Director – CFO Technology Strategy & Transformation | Business Transformation

Embark People, LLC; Dallas (TX); On-site; USD 180,000 - 200,000; Full time

Benefits offered by this job

100% insurance premiums for you and my

401K matching up to 6%

Fully paid parental leave

Monthly family gym stipend

Monthly team outings

Job summary

Embark People, LLC is seeking a Senior Manager or Director to lead the CFO Consulting Practice, guiding finance and IT teams through transformation programs and global ERP modernization. You will drive automation, architecture assessments, and enterprise systems rationalization for enterprise and mid-market clients.

The role emphasizes practice development, team leadership, and go-to-market efforts within a dynamic, award-winning culture. Join a team delivering measurable business impact.

Qualifications

• Bachelor's degree in Finance, Accounting, MIS, or related field.
• 10+ years of progressive experience in management consulting or transformation within a finance organization.
• Experience leading complex transformation projects across ERP strategy, systems integration, or business process optimization.

Responsibilities

• Serve as the primary engagement lead for CFO tech transformation programs, overseeing multi-functional teams across finance, IT, and operations.
• Lead design and implementation of finance technology strategies, ERP roadmaps, and automation opportunities.
• Manage full lifecycle of global systems rationalization and ERP modernization efforts (NetSuite, Oracle, Workday, SAP).
• Translate finance requirements into scalable systems and automated workflows to improve efficiency and control.
• Lead discovery and deployment of process automation solutions (RPA, workflow tools, AI/ML) for close-to-report, procure-to-pay, and quote-to-cash.

Skills

Leadership

Stakeholder management

Finance transformation

Project management

Education

Bachelor's degree in Finance, Accounting, MIS, or related field

Tools

UiPath

Automation Anywhere

Power Automate

Alteryx

Job description

Experience a 45X+ award-winning culture!

Embarkers enjoy:

• Unlimited PTO: Enjoy unlimited PTO to recharge and pursue your passions
• Comprehensive healthcare: 100% paid premiums for you and your family
• Whole human growth: $150 monthly stipend for holistic development
• Career advancement: Access to CPE credits, learning platforms, coaching, and professional development
• Financial support: Up to 3% 401(k) matching and financial advisory services
• Team and community engagement: Monthly social events within your market, charitable matching, and great people!

Work-life integration: We encourage our team to balance work with personal life. 95% of our employees feel they can take time off when necessary

Growth and development: We offer continuous learning opportunities, including CPE credits and coaching, to support our employees' professional growth and ensure they execute excellently for clients

Award-winning culture: Recognized for our outstanding workplace environment, we prioritize the happiness and well-being of our team

Embark isn't your ordinary consulting firm. We're committed to cultivating a workplace where everyone can thrive—where happiness is at the core of our success. Where Happy Works.

Our team is dedicated to solving complex problems for finance, accounting, HR, and technology leaders with forward-thinking solutions and unparalleled hospitality.

About the role:

We are seeking an accomplished and forward-thinking Senior Manager or Director to join our growing Office of the CFO Consulting Practice, leading transformational projects at the intersection of finance, technology, and process automation. This role focuses on guiding CFOs and finance leaders through high-impact initiatives including IT strategy, digital finance transformation, global systems rationalization, and intelligent process automation (IPA). You will help enterprise and mid-market clients modernize finance functions, optimize technology investments, and embed automation into the DNA of how finance operates. Beyond client delivery, this is a leadership position with responsibility for practice development, team building, and driving go-to-market efforts.

What you'll be doing:

Client Delivery & Transformation Leadership

Serve as the primary engagement lead for complex CFO tech transformation programs, overseeing multi-functional teams across finance, IT, and operations. Lead clients through the design and implementation of finance technology strategies, including ERP roadmaps, automation opportunities, and enterprise architecture assessments. Manage full lifecycle of global systems rationalization and ERP modernization efforts (e.g., NetSuite, Oracle, Workday, SAP), including pre‑implementation planning and post‑go‑live optimization. Translate finance function requirements into scalable systems and automated workflows to enhance efficiency, control, and insight generation. Lead discovery and deployment of process automation solutions, including RPA, workflow tools, and AI/ML applications for functions such as close-to-report, procure-to-pay, and quote-to-cash. Deliver results that drive measurable improvements in cycle time, accuracy, resource allocation, and stakeholder experience.

Finance Function Expertise

Apply deep subject matter expertise in finance and accounting processes including controllership, FP&A, revenue recognition, financial close, audit readiness, and internal controls. Advise clients on finance operating model evolution, data governance, and digital enablement strategies aligned to long‑term growth and compliance. Leverage understanding of key finance applications (e.g., BlackLine, OneStream, Anaplan, Coupa, Salesforce) to inform system design and automation integration.

Practice Leadership & Innovation

Lead continued buildout of Embark’s offering, defining services around ERP strategy, automation enablement, and digital finance architecture. Create IP and delivery frameworks for intelligent automation—including opportunity assessment tools, automation playbooks, and ROI models. Stay ahead of market trends in AI, RPA, workflow orchestration, and embedded analytics to ensure our offerings remain cutting‑edge and outcome‑focused.

Business Development & Market Growth

Support proposal development, solution scoping, and client presentations for technology and automation‑focused initiatives. Develop and maintain strong client relationships to identify new opportunities and support ongoing transformation journeys. Leverage your personal and professional network to generate leads and drive new business aligned to our CFO transformation practice. Represent the firm in the marketplace through participation in conferences, webinars, and thought leadership initiatives.

People Development & Coaching

Serve as a people leader and culture carrier, mentoring consultants and managers across career development, delivery excellence, and client relationships. Foster a collaborative, inclusive, and feedback‑driven team environment that emphasizes innovation, ownership, and continuous improvement. Lead internal training sessions on finance transformation, automation strategy, and systems integration to build team capability.

To be a good fit for this role you will have:

• Bachelor's degree in Finance, Accounting, MIS, or related field.
• 10+ years of progressive experience in management consulting (Big 4 or similar) or a transformation role within a finance organization.
• Demonstrated experience leading complex transformation projects across ERP strategy, systems integration, or business process optimization.
• Working knowledge of automation tools and frameworks (e.g., UiPath, Automation Anywhere, Power Automate, Alteryx) and how to apply them within finance functions.
• Strong grasp of core finance and accounting processes and enabling technologies.
• Proven ability to advise and influence executive stakeholders including CFOs, CIOs, and Controllers.

Added bonus if you have:

• CPA, MBA, or systems certifications (Oracle, SAP, NetSuite, Workday, etc.)
• Direct experience designing and deploying automation at scale within a finance function.
• Familiarity with Agile delivery methodologies, PMO best practices, and digital enablement roadmapping.
• Experience supporting PE-backed or high‑growth clients through finance systems maturity and transformation.

What's in it for you:

• We pay 100% of insurance premiums on medical, dental, and vision for you AND your family
• Typical compensation range of $180,000- $200,000 based on experience
• We match 50% to 6% on our 401K
• Fully paid parental leave for all new parents
• Monthly stipend for family gym memberships
• Highly competitive salaries
• All the technology you’ll need to be successful, the most advanced software, and accessories to ensure you get the job done in style
• Monthly team outings (think: axe throwing, a trip to the State Fair, go-kart races, etc.)

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

Upon offer of employment, employees will be asked to submit to a background check and drug screen. Dependent on ongoing client requirements, employees may also be asked to submit to a drug screening and background check throughout employment.