Vice President (Manager), Finance Transformation
Core
Lead finance transformation engagements for private equity portfolio companies, driving process optimization, technology enablement, and strategic value creation for the CFO office.
Role type
Senior Manager, Finance Transformation
Builds
Finance process operating platforms, automation solutions, and strategic value-creation roadmaps for PE-backed companies.
Domain
Private Equity / Financial Consulting / Finance Technology
Required skills
Finance function diagnostics, process design (L2C, S2P, R2R, FP&A), technology stack design, implementation planning, change management, ROI measurement, team leadership, client stakeholder management, business development support, financial automation expertise, PE environment experience, Excel, PowerPoint
Preferred skills
MBA, strategic finance transformation experience, financial function professionalization knowledge
Technologies
ERPs, bespoke technologies, AI tools
Responsibilities
Conduct finance function diagnostics to create value-creation roadmaps; Design and support process enhancements across lead-to-cash, source-to-pay, record-to-report, and FP&A; Design future state operating platforms including organization structure and technology stack; Develop implementation plans with quantified benefits; Support execution of technology optimization and process automation initiatives; Drive transformation program governance for multi-workstream engagements; Coordinate change management across multiple functions; Manage transformation workstreams and junior resources; Build relationships with client stakeholders and PE sponsors; Support business development proposals.
Seniority
Manager, hands-on IC with team leadership