Position Overview
We are seeking a Finance Transformation Manager to join our growing advisory practice. This role will help organizations modernize and optimize their finance functions through process improvements, technology enablement, and strategic operating model design.
The ideal candidate will bring Big 4 consulting or advisory experience, a strong understanding of finance and accounting operations, and the ability to lead transformation initiatives for clients across multiple industries.
This individual will work directly with CFOs, Controllers, and finance leadership teams to improve financial processes, implement technology solutions, and strengthen reporting and controls.
Key Responsibilities
Finance Transformation & Process Improvement
- Lead finance transformation initiatives focused on improving efficiency, scalability, and reporting capabilities within client finance organizations
- Assess current-state finance processes across record-to-report, procure-to-pay, order-to-cash, and financial planning & analysis
- Design and implement future-state operating models, workflows, and process improvements
- Identify opportunities for automation, technology integration, and data optimization
Client Advisory & Engagement Leadership
- Serve as a trusted advisor to CFOs, Controllers, and finance leaders on finance transformation strategies
- Lead multiple client engagements simultaneously while maintaining quality and timelines
- Manage project teams, including associates and senior consultants
- Deliver executive-level presentations outlining insights, recommendations, and implementation roadmaps
Technology & Systems Implementation
- Support finance technology implementations including ERP systems, close management tools, and financial reporting platforms
- Evaluate and recommend solutions such as NetSuite, Oracle, SAP, Workday, BlackLine, FloQast, or similar platforms
- Partner with clients to improve data governance, reporting structures, and system integrations
Accounting & Reporting Optimization
- Improve financial close processes, reporting accuracy, and internal controls
- Support clients with U.S. GAAP technical accounting considerations during transformation initiatives
- Assist in designing scalable accounting processes for high-growth and private equity-backed organizations
Practice Development
- Contribute to business development initiatives, including proposals and client presentations
- Develop thought leadership around finance modernization and transformation strategies
- Mentor and develop junior consultants within the advisory practice
Qualifications
Education
- Bachelor’s degree in Accounting, Finance, or related field required
- CPA preferred
Experience
- 6–10+ years of relevant experience
- Prior experience with a Big 4 or national consulting firm advisory practice strongly preferred
- Background in finance transformation, accounting advisory, or process optimization engagements
- Experience working with ERP implementations or finance technology transformation projects
Skills
- Strong knowledge of finance and accounting processes across the finance lifecycle
- Ability to translate complex financial processes into scalable operational solutions
- Excellent project management and stakeholder management skills
- Strong analytical, communication, and presentation abilities
- Experience managing client-facing teams and multiple projects simultaneously
Preferred Qualifications
- Experience working with private equity-backed companies or high-growth organizations
- Exposure to automation technologies, AI, or data analytics tools within finance operations
- Lean / Six Sigma process improvement experience
Why Join Our Advisory Practice
- Opportunity to work directly with C-suite finance leaders
- Exposure to a wide range of industries and transformation initiatives
- Fast-track career progression within a high-growth consulting environment
- Collaborative and entrepreneurial culture