Vice President (Manager), Finance Transformation
Vice President (Manager), Finance Transformation
L7
Industries
Other Management Consulting ServicesAdministrative Management and General Management Consulting ServicesPortfolio Management and Investment Advice- Conduct and support finance function diagnostics: assessing an organization's people, process and technology to come up with recommendations and a value-creation roadmap
- Design and support process enhancements across the any of the following process areas: lead-to-cash, source-to-pay, record-to-report and FP&ADesign future state operating platforms (organization structure, finance processes, technology stack)
- Develop implementation plans for initiatives on a strategic roadmap, supported by quantified benefits/value and qualitative substantiation
- Support execution of plans to optimize technology, drive process automation (within ERPs or leveraging bespoke technologies and AI)
- Support Transformation Directors in driving transformation program governance over multi-workstream engagements
- Support the coordination of change management across multiple functions and workstreams
- Determine and measure the ROI of improvement initiatives, identifying risks to delivery and working with client and internal teams to develop mitigation strategies
- Bring financial expertise and leading practices to engagements
- Manage transformation workstreams at a single client – under the guidance of Accordion Managing Directors, Senior Directors and/or Directors
- Manage junior resources (Associates, or Analysts)
- Interact and build relationships with all levels of client stakeholders at portfolio companies as well as representatives from Private Equity sponsors
- Assist in growing the firm by supporting business development activities – developing proposals in collaboration with multiple practice teams
- Support internal firm initiatives to enhance our ability to serve clients and continually improve our internal capabilities
- Travel to client site as needed
- You Have:
- Minimum 5+ years of relevant professional experience working in a client serving role at a top-tier public accounting or financial advisory firm, and/or mix of client service and private industry experience at a senior level
- Bachelor's degree in Accounting, Finance or related field. MBA is a plus
- Proven experience successfully leading workstreams, managing not only client dynamics but internal team dynamics as well
- A strong and up-to-date knowledge of finance best practices specifically related to the professionalization of the finance function
- Generalist across, or subject matter expert in, financial business processes including order-to-cash, procure-to-pay, record-to-report, FP&A, as well as other functions under the CFO purview
- Extensive expertise related to the design and implementation of strategies, processes and technology which increase effectiveness, reduce costs and improve profit/shareholder value
- Experience enabling financial processes with finance automation and technology deployment
- Experience performing financial function assessments
- Experience supporting strategic finance transformations
- Experience working in a private equity environment, with an understanding of the unique requirements of the private equity consulting environment
- Strong Excel and PowerPoint skills
- Strong client service mindset
- You Are:
- A self-starter with a strong work ethic
- A strong team player, able to work with team members across all levels
- Someone who enjoys mentoring others and being mentored by others
- Excited to be part of a growing team, with a focus on driving future growth
- Able to effectively communicate complex issues and solutions, and raise issues to senior team members when necessary
- Passionate about delivering exceptional client service
- Full of entrepreneurial spirit and comfortable in a fluid, flat organization
- Willing to get your hands dirty in the details of a project while simultaneously seeing the whole picture
Level
ManagerL7
Location
Millbrae, CA
Occupation
Financial Managers
Industry
Other Management Consulting Services
Posted
yesterday
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