Manager, Business & Finance Transformation – Business & Finance Transformation

Job Description

Manager, Strategy & Transformation (Merger Transformation) | MorganFranklin Consulting

The Tone:
This is a full-time role at MorganFranklin Consulting, focused on guiding clients through major transactions and business transformations. The company helps organizations define strategies and execute initiatives across various financial and operational domains. This role is crucial for driving impactful change, blending focused facilitation with comprehensive workstream ownership to ensure successful transformation. You will move fluidly between quickly addressing specific challenges and managing longer-term initiatives to completion.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: Hybrid, travel required
• Pay: $109062–$178411 USD yearly
• Team: Team of talented professionals with deep business and finance transformation experience
• Mission: Guide organizations through major transactions and execute transformation initiatives by defining business strategy and improving financial and operational processes.
• Tech Stack: Microsoft Office (PowerPoint, Excel, Outlook)

What You’ll Actually Do
• Facilitate Workshops: Design, plan, and independently facilitate workshops, including process mapping, journey mapping, current-state/future-state, root-cause analysis, and requirements sessions, driving groups to clear, documented outcomes with minimal supervision.
• Map Processes and Journeys: Build and maintain comprehensive process flow diagrams and end-to-end journey maps that connect activities, systems, and handoffs across multiple portfolios and lines of business.
• Identify and Resolve Gaps: Identify where portfolio-level work creates gaps, redundancies, or conflicting decisions within shared processes or experiences, and then escalate or resolve these issues.
• Own and Manage Workstreams: Where assigned, build the plan, sequence the work, and tactically execute cross-portfolio journeys or initiatives from discovery through completion, applying program/project management discipline.
• Manage Stakeholder Relationships: Quickly build trust with portfolio leads, project teams, and subject matter experts, proactively surfacing risks or gaps, and effectively communicating findings and recommendations to both working teams and senior stakeholders.

The Must-Haves
• Background: Bachelor’s degree in Business, Finance, Accounting, Information Systems, Operations, or a related discipline, with a career level aligned with a Manager role in consulting.
• Experience: 5+ years of experience in banking, financial services consulting, business transformation, or a related environment, with prior experience as a business analyst or project/program manager. Demonstrated ability to design and facilitate workshops, particularly process and journey mapping sessions, and to both set strategy and personally execute plans.
• Skills: Proven ability to independently facilitate workshops and drive groups to decisions, strong capability in building and reading process flow diagrams and journey maps, application of program/project management discipline (scope, milestones, dependencies, RAID, status reporting), strong interpersonal skills to build credibility quickly, and strong executive communication skills for synthesizing complex issues.
• Bonus: Lean Six Sigma Green Belt or Black Belt certification, prior management consulting experience, experience leading workstreams within bank mergers/acquisitions/core banking conversions or enterprise-wide change programs, experience helping financial institutions enhance operating models or capabilities, or an MBA or relevant advanced degree/professional certification.