Job Description
Software Guidance & Assistance, Inc., (SGA), is searching for a Head of Organizational Readiness - Finance & Risk Transformation for a contract assignment with one of our premier Insurance services clients in New York, NY or Stamford, CT . Responsibilities : Accountable for the operational plan, including communications, change management, and training strategy that enables successful adoption of technology solutions across the Finance & • Risk organization. The initial focus will be the deployment of the Oracle Planning and Expense Management optimization solutions for the FP&A organization. Ensures Finance & • Risk leaders and teams are informed, prepared, and capable of operating new planning, forecasting, and expense management processes at go-live and beyond. partners closely with Finance Transformation, FP&A, Technology, Risk, HR Business Partner and Communications teams to translate Oracle Planning implementation into sustained behavior change, role clarity, and embedded ways of working. Cross-Functional Leadership & • Governance Serve as the single point of accountability for Communications, Change Management, and Training within the E2E Planning & • Expense Management Operational Readiness workstream. De ne and own the Operational Readiness framework for Finance & • Risk. Establish readiness governance, milestones, and success criteria aligned to program delivery timelines and business outcomes. Drive alignment across Finance, Technology, Risk, and Transformation teams to ensure consistent messaging, change reinforcement, and user enablement. Provide clear, concise readiness updates to Finance & • Risk leadership, highlighting adoption risks, dependencies, and required decisions. Partner with program leadership to inform go-live readiness decisions from a people-readiness perspective. Finance Communications Leadership (in partnership with Communications Business Partner) Drive the Finance & • Risk Operational Readiness communications strategy for Oracle Planning, ensuring consistent, timely, and targeted messaging across all impacted Finance stakeholders. Identify stakeholder groups (FP&A, Business Finance, Controllership, leaders) and tailor communication approaches based on level of impact and readiness. Develop and govern Finance & • Risk communications artifacts, including key messages, FAQs, leader talking points, walkthrough decks, and milestone updates. Coordinate phased communications (leadership, managers, end users) to support awareness, engagement, and readiness ahead of key milestones and go-live. Gather feedback on communication effectiveness and continuously re ne messaging based on adoption signals and readiness insights. Change Management (in partnership with HR Business Partner) Lead the change management approach for Oracle Planning, aligned to enterprise change standards and the Finance & • Risk transformation objectives. Conduct change impact assessments in partnership with our implementation partner to understand how Oracle Planning affects roles, processes, decision-making, and performance expectations. Partner with FP&A leaders to prepare them to lead their teams through change, reinforcing new planning behaviors and retiring legacy tools and shadow processes. Establish change checkpoints and readiness pulse checks to assess adoption risks and drive mitigation actions. Ensure change activities are tightly integrated with program milestones, communications, and training delivery. De ne and track readiness and adoption metrics, including operational performance indicators, user readiness, and stabilization outcomes. Training & • Enablement for Oracle Planning Own the training and enablement strategy for Oracle Planning, ensuring users are prepared to execute their roles effectively at go-live. Partner with FP&A, Technology, and SMEs to de ne role-based training curricula aligned to Oracle Planning work fl ows and Finance processes. Oversee development of Finance job aids, process guides, simulations, and on-demand learning assets. Ensure training delivery is sequenced appropriately (pre-go-live, go-live, post-go-live reinforcement) to support sustained adoption. Track training completion, pro fi ciency, and readiness metrics and escalate risks where gaps remain. Required Skills : Senior experience leading commun