Finance Transformation - Driver-Based Planning

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.

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