Finance Transformation Manager

Agentic Endeavor; Philadelphia (Philadelphia County); On-site; USD 100,000 - 130,000; Full time

Job summary

A leading consulting firm in Philadelphia is seeking a Finance Transformation Consultant to lead projects that implement AI-powered FP&A solutions. This role requires strong analytical and project management skills, with a focus on optimizing financial processes. Candidates must have a Bachelor's degree in Finance or Accounting and at least 5 years of experience in finance transformation or consulting. The position offers an opportunity to shape finance strategies across multiple industries.

Qualifications

• Bachelor's degree in Finance, Accounting, or related field; CPA or CFA preferred.
• 5+ years of experience in finance transformation or management consulting.
• Strong knowledge of FP&A, accounting systems, and financial reporting.
• Experience with AI/ML applications in finance.
• Proficiency in financial modeling and data visualization tools.
• Excellent project management and client management skills.
• Strong analytical and problem-solving abilities.

Responsibilities

• Lead finance transformation engagements from planning to implementation.
• Design and implement AI-driven forecasting and budgeting solutions.
• Conduct process improvement analysis and develop optimization strategies.
• Manage stakeholder relationships and change management initiatives.
• Develop financial models and scenario analysis frameworks.
• Train client teams on new systems and processes.

Skills

Project management

Analytical skills

Financial modeling

Client management

Understanding of FP&A

AI/ML applications

Education

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

CPA or CFA preferred

Tools

Data visualization tools

Job description

Drive finance transformation projects for clients across multiple industries. Implement AI-powered FP&A solutions, optimize financial processes, and deliver measurable improvements in efficiency and accuracy.

Key Responsibilities

• Lead finance transformation engagements from planning to implementation
• Design and implement AI-driven forecasting and budgeting solutions
• Conduct process improvement analysis and develop optimization strategies
• Manage stakeholder relationships and change management initiatives
• Develop financial models and scenario analysis frameworks
• Train client teams on new systems and processes

Requirements

• Bachelor's degree in Finance, Accounting, or related field; CPA or CFA preferred
• 5+ years of experience in finance transformation or management consulting
• Strong knowledge of FP&A, accounting systems, and financial reporting
• Experience with AI/ML applications in finance
• Proficiency in financial modeling and data visualization tools
• Excellent project management and client management skills
• Strong analytical and problem-solving abilities