Sr Director, Enterprise FP&A and Transformation
Spgi · New York, New York, United States
About the Role:
Grade Level (for internal use):
14About the Role:
The Senior Director of Enterprise FP&A and Transformation is a senior finance leadership position responsible for shaping financial strategy, strengthening business performance, and elevating how FP&A operates across the enterprise. The role is focused on partnering with the Ratings and Energy divisions.
In parallel, the Senior Director will oversee the FP&A transformation project, leading the modernization of enterprise planning, forecasting, reporting and analytical processes through data Fabric, AI-enabled automation, advanced analytics, and next-generation planning tools, driving enterprise-wide FP&A modernization.
The Team:
Our Enterprise FP&A team operates as a strategic partner to executive leadership, with members based across New York, Philippines, and Malaysia working collaboratively on financial planning processes and strategic business insights. The team values analytical excellence, cross-functional partnership, and innovative thinking as we drive enterprise-wide modernization of financial planning processes. This dynamic environment offers direct exposure to senior leadership, Board-level communications, and transformational projects that shape the future of S&P Global's financial operations.
Responsibilities and Impact:
Strategic business partnering:
- Corporate finance counterpart to Ratings and Energy teams during annual budgeting, monthly forecasting, medium-term planning, and scenario planning processes
- Serve as the enterprise strategic finance partner for Ratings and Energy divisions, challenge assumptions, and prepare executive-level financial insights and performance narratives that connect financial results, operational drivers, opportunities, and strategic priorities
- Partner directly with VP Enterprise FP&A and executive leadership on strategic initiatives, capital allocation decisions, and Board financial communications with enterprise-wide visibility
FP&A modernization and transformation leadership:
- Oversee the FP&A transformation project to drive enterprise-wide FP&A modernization, leveraging Data Fabric, AI automation, and advanced analytics to revolutionize financial planning processes
- Identify and prioritize opportunities to embed AI and automation into traditional FP&A workflows, improving speed, accuracy, scalability, and the quality of business insights.
- Develop standardized tools, dashboards, models, and reporting mechanisms that provide greater transparency and operational visibility across the enterprise.
- Establish transformation objectives, milestones, success measures, governance, and adoption plans, ensuring that modernization initiatives deliver measurable business value.
- Foster cross-functional partnerships and lead strategic project coordination across the finance organization, ensuring alignment on enterprise priorities and initiatives
Incentive modeling and performance management
- Lead incentive slope modeling and related financial analysis to assess plan performance, payout outcomes, business affordability, and alignment between compensation structures and strategic objectives.
- Partner with senior leadership and Executive Compensation to evaluate incentive plan design, performance thresholds, targets, funding levels, and potential outcomes under multiple business scenarios.
- Develop clear executive-level materials explaining incentive performance, sensitivities, and financial implications.
- Ensure incentive models are accurate, transparent, appropriately controlled, and aligned with approved financial plans and enterprise performance measures.
- Integrate incentive analysis into forecasts, performance reviews, and strategic planning to provide leadership with a comprehensive view of business and compensation outcomes.
Executive communication
- Prepare clear, decision-ready financial materials for executive leadership, the CFO, and the Board of Directors
- Deliver concise and compelling executive communications that distinguish between reported results, underlying business drivers, emerging risks, opportunities, and required management actions.
- Support regulatory and management reporting requirements as applicable, ensuring accuracy, consistency, transparency, and appropriate review.
Team leadership and development
- Establish clear responsibilities and operating rhythms across the team, ensuring accountability for both day-to-day delivery and longer-term modernization.
- Foster a culture of analytical rigor, collaboration, continuous improvement, and technological advancement.
- Encourage responsible adoption of AI and emerging technologies while maintaining strong financial controls, data quality, and governance.
- Attract, retain, and develop talent with the financial, analytical, technological, and communication capabilities required for a modern FP&A organization.
Compensation/Benefits Information: (This section is only applicable to US candidates)
S&P Global states that the anticipated base salary range for this position is $150,481 to $260,000 USD. Final base salary for this role will be based on the individual’s geographic location, as well as experience level, skill set, training, licenses and certifications.
In addition to base compensation, this role is eligible for an annual incentive plan.
This role is eligible to receive additional S&P Global benefits. For more information on the benefits we provide to our employees, please click here.
What We're Looking For:
Basic Required Qualifications:
- 10+ years of progressive experience in Finance, Corporate Finance, or Accounting roles
- Track record of leading teams and managing large-scale transformation or strategic initiatives in a global organization
- Proven experience with Board-level and executive reporting, including preparation of materials for senior leadership and external stakeholders
- Advanced proficiency in financial planning platforms and data visualization tools (including Tableau, Power BI, or similar)
- Strong expertise in financial modeling, budgeting, forecasting, and variance analysis with ability to synthesize complex data into executive insights
- Proven ability to collaborate effectively across matrix organizations and navigate complex stakeholder relationships
- Experience in senior finance roles within global companies with multi-country responsibility and demonstrated cross-cultural effectiveness
- Experience in Financial Services industry with demonstrated understanding of complex business models
Additional Preferred Qualifications:
- MBA and/or CPA/Chartered Accountant certification preferred
- Demonstrated expertise in change management and project leadership, with ability to guide teams through complex transformations and achieve measurable outcomes
- Exceptional storytelling abilities with experience building compelling narratives for executive audiences and translating financial insights into strategic business recommendations
Right to Work Requirements:
This role is limited to persons with indefinite right to work in the United States.
Return to Work:
Have you taken time out for caring responsibilities and are now looking to return to work? As part of our Return to Work initiative, Restart, we are encouraging enthusiastic and talented returners to apply, and will actively support your return to the workplace.
What’s In It For You?
Our Mission:
Advancing Essential Intelligence.
Our People:
We're more than 35,000 strong worldwide—so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make