Director, Value Engineering - Financial Services

Celonis Celonis · Data AI · New York, NY · Value Engineering

Celonis is seeking a Director of Value Engineering for Financial Services to lead their North American practice. This role involves partnering with C-level executives to translate institutional strategies into business value using Celonis' Process Intelligence platform, which leverages advanced AI capabilities. The director will oversee transformation programs, drive commercial strategy, and provide product feedback, focusing on P&L impact and operational efficiency within financial institutions.

What you'd actually do

  1. Translate Institutional Strategy: Partner with C-Level executives (COO, CIO, Heads of Lines of Business) to map bank and carrier strategic goals across Banking and Insurance —such as T+1 Settlement Readiness, Regulatory Compliance, or Claims Modernization—to specific Celonis capabilities.
  2. Drive the COO & CTO Agenda: Bridge the gap between technical innovation and operational reality. Ensure the team designs solutions that solve critical business problems (e.g., Reducing Manual Touchpoints, Modernizing Legacy Systems) while wrapping every proposal in a robust ROI model that validates the investment.
  3. Commercial Strategy: Partner with FSI Sales Leadership to scrutinize pipeline health, qualify strategic engagements, and effectively allocate resources (deploying Industry Partners vs. Execution Teams) to maximize ARR growth.
  4. Orchestrate the "Digital Twin": Guide the delivery of complex transformation programs that link siloed divisions. You will oversee execution across value chains such as targeting Trade Lifecycle (Front-to-Back), Client Onboarding (KYC/AML), and Insurance Claims (Triage/Settlement).
  5. Codify FSI Best Practices: Turn our successes into reusable assets to scale the practice. You will drive the creation of industry-specific playbooks

Skills

Required

  • 12+ years of relevant experience
  • 5+ years in a people-management role
  • Deep, granular understanding of the Financial Services value chain
  • Demonstrated ability to qualify complex engagements and drive commercial strategy
  • Understanding of the modern FSI technology stack
  • Proven history of leading large-scale transformation programs
  • Extensive experience presenting to C-Level executives

Nice to have

  • Process Intelligence
  • Process Mining
  • SaaS
  • Enterprise SaaS
  • AI capabilities
  • Process Intelligence Graph
  • Capital Efficiency
  • Operational Resilience
  • Combined Ratio optimization
  • P&L impact
  • Office of the COO, CIO, and Chief Digital Officer
  • T+1 Settlement Readiness
  • Claims Modernization
  • Reducing Manual Touchpoints
  • Modernizing Legacy Systems
  • ROI model
  • ARR growth
  • Digital Twin
  • Trade Lifecycle
  • Client Onboarding
  • KYC/AML
  • Insurance Claims
  • Triage/Settlement
  • Straight-Through Processing (STP)
  • Exception Management
  • Legacy Mainframe vs. Cloud interaction
  • Steering committees
  • Data lineage
  • Security
  • Regulatory reporting
  • G-SIBs
  • Carriers
  • Client Value Partners (CVPs)
  • Value Engineering leaders
  • Executive presence
  • Domain authority
  • Resource Management
  • Sales
  • Renewals
  • Adoption targets
  • High-touch strategic consulting
  • Scalable value delivery

What the JD emphasized

  • Financial Services
  • Management Consulting
  • Value Engineering
  • Financial Services Operations
  • FSI Domain Fluency
  • Commercial Acumen
  • Technical Context
  • Value Realization Track Record
  • Stakeholder Management
  • Regulatory Compliance