Jr. Finance Business Partner - Transformation

Greetings from Equiniti India.

Equiniti Overview:

Equiniti is a leading provider of technology and solutions for complex and regulated administration
and payments. Our technology platforms are used by 70% of the FTSE 100, Government, and other
large corporates, particularly in banking, insurance and other financial services. We have 1,700 clients,
make 160 billion worth of payments through our systems every year, hold records for 70 million
shareholders, look after pension schemes for 8 million pension scheme members, and provide services
which touch 28 million customers. Over a third of the UK population has dealt with Equiniti at some
point during their lives.

Equiniti is a company that has been built with strong values at the very core of our offering. Dealing
with some of the most successful companies and government agencies in the UK, excellence, integrity,
professionalism, partnership, commercial and innovation are therefore at the heart of everything we
do. We employ over 5,000 people in the UK, India, US and Netherlands.

There are five internal business divisions which compromise the Equiniti business (EQ Boardroom &
Invest, EQ Paymaster, EQ Digital, EQ US and AST), which are all supported by the Group Functions.
Our strategy is aimed at driving pace and growth with a strong focus on further investment in our
people and leadership.

Equinitis journey to build and develop a captive offshore finance facility started in 2016, with a view
to centralise the core transactional accounting. This resulted in the creation of a Finance Shared
Services Centre (SSC) in Chennai which comprises the following teams: Record to Report (RTR),
Procure to Pay (PTP), Master Data Management and Data Analysis (MDM), Order to Cash (OTC) and
Financial Planning and Analysis (FP&A).

The Finance SSC Team is one of the most engaged teams in the business per the last Gallup survey. In
recent years the Finance SSC has extended its Global footprint to support geographies beyond UK,
expanding the remit in operating areas to help sustain, and improve, the control environment for the
Group. The Finance SSC has continued to successfully drive value-add and continuous improvement
along the value chain by providing high quality services in specialised areas of External Financial
Reporting and Internal Audit.

All of this made possible by over 100 dedicated, articulate, and forward-thinking colleagues in the
Finance SSC who play a pivotal role in our transformative journey. The most recent achievement of
the team includes successfully implementing Workday in 2020 – the global finance, procurement and
human capital management ERP which is now used globally by all of Equiniti’s businesses &
employees.

JOB PROFILE

Role Overview:

The Transformation Team consists of Senior Delivery Leads, Group Programme Management Office
(PMO) and Finance Business Partnering for the Group Head of Transformation. Under the Finance
Director – Transformation, the successful candidate and the PMO, are responsible for the successful
delivery of the EQ Transformation, including the financial and business outcomes, within the expected
budget.

The Finance Analyst for the Global Transformation function will support the financial management of
the transformation budget, working directly for the Finance Director – Transformation and with the
Divisional Finance Directors and their teams. The role will involve reporting on overall spend and
financial benefits, ensuring projects are within financial governance, and providing early insight into
financial risks and opportunities. This individual will act as a key partner to senior stakeholders across
finance and will be key in ensuring that financial objectives are met within an effective governance
framework.

Core Duties/Responsibilities:

The successful candidate will be responsible for the following duties:

Budget Oversight & Spend Control:
Manage and control the transformation budget, ensuring that project expenditure is tracked, reported,
and aligned with the approved financial plan. Highlight any budget variances, working with the Finance
Directors and to ensure that corrective actions are taken to avoid overspend.

Financial Reporting:
Deliver monthly financial reporting that track and measures the realisation of benefits from the
transformation program, including cost savings, efficiency improvements, and other key value drivers.
Provide regular updates for the Programme Board on financial performance and benefit realisation,
ensuring that the transformation’s financial goals are being met.

Governance and Financial Compliance:

Alongside the PMO leads for the Transformation Programme, enforce strong financial governance
processes, proactively identify financial risks and opportunities. Highlight early warning signs of
potential risks (e.g., budget overruns, delays) and provide actionable recommendations to mitigate
these risks. Similarly, identify financial opportunities that can optimise the program’s cost-effectiveness
and drive additional value.

Forecasting and Financial Modelling:
Lead the consolidation of periodic forecasts for the programme, highlighting any changes in scope,
schedule, or cost assumptions. Utilise financial models and scenario analysis to assess the financial
impact of potential changes to the transformation program and support decision-making.
Continuous Improvement and Financial Process Enhancement:
Drive the ongoing improvement of financial processes, systems, and reporting methods to enhance
transparency, accuracy, and efficiency. Identify areas where automation, better tools, or process
changes could improve financial oversight and governance for the portfolio.

Ad-Hoc Financial Analysis:
Provide ad-hoc financial analysis and insights as requested by senior management, especially in
relation to specific risks, benefits, or financial issues within the transformation program. Support any
business case evaluations, cost-benefit analyses, or decision-making that impacts the £100m
transformation budget.

JOB PROFILE:

Skills, Knowledge & Experience:

The successful candidate will demonstrate the following experience skills and behaviours:

▪ Financial Experience:
Experience in financial management, reporting, and analysis, with a focus on overseeing large
budgets. Strong understanding of budgeting, cost control, and financial modelling techniques.

▪ Financial Reporting & Benefit Tracking:
Experience in developing and completing financial reports that track the benefits and value
delivered from large transformation programs. Familiarity with reporting frameworks such as
ROI, NPV, or payback periods for measuring transformation success would be desirable.

▪ Analytical Skills:
Proficient in using advanced financial software and tools for data analysis, forecasting, and
financial modelling, including high competency in Excel. Experience with financial ERP
systems, BI tools (e.g., Power BI), or other reporting tools would be helpful.

▪ Attention to Detail & Proactive Problem Solving:
Self-motivated with exceptional attention to detail and accuracy in financial reporting.

Education / Qualifications:
▪ A degree in Finance, Accounting, Business, or related field.
▪ Professional certifications such as CA, CMA, CFA, ACCA, or equivalent are highly desirable.

Experience:

• Prior experience of working in an off shored Finance SSC.
• Overall, 10 years’ experience with 6 years working experience in FP&A Process.
• Knowledge of Workday an advantage.
• Knowledge of Adaptive Insights and other financial accounting systems will be an advantage.
Skills & Abilities
• Should be a self-starter.
• Have a 'Can-do' attitude, highly self-motivated and deadline driven.
• Excellent verbal and written communication skills and the ability to interact professionally
with a diverse group of Leads, senior managers, and subject matter experts.
• Achievement orientation: Driven by goals and deadlines.
• Ability to work well with people across the organisation.
• Leadership skills to drive a team in a change environment.
• Ability to understand the detail behind processes.
• Highly organised and analytical approach to task and issue management – high level of
multi-tasking required.
• Good interpersonal and negotiation skills, including the ability to communicate effectively
across different levels of the organisation.

Benefits:

Being a permanent member of the team at EQ you will be rewarded by our company benefits,
these are just a few of what is on offer:
• 31 days + 9 bank holidays (UK)
• Comprehensive Medical & Life Assurance cover
• Maternity leave of 6 months full pay, 10days paid paternity leave
• Long Term Incentive Plan (LTIP) for all colleagues
• Accidental & Life cover 2 times of concerned CT
*Two-way cab provided for free of cost *