Head of Finance Technology (Newport Beach)

Head of Finance Technology

About the Company

Internationally acclaimed fixed-income investment management firm

Industry

Investment Management

Type

Privately Held

Founded

1971

Employees

1001-5000

Categories

• Banking
• B2B
• Consulting & Professional Services
• Enterprise
• Investment Management
• Asset Management
• Asset Management Companies
• Asset Management Firms
• Asset and Fund Management
• Brokerage
• Economics
• FOREX
• Finance
• Hedge Funds
• Investment Banking
• Investment Management Companies
• Investment Management Company
• Investment Management Firm
• Investment Management Firms
• Investment Management Services
• OPEC
• Other Investment Firms
• Financial Services
• Crowdfunding
• Venture Capital

Business Classifications

About the Role

The Company is seeking a Head of Finance Technology to lead the evolution of its finance technology platform. This senior role is pivotal in driving the strategy, architecture, and modernization of mission-critical finance capabilities, including ERP accounting / GL, FP&A, and integrations with firm-wide systems. The successful candidate will be responsible for both the change and run aspects of the platform, ensuring its reliability, controls, and service excellence. Key responsibilities include leading the platform vision and roadmap, establishing architecture principles, and owning platform governance. The role also involves transformational delivery, modernizing ERP / GL and FP&A / EPM, and leading data and analytics for finance. The Head of Finance Technology will be a trusted advisor to the finance leadership, shaping demand, and securing executive sponsorship.

Candidates for this role at the company should have deep finance technology expertise in asset management or capital markets, with a background as a former software engineer or architect. A vendor-agnostic mindset and a proven track record in evaluating and integrating solutions across various platforms are essential. The role requires a leader with a strong understanding of data and analytics, AI, and automation in finance contexts, and experience in global leadership, including managing service partners. Executive communication, stakeholder management, and fluency in agile and ITSM are also key qualifications. A Bachelor's or Master's degree in computer science, engineering, information systems, or equivalent experience is required, with relevant certifications in agile leadership, cloud, ITIL, or finance systems being a plus.

Travel Percent

Less than 10%

Functions