Senior Solution Architect - Finance & Accounting

Overview

This role designs end-to-end Finance & Accounting (F&A) outsourcing solutions for prospective clients. You will combine deep F&A operational expertise with business process transformation, benchmarking, commercial modeling, and proposal development. Work with sales, operations, pricing, transition, technology, and client stakeholders to build competitive, scalable, outcome-based solutions.

You will lead solution design activities during pursuit and proposal phases, develop staffing and delivery models, use industry benchmarks to set operational assumptions, and create responses for RFPs, RFIs, and client presentations.

Responsibilities

Solution Design & Deal Shaping

• Design end-to-end Finance & Accounting service delivery solutions across:
  • Source to Pay
  • Order to Cash
  • Record to Report
• Assess client requirements and translate them into scalable operating models.
• Develop service delivery strategies leveraging onshore, nearshore, offshore, and hybrid delivery models.
• Design organizational structures, staffing models, governance frameworks, and service management models.
• Identify process improvement and automation opportunities using workflow, AI, OCR, RPA, and analytics solutions.

Benchmarking & Operational Analysis

• Use internal and external benchmark data to establish:
  • Productivity assumptions
  • Staffing estimates
  • Cost models
  • Performance targets
  • Service level commitments
• Analyze transaction volumes, handling times, complexity factors, and operating metrics.
• Develop capacity models and forecasts to support deal pricing and business cases.
• Recommend best practices based on industry-leading F&A operations.

RFP & Proposal Development

• Lead the F&A solution response for RFPs, RFIs, and client pursuits.
• Develop solution narratives, executive summaries, staffing approaches, transition methodologies, and service delivery models.
• Collaborate with pricing teams to create cost models and commercial recommendations.
• Support proposal reviews to ensure alignment between solution, pricing, and operational assumptions.
• Participate in client presentations, solution workshops, and due diligence sessions.

Client Engagement

• Facilitate discovery workshops to understand client objectives, pain points, and requirements.
• Present solution recommendations to executive stakeholders.
• Respond to client questions about operating models, transformation opportunities, staffing, governance, and delivery capabilities.
• Act as a trusted advisor throughout the sales lifecycle.

Transition & Transformation Planning

• Develop transition and implementation approaches for new engagements.
• Assess transition risks and mitigation strategies.
• Define governance, reporting, and continuous improvement frameworks.
• Support the handoff from sales to implementation teams.

Requirements

• Bachelor's degree in Accounting, Finance, Business Administration, or related field.
• 8+ years of Finance & Accounting operations, consulting, outsourcing, shared services, or business process services experience.
• 3+ years designing solutions for F&A outsourcing, managed services, or shared services organizations.
• Experience supporting large-scale RFP responses and competitive pursuits.
• Strong understanding of F&A process areas and operating models.
• Experience building staffing, productivity, and financial models using benchmark data.
• Advanced Microsoft Excel and PowerPoint skills.
• Strong business writing and executive presentation skills.

Preferred Qualifications

• Experience in BPO, shared services, consulting, or finance transformation environments.
• Knowledge of ERP platforms such as SAP, Oracle.
• Experience with automation technologies including RPA, OCR, AI, and workflow platforms.
• Familiarity with Six Sigma, Lean, or continuous improvement methodologies.

Compensation & Benefits

• Estimated salary range: $130,000 - $180,000.
• Base pay may be eligible for a bonus or incentive based on business need.
• Health & Welfare Benefits: comprehensive plans tailored to needs, effective from day one.
• Retirement savings programs.
• Employee discounts on merchandise, services, travel, and more.
• Career growth opportunities within a global organization.
• Paid training.
• Paid Time Off (PTO) and/or vacation and/or sick time, plus paid holidays.
• Voluntary dental and vision programs.
• Life and disability insurance.

Location

Not specified in the provided description.

Equal Opportunity

The employer is an Equal Opportunity Employer and considers applicants for employment without regard to race, color, creed, religion, ancestry, national origin, age, gender identity, gender expression, sex/gender, marital status, sexual orientation, physical or mental disability, medical condition, use of a guide dog or service animal, military/veteran status, citizenship status, basis of genetic information, or any other group protected by law.