Position: Principal - Finance Transformation

Function: Technology / Finance Transformation

Reporting To: CFO / VP Finance

Location: Hyderabad

PREFER CANDIDATES WHO ARE AVAILABLE FOR CLIENT INTERVIEW ON AUGUST 10, 2026.

ROLE PURPOSE

- The Technology Principal – Finance will be a strategic technology partner to the CFO / VP Finance , responsible for defining and executing a 12–24 month Finance Technology vision that delivers measurable business and financial outcomes.

- The role goes beyond traditional IT delivery. The leader will shape how AI, automation, data and technology transform Finance operations , including close, forecasting, AP/AR, FP&A;, reporting and controllership.

- The successful candidate will combine Finance domain understanding, technology strategy, AI, commercial leadership and execution capability , with accountability for measurable efficiency and EBITDA impact.

KEY RESPONSIBILITIES 1. Finance Technology Strategy

- Own the 12–24 month technology vision and roadmap for Finance , aligned to business and financial priorities.
- Translate strategy into quarterly execution plans , investments, milestones and measurable outcomes.
- Define opportunities to modernize, simplify and automate Finance technology and processes.
- Establish priorities across Finance applications, data, analytics, automation and AI.

2. AI & Finance Transformation

- Develop and drive a practical AI strategy for Finance .
- Identify where AI can materially transform:
- Financial close and controllership
- Forecasting and FP&A;
- Accounts Payable / Accounts Receivable
- Management reporting
- Finance operations and shared services
- Financial controls and decision support
- Build business cases for AI / automation initiatives and drive them from pilot through scaled adoption.
- Ensure AI investments are tied to measurable business value rather than technology experimentation.

3. CFO / Finance Leadership Partnership

- Act as a trusted technology advisor to the CFO, VP Finance and Controllers .
- Present technology strategy, business cases, investment proposals, risks and trade-offs directly to senior Finance leaders.
- Translate complex technology concepts into financial, operational and business outcomes .
- Challenge existing approaches and recommend technology and operating-model improvements.




- Demonstrate previous transformation outcomes with specific, quantified examples .

4. Value Creation & Business Impact

- Own the business case and value realization for Finance technology investments.
- Track outcomes including:
- EBITDA / cost impact
- Productivity gains
- Finance process efficiency
- Close-cycle reduction
- Forecasting improvements
- AP/AR automation
- Working-capital improvement
- Risk and control improvements
- Ensure technology programs deliver measurable outcomes beyond project completion.

5. Vendor & Commercial Management

- Own strategic Finance technology vendor relationships end-to-end.
- Lead vendor evaluation, negotiation, commercial terms, contracting and renewals.
- Own negotiation outcomes, including legal and contractual follow-through , rather than handing off after commercial discussions.
- Partner with Procurement and Legal while retaining accountability for the outcome.
- Establish vendor performance governance and drive cost and value optimization.

6. Transformation Execution

- Govern Finance technology initiatives from strategy through implementation, adoption and value realization .
- Identify execution risks, dependencies and resource requirements.
- Ensure technology programs remain aligned to Finance priorities.
- Build effective partnerships across Finance, Technology, Data, Security, Procurement and external partners.

KEY PERFORMANCE INDICATORS Success will be measured by:

- Measurable EBITDA / cost-efficiency impact from Finance technology initiatives.
- Productivity improvements across Finance.
- Reduction in close and other Finance process cycle times.
- Improved forecasting and planning efficiency.
- AP/AR automation and working-capital benefits.
- ROI and payback from AI / automation investments.
- Successful execution of the 12–24 month Finance Technology roadmap.
- Vendor cost optimization and commercial value realization.
- Adoption and business impact of AI-enabled Finance capabilities.




- CFO / Finance leadership satisfaction with technology partnership.

EXPERIENCE & QUALIFICATIONS

- 15+ years of experience in Technology, Finance Technology, Digital Transformation, Enterprise Applications, Technology Consulting or related areas.
- Solid experience partnering directly with CFOs, Controllers, VPs of Finance or senior Finance leadership .
- Proven ownership of Finance technology strategy and transformation.
- Experience developing and executing 12–24 month technology roadmaps .
- Strong understanding of Finance processes including Record-to-Report, Procure-to-Pay, Order-to-Cash, FP&A;, Forecasting, Close & Consolidation, AP/AR and Management Reporting .
- Demonstrated experience applying AI, automation, analytics or emerging technologies to Finance .
- Strong vendor management and commercial negotiation experience, including contracts.
- Proven record of delivering measurable financial, productivity or operational outcomes from technology investments.

MUST-HAVE CANDIDATE EVIDENCE Candidates should be able to demonstrate specific examples of:

1. A Finance technology strategy they personally authored and executed.
2. A Finance transformation delivering measurable cost, EBITDA or productivity impact .
3. An AI / automation initiative applied to Finance.
4. Direct influence on a CFO / VP Finance / Controller decision.
5. A major technology vendor negotiation personally led through commercial and contractual closure.
6. Transformation of Finance processes such as Close, Forecasting, AP/AR or FP&A; .
7. A technology investment where they owned business-case and value realization , not merely project delivery.

IDEAL CANDIDATE PROFILE The ideal candidate is a CFO-facing Finance Technology strategist and transformation leader combining: Finance + Technology Strategy + AI / Automation + Commercial Acumen + Transformation Execution + Quantifiable Value Creation.

This is not a conventional Finance IT, ERP Project Management, Technology Operations, Vendor Management or PMO role.

The ideal leader can credibly answer, with evidence:

“What should Finance technology look like 12–24 months from now?”

“Where will AI materially change Finance operations?”

“What measurable financial value have you personally delivered through technology?”

📌 Principal - Finance Transformation (Hyderabad)
🏢 Visara Partners
📍 Hyderabad