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The Planet Group · 6 days ago

Digital Transformation Consultant (Finance / Insurance)

United States

Contract

Remote

Senior Level

$90/hr - $100/hr

The Planet Group is launching a multi-year digital transformation and is seeking a lead Digital Transformation Consultant with expertise in Finance and Insurance. The primary responsibility of this role is to conduct a comprehensive assessment of the current state and develop a strategic transformation roadmap, while collaborating with leadership to align digital initiatives with business strategy.

ConsultingPharmaceuticalRecruitingStaffing Agency

Hiring Manager

Mike Griffin

Responsibilities

Lead a deep-dive assessment of multiple business units to evaluate processes, systems, and overall digital maturity

Audit the end-to-end technology ecosystem, including legacy platforms, applications, data collection/storage, and infrastructure

Evaluate the Software Development Life Cycle (SDLC), delivery methodologies (Agile/DevOps), and governance to identify bottlenecks

Advise on the integration of AI solutions (e.g., Microsoft Copilot) to enhance workflows, efficiency, and data-driven decision-making

Collaborate with leadership to define a long-term digital vision that aligns directly with our core business strategy

Design a multi-year roadmap, prioritizing initiatives based on business value, technical feasibility, and risk

Build comprehensive financial models and budgets, defining the sequencing of investments and clear ROI metrics

Provide guidance on new operating models, governance, and change management to ensure the transformation is adopted and sustainable

Qualification

Financial Services ExpertiseTransformation LeadershipFinancial ModelingAI LiteracyBusiness/Technical AcumenExecutive Presence

Required

Deep FSI Expertise: Financial Services and Insurance. You must understand business operations, policy/claims lifecycles, and the regulatory/compliance landscape (e.g., FINRA, GDPR, NAIC)

Proven Transformation Leadership: Success in leading enterprise-wide business transformations, specifically the 'Phase 0' design of roadmaps for large-scale organizations

Hybrid Business/Technical Acumen: Strong business-first mindset (65%) with enough technical depth (35%) to vet SDLC, data architecture, and SaaS ecosystems

Advanced Financial Modeling: Demonstrated ability to model investments, plan complex sequencing, and articulate a clear ROI to a CFO or Board

AI Literacy: Familiarity with modern AI tools (Copilot, etc.) and how to apply them in a highly regulated environment

Executive Presence: Exceptional communication and presentation skills; the ability to explain complex technical concepts in plain business terms