Finance Transformation Lead - Remote & Automation

Finoptimal; Houston (TX); Hybrid; USD 120,000 - 160,000; Full time

Benefits offered by this job

401K with employer match

Medical / Dental / Vision & Insurance

HSA option with employer contributions

Job summary

FinOptimal in Houston, TX is seeking a Finance Transformation Manager who can own month-end closes for new clients and design automated accounting frameworks. You will build scalable reporting in Google Sheets, automate repetitive tasks, and hand off a repeatable bookkeeping system for ongoing work.

The role blends client-facing accounting with technical problem-solving, requiring 5–10 years of experience, GAAP proficiency, and advanced Excel/Sheets skills.

Qualifications

• 5–10 years of accounting experience including month-end close.
• GAAP knowledge and strong reporting capabilities.
• Experience with automation and multi-entity accounting workflows.

Responsibilities

• Own the first three month-end closes for new clients with accurate, timely financials.
• Design and implement automated accounting and reporting frameworks.
• Build advanced Google Sheets workbooks to streamline reporting and reduce errors.
• Hand off a trainable bookkeeping system for recurring work.
• Troubleshoot accounting apps and integrations, including QuickBooks Online.
• Propose scalable solutions balancing accounting best practices with automation.
• Collaborate with internal teams and client stakeholders on issues.

Skills

Advanced Excel

Google Sheets

SQL (business context)

Automation tools

Strong communicator

Education

Bachelor’s degree in Accounting/Finance

CPA preferred

Tools

QuickBooks Online

Zapier

Google Apps Script

Excel macros

Job description

FinOptimal in Houston, TX is seeking a Finance Transformation Manager who can own month-end closes for new clients and design automated accounting frameworks. You will build scalable reporting in Google Sheets, automate repetitive tasks, and hand off a repeatable bookkeeping system for ongoing work.

The role blends client-facing accounting with technical problem-solving, requiring 5–10 years of experience, GAAP proficiency, and advanced Excel/Sheets skills.