Ambitious Financial Transformation Leader

Job Title:Ambitious Financial Transformation LeaderAbout the Role:The ideal candidate will drive strategic finance and business transformation initiatives, fostering a culture of innovation and excellence. Key responsibilities include designing and implementing financial efficiency roadmaps, leading enterprise-wide cost optimization initiatives, and translating financial insights into actionable programs that enhance profitability and cash flow.Key Responsibilities:Partner with the CFO to design and implement RateGain's multi-year financial efficiency roadmap.Lead enterprise-wide initiatives in cost optimization, automation, and process transformation across all business units.Translate financial insights into actionable programs that enhance profitability and cash flow.IT, Cloud & Vendor Optimization:Audit IT & SaaS spend; deliver 20–30% annual reduction through rightsizing, contract renegotiation, and vendor consolidation.Build and govern the Tech Spend Framework for visibility, control, and ROI tracking.Explore AI-based cloud cost optimization tools and evaluate startup PoCs to drive smarter technology utilization.Automation & Process Excellence:Identify and automate 3–5 high-effort, low-value workflows across Finance, Operations, and Content.Deploy AI and analytics to drive efficiency, standardization, and faster decision cycles.Establish a Process Excellence function under the CFO to ensure sustained gains.Workforce Productivity & Operating Model Design:Conduct workforce productivity mapping (“who does what”) to optimize global cost structures.Reallocate or outsource transactional work to India/SEA hybrid delivery hubs.Partner with HR to integrate performance and productivity analytics.Governance, Reporting & Transformation Office:Create and manage the Finance Strategy Office, acting as the CFO’s program management hub.Develop dashboards and savings scorecards.Institutionalize reporting cadence and quarterly reviews with all business units.Functional KPIs:Deliver annualized $2M–$5M in verified cost savings.Reduce cloud/IT spend by 20–30% YoY.Consolidate redundant tools/vendors by ≥30%.Achieve ≥25% productivity uplift in identified functions.Build enterprise-wide automation playbooks deployed across at least 3 business units.Strategic KPIs:Operationalize a Finance Strategy & Transformation Office under CFO within 6 months.Embed AI-based cost visibility and reporting across RateGain's ecosystem.Partner with BU heads to reorient global cost structures using outsourcing/automation.Institutionalize a quarterly financial efficiency review cadence.Deliver sustainable YoY improvement in EBITDA margins through structural cost discipline.Key Competencies:Strategic Finance & Business Acumen: Connects financial metrics with operational efficiency and growth drivers.Tech & Automation Fluency: Understands cloud, SaaS, and AI optimization frameworks.Analytical Rigor: Uses data-led insights to identify value and measure ROI.Program Leadership: Runs multi-functional transformation projects with precision.Influence & Collaboration: Builds strong partnerships with CFO, CHRO, and CTO.Change Leadership: Drives transformation with empathy, clarity, and pace.Execution Discipline: Balances strategy with measurable, bottom-line outcomes.Education & Work Experience:- MBA from Tier-1 institute (IIM/ISB) or Chartered Accountant with strong analytical foundation.- 12–18 years of progressive experience in Finance Strategy, Business Transformation, or Shared Services within SaaS or tech-driven global organizations.- Proven success in delivering multi-million-dollar savings through automation, process redesign, and outsourcing.- Strong exposure to AI/automation tools, cloud spend management, and digital finance transformation.- Experience in influencing senior leadership and managing high-impact, cross-functional programs.