Finance Transformation Senior/Manager

Finance Transformation Manager

Position Summary

The Finance Transformation Manager leads strategic initiatives that modernize finance operations, improve business processes, implement technology solutions, and enhance organizational effectiveness. This role oversees complex transformation programs, manages cross-functional project teams, and partners with executive leadership to develop scalable financial processes that support organizational growth.

The Finance Transformation Manager serves as a strategic advisor responsible for delivering sustainable process improvements, maximizing technology investments, and fostering a culture of continuous improvement across the finance organization.

Key Responsibilities

Transformation Strategy

• Develop and execute the finance transformation roadmap aligned with organizational objectives.
• Lead enterprise-wide transformation initiatives focused on operational excellence, automation, and digital finance.
• Identify strategic opportunities to improve finance operations and organizational performance.
• Build business cases supporting transformation investments.

Program & Project Leadership

• Manage multiple concurrent transformation initiatives.
• Establish project governance, timelines, budgets, and resource plans.
• Monitor project performance and ensure successful delivery.
• Report progress, risks, and outcomes to executive leadership.

Process Optimization

• Lead redesign of end-to-end finance processes including Record-to-Report, Procure-to-Pay, Order-to-Cash, Budget-to-Forecast, and Financial Planning.
• Implement standardized operating procedures and internal controls.
• Drive continuous improvement initiatives across finance functions.

Financial Systems & Technology

• Lead ERP implementations, finance system upgrades, and digital transformation projects.
• Partner with IT to evaluate emerging technologies including automation, AI, workflow solutions, and analytics platforms.
• Oversee system integration and process optimization efforts.
• Ensure technology solutions support business objectives.

Data & Analytics

• Develop finance reporting strategies and KPI frameworks.
• Improve data governance, reporting accuracy, and business intelligence capabilities.
• Promote data-driven decision-making across finance leadership.

Leadership

• Lead cross-functional project teams consisting of finance, accounting, IT, operations, and external consultants.
• Mentor finance transformation analysts and senior team members.
• Foster collaboration and accountability across project teams.
• Build organizational capability for continuous improvement.

Change Management

• Develop comprehensive change management strategies.
• Lead communication planning, stakeholder engagement, and training initiatives.
• Ensure successful adoption of new processes and technologies.
• Manage organizational readiness assessments.

Governance & Risk

• Ensure compliance with financial policies, internal controls, and regulatory requirements.
• Identify project risks and develop mitigation strategies.
• Maintain governance standards across transformation initiatives.

Qualifications

Education

• Bachelor's degree in Finance, Accounting, Business Administration, Information Systems, or related field.
• MBA preferred.

Experience

• 8–12 years of progressive experience in finance, consulting, business transformation, or project management.
• 3 years leading enterprise transformation projects.
• Experience managing ERP implementations and finance technology initiatives.
• Demonstrated success leading cross-functional teams and organizational change.

Skills

• Finance transformation strategy
• Enterprise project management
• Business process reengineering
• Financial systems implementation
• ERP platforms (SAP, Oracle, Workday, Microsoft Dynamics, NetSuite)
• Data analytics and visualization
• Executive communication
• Financial planning and accounting knowledge
• Change management
• Leadership and team development
• Vendor management
• Budget management
• Risk management

Preferred Certifications

• CPA
• PMP
• Lean Six Sigma Black Belt or Green Belt
• Certified Scrum Master (preferred)