VP of Transformation- NetSuite & BI/AI

About the Opportunity - New York City (Hybrid)

A rapidly growing financial services organization we are supporting is seeking a Vice President, Business Transformation to drive strategic initiatives across Finance, Operations, Data, and Technology functions.

Over the past several years, the company has invested heavily in building a modern technology foundation, including ERP optimization, enterprise automation, cloud data infrastructure, and business intelligence capabilities. With those foundational systems now in place, the organization is entering its next phase of growth focused on leveraging data, analytics, AI, and process transformation to create meaningful business impact.

This is a highly visible individual contributor role reporting to the leader of Enterprise Systems. The successful candidate will operate as an internal consultant and transformation leader, partnering directly with executives and business stakeholders to identify opportunities, design solutions, and drive implementation across the organization.

The position is ideal for someone who thrives at the intersection of business process, technology, finance, operations, and change management.

Key Responsibilities

Enterprise Transformation & Strategic Initiatives

• Partner with Finance, Accounting, Operations, Treasury, and Technology leaders to identify process improvement and transformation opportunities
• Facilitate discovery sessions, workshops, and stakeholder interviews to uncover business needs and pain points
• Translate business requirements into actionable technology and process solutions
• Develop implementation roadmaps, business cases, and project plans
• Drive execution across multiple concurrent transformation initiatives

NetSuite, Data & Analytics Leadership

• Serve as a senior advisor on ERP optimization and enhancement initiatives
• Partner with systems, data, and analytics teams to expand business intelligence capabilities
• Help define reporting, dashboarding, and performance measurement strategies
• Leverage enterprise data platforms to improve visibility, decision-making, and operational performance
• Ensure business stakeholders fully adopt and realize value from technology investments

AI & Automation Initiatives

• Identify opportunities to automate manual workflows using AI and intelligent automation technologies
• Evaluate emerging tools and platforms that can improve efficiency and scalability
• Partner with technical teams to design and implement AI-enabled business processes
• Drive organizational adoption of new capabilities

Stakeholder Management

• Build trusted relationships across business and technology teams
• Influence without direct authority
• Present recommendations and project updates to executive leadership
• Align diverse stakeholders around strategic priorities and implementation plans
• Serve as the primary liaison between business users and technical delivery teams