Finance Transformation & Systems Lead (DC)

BGS Consulting; Tacoma (WA); On-site; USD 150,000 - 190,000; Full time

Job summary

BGS Consulting is seeking a full-time consultant in the DC area to support a client through finance transformation initiatives. You will evaluate current-state processes, design scalable, automated finance workflows, and lead or assist with ERP selections and implementations.

You will partner with CFO and executive leadership, manage cross-functional teams, and drive adoption through robust training and documentation.

Qualifications

• 7-10+ years of experience across finance transformation, accounting/finance operations, process improvement, and/or technology enablement.
• Experience leading transformation initiatives across P2P, O2C, Treasury, R2R/Close, and Financial Reporting.
• Strong track record of assessing current-state finance environments and designing future-state operating models and tech solutions.
• Experience helping organizations move from QuickBooks, spreadsheets, and manual processes to scalable ERP, accounting, reporting, and automation platforms.
• Hands-on ERP/system selection and implementation experience, including requirements, data migration, UAT, and change management.
• Strong understanding of accounting processes, internal controls, financial reporting and how finance systems interact with operations.
• Ability to manage complex, cross-functional projects across Finance, Accounting, Operations, IT, and external partners.
• Excellent executive-level communication and presentation skills; translate complex issues into clear business recommendations.
• Highly organized, balancing strategic planning with hands-on execution in a fast-paced environment.
• Experience in professional services or service-based organizations is strongly preferred.
• Experience supporting a rapidly growing or evolving organization and building scalable finance infrastructure.
• Washington, DC metro-area presence with ability to collaborate with leadership as required.

Responsibilities

• Finance Process Assessment & Optimization across P2P, O2C, Treasury, R2R/Close, and Financial Reporting; identify gaps and opportunities.
• Finance Systems & Technology Strategy; assess stacks and develop a practical technology roadmap.
• Process Design & Automation to reduce spreadsheet reliance and standardize procedures.
• Systems Selection & Implementation; gather requirements, evaluate vendors, configure systems, and plan go-live.
• Legacy System Transformation; move from QuickBooks and manual processes to integrated ERP and automation.
• Project & Change Management; manage transformation workplans with milestones and dependencies.
• Training & Adoption; create SOPs and training materials to drive user uptake.
• Executive Communication; present assessments, plans, risks, and decisions to CFO and leadership.
• Vendor & Stakeholder Management; liaise with vendors, partners, consultants and internal stakeholders.
• Continuous Improvement; establish metrics to measure impact and identify further automation opportunities.

Skills

Finance transformation

Process design

Change management

Executive communication

Cross-functional leadership

Project management

Data governance

Stakeholder management

Strategic planning

Tools

QuickBooks

ERP systems

Job description

BGS Consulting is seeking a full-time consultant in the DC area to support a client through finance transformation initiatives. You will evaluate current-state processes, design scalable, automated finance workflows, and lead or assist with ERP selections and implementations.

You will partner with CFO and executive leadership, manage cross-functional teams, and drive adoption through robust training and documentation.