Our client is looking for a strategic and process-driven Finance Transformation Project Manager to lead enterprise-wide initiatives that optimize and modernize financial processes. This role focuses on identifying inefficiencies, redesigning workflows, and implementing scalable solutions that drive efficiency, accuracy, and value across the finance function.
You will play a critical role in evolving the operating model of the finance organization through the adoption of best practices, automation, and digital tools—ensuring finance is a proactive and strategic partner to the business.
Key Responsibilities
- Lead and manage finance transformation projects focused on process improvement, standardization, and automation across areas such as P2P, O2C, R2R, FP&A, and close & reporting.
- Conduct current-state assessments and identify pain points, bottlenecks, and inefficiencies within financial operations.
- Design future-state processes that align with business goals and compliance requirements (e.g., SOX).
- Develop and drive project plans, timelines, KPIs, and deliverables for transformation initiatives.
- Partner with stakeholders across Finance, Accounting, IT, Operations, and external consultants to ensure successful implementation.
- Facilitate workshops, interviews, and working sessions to gather input and foster change ownership.
- Support implementation of new technologies (ERP upgrades, automation tools, workflow systems) and optimize their integration into finance processes.
- Ensure clear documentation of workflows, policies, and procedures as part of transformation efforts.
- Track and report progress to senior leadership, highlighting ROI, efficiencies gained, and areas of risk.
- Champion a continuous improvement mindset and help embed operational excellence within the finance culture.
Qualifications
- Bachelor’s degree in Finance, Accounting, Business, or a related field; advanced credentials such as an MBA, Lean Six Sigma certification, or PMP are highly desirable.
- 5–10 years of progressive experience in finance operations, process improvement, or finance transformation, ideally within fast-paced or evolving business environments.
- Proven success leading finance transformation initiatives in matrixed, global organizations.
- Strong familiarity with Shared Services, Centers of Excellence (CoE), and Global Business Services (GBS) operating models.
- In-depth understanding of core finance processes—such as general ledger, FP&A, financial reporting, and shared services—and experience with process mapping and optimization.
- Demonstrated ability to lead cross-functional process redesign and successfully implement enterprise-wide solutions.
- Proficient in ERP systems (e.g., Oracle, SAP, NetSuite) and experienced with automation and workflow tools (e.g., Alteryx, BlackLine, UiPath).
- Exceptional project management skills, with a strong track record of managing multiple priorities, timelines, and stakeholder expectations.
- Outstanding communication and interpersonal skills, with the ability to engage and influence stakeholders at all levels across the organization.
Private Equity & Finance
