Role & responsibilities

This role drives the movement of work from current-state operations to approved future-state delivery models through structured transition management, business case development, implementation planning, knowledge transfer coordination, risk mitigation, governance, and change management. The position partners closely with Finance, Technology, Risk, Compliance, and business leaders across U.S. and international operations to ensure successful transitions while maintaining operational continuity, control effectiveness, and business ownership.

Key Responsibilities

- Transition Planning:

Build wave-based migration roadmaps, execution activities including scope definition, process assessments, implementation planning and readiness to move processes without disrupting current business operations. Coordinate knowledge transfer activities and operational readiness efforts to support successful transition execution.
- Knowledge Transfer: Coordinate standard operating procedures (SOPs), training schedules, and readiness sign-offs between sending and receiving teams.
- Risk Management: Track risks, assumptions, issues, and dependencies

(RAID) to ensure operational readiness before "Day 1" launch.
- Performance Tracking: Design key performance indicators (KPIs) and

service level agreements (SLAs) to measure post-transition success
- Process Mapping:



Understanding of process hierarchies, operating models, and capability maturity frameworks.
- Experience developing implementation plans, governance structures, and transition roadmaps.
- Experience managing concurrent projects and cross-functional teams in a highly matrixed setting.
- Good understanding of operational risk management, internal controls, compliance requirements, and change management principles.
- Experience coordinating knowledge transfer and business readiness activities.
- Strong communication, executive presentation, stakeholder management.

Success Profile
- Successfully delivers finance transition initiatives from planning through stabilization.
- Establishes sustainable future-state operating models with documented processes, controls, governance, and defined ownership.
- Delivers transition commitments on scope, timing, quality, and business readiness objectives.
- Minimizes operational disruption and risk throughout transition activities.
- Demonstrates measurable value through completed transitions and

implementation outcomes.
- Operates with a strong focus on governance and transparency.

Preferred candidate profile

- Bachelors Degree with 1-3 years in a Transition Role
- Data Proficiency: Strong skills in Excel and PowerPoint for building financial models and presentations.

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