Finance Transformation Lead

Springline Advisory; United States; Remote; USD 150,000 - 170,000; Full time

Job summary

A trailblazing advisory firm seeks a Senior Talent Acquisition Lead to drive finance transformation initiatives, improve workflows, and integrate acquired entities into shared services. The ideal candidate will have operational finance expertise, strong project management skills, and experience in professional services environments.

Benefits

Flexible Work Environment

Dynamic and Innovative Work

Growth Opportunities

Collaborative Culture

Competitive Compensation

Qualifications

• 5+ years in finance transformation with technology implementations.
• Expertise in evaluating and implementing AI and automation tools.
• Experience in private equity-backed and/or professional services sectors.

Responsibilities

• Lead finance process redesign and optimization.
• Design and implement finance shared services strategy.
• Deploy AI and automation tools to enhance finance functions.

Skills

Project Management

Cross-Functional Communication

Operational Finance Expertise

Education

Bachelor’s degree in Accounting, Finance, Business

MBA or CPA preferred

Tools

Sage Intacct

NetSuite

BlackLine

FloQast

Workiva

Job description

This range is provided by Springline Advisory. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$150,000.00/yr - $170,000.00/yr

Direct message the job poster from Springline Advisory

Senior Talent Acquisition Lead @ Springline Advisory | CPA (inactive)

About Our Team:

Springline Advisory is a trailblazing financial and business advisory firm that accelerates next-phase growth for privately held mid-market accounting and advisory firms across the U.S. As the central hub of Springline, our National Team powers the shared capabilities, infrastructure, and innovation that fuel firm-wide success.

We’re proud to invest in our people while promoting an entrepreneurial spirit and providing a faster path to sustainable growth. At Springline, we’re building something greater than the sum of its parts: stronger cultures, future-ready capabilities, and enduring legacies for the teams, clients, and communities we serve. To learn more, visit springlineadvisory.com.

About the Role:

We are seeking a strategic and results-driven Finance Transformation Lead to partner closely with both internal partners and recently acquired companies to execute end-to-end improvements across our finance function, reporting to the CFO.

Operating in a private equity-backed, professional services organization in a highly acquisitive environment, this role will lead key initiatives including shared services development, technology and software implementations, and AI-enabled automation to drive speed, accuracy, and scale.

The ideal candidate will blend operational finance expertise with a builder’s mindset and strong cross-functional communication skills to deliver measurable impact across the organization while enabling seamless integration of acquired entities.

What You’ll Do:

Finance Process Redesign & Optimization

• Standardize processes across acquired entities, particularly in areas of banking, procurement, payroll, revenue recognition, project accounting, and billing
• Optimize core finance workflows (Record-to-Report, Procure-to-Pay, Order-to-Cash) to reduce cycle times, eliminate redundancy, and support scale
• Identify pain points and inefficiencies; develop and execute a roadmap for streamlined, technology-enabled solutions, while maintaining close partnerships with key stakeholders

Shared Services Strategy & Execution

• Design finance shared services center to centralize transactional functions, including AP, AR, payroll, and reporting
• Define organizational structure, roles, SLAs, and governance frameworks for effective service delivery
• Integrate newly acquired entities into shared services infrastructure while advancing quality and speed
• Evaluate and optimize ERP (e.g., Sage Intacct, NetSuite), and supporting tools (e.g., Bill.com, Expensify, Ramp) in close partnership with our Technology organization
• Evaluate and deploy finance technologies that reduce manual work and accelerate close cycles, including BlackLine, FloQast and Workiva

AI & Advanced Automation

• Identify opportunities to deploy AI, machine learning, and RPA to automate reconciliations, journal entries, variance analysis, and close tasks
• Evaluate and pilot AI-driven tools with a focus on reducing billing, procurement and close timelines and improving insight quality
• Operationalize AI tools that support predictive insights and real-time financial decision-making

M&A and Integration Support

• Co-develop system and process integration strategy and execution in a highly acquisitive environment, working closely with Technology, HR, Integration, Accounting and acquired firms.
• Rapidly assess and onboard the finance functions of acquired entities into the shared services and systems architecture
• Contribute to standardization of post-acquisition close processes and ensure timely execution of Day 1 and Day 100 finance readiness plans aligned with value creation goals

About You:

• Bachelor’s degree in Accounting, Finance, Business, or related field (MBA or CPA preferred)
• 5+ years in finance transformation, having experienced technology implementations, process improvements, and shared services development
• Expertise in Sage Intacct, NetSuite, or similar ERP platforms, and close tools like BlackLine, FloQast and Workiva
• Experience evaluating and implementing AI and automation tools in a finance context
• Experience operating in private equity-backed and/or professional services companies, particularly in highly acquisitive environments
• Strong project management skills, executive presence, and the ability to influence cross-functional stakeholders

Why Join Us:

We’re growing rapidly and constantly evolving, allowing our team members to share their unique perspectives, solve new challenges, and own their careers. We’re committed to supporting your happiness, health, and overall well-being by providing comprehensive benefits and perks, including:

• Flexible Work Environment: Remote work location. This flexibility allows you to balance your work and personal life while contributing to an exciting vision and team.
• Dynamic and Innovative Work: An opportunity to play a critical role within a rapidly growing firm with a supportive and collaborative culture.
• Growth Opportunities: A dynamic and supportive environment where your contributions will directly impact the firm’s growth and success and share in the rewards.
• Collaborative Culture: A team-oriented culture that values innovation, entrepreneurial spirit, and growth mindset.
• Competitive Compensation: A comprehensive salary and benefits package, including performance-based incentives and growth opportunities.

Springline Advisory is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing

• Industries

  Accounting

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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