Product Owner, Financial Services

MorganFranklin Consulting - Dallas, TX

Full-time - Mid Level

Dallas, TX

Professional, Scientific, and Technical Services

About the position

The Product Owner in the Strategy & Transformation team is responsible for leading innovative solutions and driving transformation initiatives that significantly impact client success. This role involves guiding clients through major financial transformations, delivering strategic advice to C-Level executives, and managing project teams to deliver complex engagements. The position requires a collaborative approach to problem-solving and a commitment to understanding client needs in the context of financial and business transformation.

Responsibilities

• Lead innovative solutions and drive transformation initiatives that significantly impact client success.
• Guide a diverse set of commercial clients through major financial transformations, from growth and mid-size companies to leading enterprise Fortune 100 brands.
• Deliver strategic advice and solutions to C-Level executives on how to obtain value from major investments and transformations.
• Facilitate client working sessions ranging from executive and board level meetings to large group presentations and requirements gathering exercises.
• Lead current state assessments of business challenges and build improvement roadmaps.
• Develop and execute against clients' strategic initiatives with a hands-on approach.
• Manage, coach, and lead project teams to deliver complex engagements.
• Identify and participate in business development efforts across all stages, including market analysis and proposal development.
• Build and maintain meaningful relationships with clients at all levels based on integrity and trust.
• Contribute to industry best perspectives on market trends such as data and digital transformation, emerging technology, and regulatory demands.
• Develop product specifications and communicate them to client leadership and stakeholders.
• Oversee agile ceremonies and define scrum backlog items to guide development teams towards product delivery.

Requirements

• BA/BS in Business, Finance, Computer Science, Business Analytics or related discipline.
• 3+ years of Product experience in a leading technology organization, including as a Product Owner or Product Manager.
• 5+ years of client-facing experience in a professional services organization, and/or highly relevant industry/functional experience in Technology/Product Management, Finance/Banking, Operations.
• Demonstrated track record helping companies undergo transformation.
• Strong problem-solving skills with a strategic mindset.
• Functional experience with managing major product and/or agile teams, particularly in a Scrum or Scaled Agile model.
• Experience in Finance Transformation, including tools and processes associated with Close and Consolidation, FP&A, Order to Cash, Procure to Pay, or Treasury Management.
• Experience in Business Transformation, including process optimization, legal entity consolidation, mergers and acquisitions, or large systems implementation.
• Demonstrated ability to adopt a customer-centric approach in product development and service delivery.
• Prior experience working directly with and advising C-Level executives, including experience presenting complex ideas and facilitating executive workshops.
• At least 2 years working with Data Analytics or Software Delivery.
• Experience creating process documentation and writing business requirements.
• Highly effective interpersonal skills and emotional intelligence.
• Strong quantitative and analytical skills.
• Demonstrated experience in team/project management to include people management.
• Willingness to travel at least 25% of the time in the future.

Nice-to-haves

• Master of Business Administration (may substitute for business-related undergraduate degree).
• Progressive responsibility in managing client relationships and achievement against business development goals.
• 3+ years of experience translating business strategy into digital products.
• Relevant Product and/or Agile certifications (e.g. Certified Scrum Product Owner).
• Strong ability to translate product concepts and ideas into Epics and User Stories; experience with Atlassian tools, including Jira and Confluence.
• Experience with Financial Regulations: Familiarity with financial regulations and compliance standards (e.g., SOX, IFRS, GAAP).
• Certified Financial Analyst (CFA) or Certified Public Accountant (CPA) certification is a plus.
• Experience working with global clients and managing cross-cultural teams.
• Experience with emerging technologies such as AI, or machine learning in financial services.