About the Role
We are looking for a strategic and experienced Manager to join our Transformation Management Office and lead finance-led transformation initiatives. In this high-impact role, you will lead the transformation of our financial planning and analysis (FP&A) capabilities and broader finance processes, partnering across the organization to drive automation, scalability, and process excellence. This role requires deep expertise in core finance areas—such as budgeting, planning, forecasting, and reporting as well as proven experience leading cross-functional initiatives in a dynamic, high-growth environment.
You’ll play a critical role in executing transformation strategies that streamline financial operations, implement innovative systems, and promote standardized, efficient workflows.
What You'll Do
- Lead FP&A Transformation: Oversee the FP&A transformation team, guiding initiatives that modernize budgeting, forecasting, planning, and reporting processes to improve scalability, accuracy, and strategic decision-making.
- Drive End-to-End Transformation Projects: Lead complex, cross-functional projects from design through execution, incorporating best-in-class processes and technology solutions that enhance automation, control, and standardization.
- Project Planning & Execution: Develop and implement comprehensive project plans, including timelines, key milestones, resource requirements, and budget oversight. Ensure delivery against established goals.
- Stakeholder Engagement & Change Management: Collaborate closely with senior finance leaders, executive management, and key business partners—including Sales, Product, Legal, Engineering, and Marketing—to gather requirements, build consensus, and drive alignment. Lead change management efforts by clearly communicating the vision, benefits, and impact of transformation initiatives.
- Process Design & Optimization: Conduct workshops, lead root cause analyses, and define future-state process flows. Design and deliver process improvements that simplify operations and enhance compliance.
- Technology Enablement: Work closely with FinTech and Engineering teams to translate business needs into technical requirements, align on project timelines and system capabilities, and define long-term technology roadmaps.
- Performance Tracking & Business Case Development: Build and monitor business cases to assess the financial and operational impact of transformation projects. Define and track KPIs and success metrics to ensure ongoing value realization.
- Policy & Compliance Management: Contribute to the development and refinement of operational policies and procedures that reflect process changes, ensuring adherence to compliance and control standards.
Basic Qualifications
- 7+ years’ experience in Finance Transformation, Corporate Finance, or a similar role, with a proven track record of delivering successful projects and driving process improvements.
- BA/BS
Preferred Qualifications
- BA/BS in Finance, Accounting or Engineering
- Demonstrated the ability to lead cross functional projects
- Oracle R12
- CPA/CMA/MBA
- ERP implementation experience is a plus.
- Experience working in a high-growth, high-volume organization.
- Experience implementing accounting systems and cross-functional processes.
- Experienced knowledge of accounting policies/procedures, SOX controls, and financial statement preparation.
- Familiarity with FP&A software solutions such as EPM, HFM, DRM, etc.
- Exceptional leadership and communication skills, with the ability to influence and engage stakeholders at all levels of the organization.
- Excellent project management skills, including the ability to manage multiple projects simultaneously, prioritize tasks, and meet deadlines.
- Change management expertise, with the ability to drive organizational change and overcome resistance.
- Outstanding business insight, problem-solving, critical thinking, and analytical skills
For Dallas, TX-based roles: The base salary range for this role is USD$131,000 per year - USD$145,500 per year.
For New York, NY-based roles: The base salary range for this role is USD$146,000 per year - USD$162,000 per year.
For San Francisco, CA-based roles: The base salary range for this role is USD$146,000 per year - USD$162,000 per year.