Finance Transformation Manager

Overview

This position leads and delivers client engagements focused on improving finance operations, enhancing business processes, and supporting finance transformation initiatives. Work involves assessing current-state processes, developing practical solutions, and implementing improvements that increase operational effectiveness and business value.

The Manager serves as a hands-on trusted advisor to finance organizations, with strong responsibility for project execution, client service, and team leadership.

Responsibilities

Client Delivery & Project Execution

• Lead day-to-day execution of finance transformation and accounting advisory engagements.
• Manage project workplans, budgets, timelines, deliverables, and client expectations.
• Conduct assessments of finance operations, processes, controls, and organizational structures.
• Analyze current-state finance processes and identify opportunities to improve efficiency, effectiveness, and scalability.
• Support transformation initiatives across key finance functions, including:
  • Lead-to-Cash
  • Source-to-Pay
  • Record-to-Report
  • Financial Planning & Analysis (FP&A)
  • Other functions within the Office of the CFO
• Develop recommendations, process improvements, and implementation roadmaps based on client needs and objectives.
• Facilitate client workshops, process-mapping sessions, and stakeholder interviews.
• Support process redesign, operating model improvements, and technology-enabled transformation initiatives.
• Collaborate with technology, risk, tax, audit, and other advisory teams to support integrated client solutions.
• Identify project risks and issues and develop mitigation plans to ensure successful engagement outcomes.

Client Relationship Management

• Build strong working relationships with client management and key stakeholders.
• Serve as the primary day-to-day contact for client teams throughout engagement delivery.
• Provide regular project updates, communicating progress, risks, and key decisions to client leadership.
• Deliver high-quality client service while ensuring projects meet scope, budget, and timeline expectations.
• Identify opportunities to enhance client value and communicate potential needs to engagement leadership.

Team Leadership & Development

• Manage and mentor Senior Associates, Associates, and Consultants across engagement teams.
• Delegate responsibilities and provide coaching, technical guidance, and performance feedback.
• Review work products for quality, accuracy, and consistency.
• Support team development through knowledge sharing, training, and mentorship.
• Assist with engagement staffing and resource coordination across multiple projects.

Practice Support

• Contribute to the development of methodologies, tools, templates, and best practices that support engagement delivery.
• Assist with proposal development, presentations, and client pursuits as needed.
• Participate in internal initiatives aimed at enhancing service offerings and improving delivery capabilities.
• Stay current on industry trends, emerging technologies, finance transformation methodologies, and leading practices.

Requirements

• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field required.
• 6+ years of experience in public accounting, consulting, finance transformation, accounting advisory, or a combination of consulting and industry finance experience.
• Experience leading workstreams or managing project teams within finance transformation, accounting advisory, or business process improvement engagements.
• Strong knowledge of finance and accounting processes, including:
  • Lead-to-Cash
  • Source-to-Pay
  • Record-to-Report
  • Financial Planning & Analysis (FP&A)
• Experience conducting operational and financial assessments and developing actionable solutions.
• Understanding of finance operating models, process improvement methodologies, and transformation frameworks.
• Hands-on experience with ERP systems, financial reporting tools, automation platforms, and data analytics solutions.
• Strong project management, organizational, communication, and presentation skills.
• Demonstrated ability to manage multiple priorities and deliver high-quality client service in a fast-paced environment.
• Strong analytical, problem-solving, and stakeholder management capabilities.
• Willingness to travel as needed, approximately 25–40%.

Preferred Qualifications

• CPA, MBA, or other relevant professional certification.

Compensation & Benefits

• Salary range: $106,900 to $171,00
• Compensation and total rewards include an annual bonus and a comprehensive benefits program, which includes:
  • Medical, dental, and vision care
  • Disability and life insurance
  • Generous Paid Time Off
  • Retirement plans
  • Paid Care Leave
  • Other programs dedicated to enhancing personal and work life and providing financial protection for you and your family

Location

• Candidates must demonstrate eligibility to work in the United States. Work sponsorship will not be provided for this position.
• This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled.