capability Development Strategy aligned with As-a-Service model needs.
Provide leadership development, mentoring, and succession planning for senior managers and delivery leaders.
Promote a culture of performance, accountability, collaboration, and continuous improvement.
Business Development & Practice Growth
Participate in client pitches, solution development, and joint gotomarket initiatives to help KPMG expand in the Finance Operations As-a-Service space.
Represent the practice in leadership forums and contribute to thought leadership.
