Finance Transformation Lead

Wimmer Solutions; Fort Worth (TX); On-site; USD 69,000 - 77,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

401k & company match

Paid time off

Job summary

Wimmer Solutions seeks a Finance Transformation & RTR Lead to drive the Record-to-Report workstream within the Oracle Cloud integration program in Fort Worth, TX. You will partner with Finance, Accounting, IT, and project leadership to design, document, test, and implement future-state finance processes and systems.

You will lead transformation execution, coordinate dependencies, and support governance, UAT, cutover, and change management efforts while ensuring timely executive communications

Qualifications

• Bachelor’s degree in Finance, Accounting, Business, Information Systems, or a related field.
• 5–8+ years experience in Finance, Accounting, Transformation, ERP implementation, or related projects.
• Strong understanding of RTR processes, financial reporting, period-end close and internal controls.
• Experience supporting ERP implementations, system integrations, or finance transformation initiatives.
• Strong project coordination, documentation, organization, and stakeholder-management skills.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Lead day-to-day RTR transformation and Oracle Cloud initiatives, covering GL, close, reporting, assets, cash, and intercompany.
• Coordinate workstream activities, deliverables, milestones, dependencies, actions, and decisions.
• Translate business requirements into clear system and process requirements with stakeholders.
• Document current and future-state processes, maps, requirements, and operating procedures.
• Develop and execute UAT, cutover readiness, and business readiness activities.
• Prepare executive-ready status updates and governance artifacts.

Skills

Finance transformation

ERP implementation

Project coordination

Stakeholder management

Documentation

Process improvement

Communication

Education

Bachelor’s degree in Finance, Accounting, Business, Information Systems, or a related field

Tools

Oracle Cloud / Oracle Fusion

NetSuite

NetSuite-to-Oracle Cloud integrations

Oracle SuperLedger / AHCS / PBCS / EPM

Job description

The Finance Transformation & RTR Lead provides functional leadership and transformation execution for the Record-to-Report (RTR) workstream within the Oracle Cloud integration program. The role partners closely with Finance, Accounting, IT, business stakeholders, and project leadership to support the design, documentation, testing, and implementation of future-state finance processes and systems.

This role combines strong finance and accounting knowledge with project execution, process improvement, systems integration, documentation, and stakeholder management. The position supports the day-to-day momentum of the RTR workstream while contributing to broader finance transformation and cross-functional initiatives.

Key Responsibilities

1. RTR & Oracle Transformation Leadership

• Lead day-to-day transformation execution of the Oracle Cloud transformation, including General Ledger, period-end close, financial reporting, fixed assets, cash, intercompany, and related accounting processes.
• Coordinate RTR workstream activities, deliverables, milestones, dependencies, action items, and decisions.
• Partner with Finance and Accounting stakeholders to translate business requirements into clear system and process requirements.

2. Transformation & Process Improvement

• Document current-state processes, pain points, risks, and opportunities for improvement.
• Facilitate discovery sessions and working meetings with Finance, Accounting, IT, and cross-functional stakeholders.
• With support from the Accounting team, develop and document future-state workflows, process maps, requirements, and operating procedures.
• Identify process simplification, standardization, automation, control, and reporting opportunities.
• Translate business needs into practical recommendations and clearly communicate impacts, dependencies, and decisions required.
• Support cross-functional integrations involving Finance, Operations, Supply Chain, Commercial, IT, and other business functions.
• Help assess downstream impacts of system, process, organizational, and operating-model changes.
• Support integration initiatives and other strategic projects requiring structured finance, process, and project management support.
• Coordinate dependencies across workstreams and help ensure business requirements are reflected in end-to-end processes.

4. UAT, Cutover & Business Readiness

• Develop and execute UAT scenarios and test cases for RTR processes and related integrations.
• Coordinate business testing, document results, track defects, and support issue resolution.
• Drive RTR business readiness for data validation, cutover readiness, reconciliation, and post-go-live stabilization activities.
• Partner with project teams to ensure finance processes are operationally ready for implementation.

5. Change Management & Organizational Readiness

• Document process changes, impacts, procedures, and training requirements.
• Develop user guides, work instructions, and other training materials to support adoption.
• Process/role impacts, training and business readiness.
• Help stakeholders understand what is changing, why it is changing, and how the future-state process will operate.

6. RTR Workstream Governance & Executive Communication

• Prepare clear status updates, executive-ready slides, and workstream communications.
• Maintain action trackers, decision logs, RAID/RAIID logs, milestones, and other project governance artifacts.
• Clearly communicate progress, roadblocks, risks, decisions needed, and dependencies to project leadership.
• Support leadership meetings and provide organized materials that enable timely decision-making.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business, Information Systems, or a related field.
• 5–8+ years of progressive experience in Finance, Accounting, Finance Transformation, ERP implementation, or related project environments.
• Strong understanding of Record-to-Report processes, financial reporting, period-end close, accounting operations, and internal controls.
• Experience supporting ERP implementations, system integrations, process redesign, or finance transformation initiatives.
• Strong project coordination, documentation, organization, and stakeholder-management skills.
• Ability to manage multiple priorities and maintain composure in a fast-paced, high-change environment.
• Strong written and verbal communication skills, including the ability to communicate effectively with executive stakeholders.

Preferred Experience & Technical Knowledge

• Oracle Cloud / Oracle Fusion implementation or transformation experience.
• Hands-on experience with NetSuite and/or NetSuite-to-Oracle Cloud integrations.
• Familiarity with Oracle SuperLedger, AHCS, PBCS, EPM, and related finance technology.
• Experience with data migration, UAT, cutover, hypercare, and post-go-live stabilization.
• Experience with process mapping, requirements documentation, business process design, and change management.
• Experience in a regulated, healthcare, pharmaceutical, or consumer products environment is a plus.
• CPA, CMA, PMP, or other relevant professional certification is a plus.

Core Competencies

• Finance & Accounting Expertise
• Process Design & Continuous Improvement
• Cross-Functional Collaboration
• Requirements & Documentation
• Organization, Follow-Through & Accountability

Key Success Factors

• Acts as the functional transformation and execution backbone for the RTR workstream.
• Brings strong finance and accounting credibility while understanding broader business processes.
• Creates structure, clarity, and momentum across complex workstreams.
• Keeps stakeholders aligned on actions, decisions, dependencies, and timelines.
• Converts current-state knowledge into well-documented, practical future-state solutions.
• Anticipates risks and dependencies and brings forward clear options and recommendations.
• Produces high-quality documentation and executive-ready communications.
• Builds trust across Finance, Accounting, IT, Operations, and other cross-functional teams

COMPENSATION AND BENEFITS

• Hourly contract rate range of $50.00 to $56.00 based on experience and qualifications, as well as geographical market and business considerations.

Your well-being is important to Wimmer Solutions. All regular, full-time employees working a minimum of 30 hours per week are eligible to participate in the benefits plan. Outside of offering excellent medical, dental, and vision benefits, we also offer the following:

• Paid time off and holidays
• 401k & company match
• Flexible Health Care, Dependent Care, and Commuter Spending Accounts
• Employee Assistance Program
• Life & Accidental Death and Dismemberment Insurance
• Short and Long-Term Disability
• Payroll advance program, Charitable donation match, Athletic event sponsorship,
• Referral reward program, and more…

MORE ABOUT WIMMER SOLUTIONS

Wimmer Solutions is proud to be an equal-opportunity employer. All applicants will be considered for employment regardless of race, color, religion or belief, age, gender identity, sexual orientation, national origin, parental status, veteran, or disability status. Wimmer Solutions is committed to achieving a diverse employee network through all aspects of the hiring process and we welcome all applicants.