Financial Services Advisor – ERP Technology jobs in United States
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Codex · 1 week ago

Financial Services Advisor – ERP Technology

positionUnited States
timeFull-time
remoteRemote
senioritySenior Level
date7+ years exp

Codex is a company that specializes in providing advisory expertise to financial services organizations. The ERP Financial Services Advisor will guide organizations through ERP modernization and data strategy, engaging with C-Suite executives to align technology investments with business objectives.

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Comp. & Benefits
Hiring Manager
Freya Bull
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Responsibilities

Serve as a strategic advisor to C-Suite leaders (CEO, CIO, CFO, COO, CRO, CDO) on ERP transformation and enterprise data strategy
Lead executive-level discussions on how ERP, analytics, and AI can drive operational efficiency, risk management, regulatory compliance, and financial performance
Establish credibility quickly with senior stakeholders and shape enterprise-wide technology and operating model visions
Assess current ERP and financial systems environments and develop recommendations for modernization, cloud migration, process optimization, and platform consolidation
Advise on vendor selection, contract negotiations, value realization, and long-term technology lifecycle planning
Provide thought leadership on how leading financial services firms are leveraging AI, advanced analytics, and data platforms for areas such as finance transformation, risk and compliance, fraud detection, forecasting, and workforce optimization
Produce high-quality thought leadership content, strategic frameworks, and client-ready deliverables
Support executive workshops, board-level briefings, and strategic planning sessions

Qualification

ERP expertiseData strategyAI technologiesC-Suite engagementFinancial services knowledgeRegulatory complianceConsulting experienceThought leadershipStrategic decision-making

Required

7+ years of advisory or consulting experience with financial services organizations in ERP, data strategy, analytics, or related domains
Proven experience working directly with C-Suite and senior executive leadership
Strong understanding of financial services ERP and enterprise platforms (e.g., SAP, Oracle, Workday, Anaplan, Coupa) and core finance and operations processes
Deep knowledge of data platforms, analytics, and AI technologies, with practical examples of how firms are applying them at scale
Demonstrated ability to define and communicate enterprise strategy, operating models, and business cases
Experience with large banks, insurers, asset managers, or capital markets firms
Track record of influencing strategic decision-making at the executive and board level
Familiarity with regulatory environments, risk management, financial reporting, and compliance requirements
Prior experience with a top-tier consulting firm or strategic advisory boutique

Company

Codex

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★★ Codex Recruitment is a part of the 3pX Group - A Sunday Times Best Place to Work ★★ Codex Recruitment is a Global Recruitment Business focused in the Financial & Accounting Systems Field.
location
London, England, GBR
people-size11-50 employees
web-link
https://www.codexrg.com/

Funding

Current Stage
Early Stage

Leadership Team

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Mike Jones
Founder
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Company data provided by crunchbase