Finance Transformation & Systems Manager

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

We are looking to bring on a full-time consultant in the DC area to support the ongoing needs of our client.

Key Responsibilities

• Finance Process Assessment & Optimization: Evaluate the current-state finance organization, workflows, controls, and technology across Procure-to-Pay (P2P), Order-to-Cash (O2C), Treasury, Record-to-Report/Close, and Financial & Management Reporting. Identify process gaps, manual workarounds, control weaknesses, and opportunities for standardization and automation.
• Finance Systems & Technology Strategy: Assess the existing finance technology stack and recommend systems, tools, and integrations that improve scalability, data integrity, reporting, and operational efficiency. Help define future-state requirements and develop a practical technology roadmap.
• Process Design & Automation: Design streamlined, scalable finance processes that reduce reliance on spreadsheets and manual workflows. Establish standardized procedures, approval structures, controls, and reporting processes to support continued organizational growth.
• Systems Selection & Implementation: Lead or support the evaluation, selection, and implementation of new finance and accounting systems, including requirements gathering, vendor evaluation, system configuration, data migration, testing/UAT, and go-live readiness.
• Legacy System Transformation: Help transition the organization from QuickBooks and highly manual processes toward a more sophisticated, integrated finance environment capable of supporting increased transaction volume, reporting requirements, and organizational complexity.
• Project & Change Management: Develop and manage transformation workplans, timelines, milestones, dependencies, and deliverables. Coordinate across finance, accounting, operations, IT, and other business functions to keep initiatives on schedule.
• Training & Adoption: Develop documentation, standard operating procedures, and training materials while helping finance and operational teams successfully adopt new systems and processes.
• Executive Communication: Present assessments, recommendations, implementation plans, project status, risks, and key decisions to CFO and executive leadership, translating complex finance and technology issues into clear business recommendations.
• Vendor & Stakeholder Management: Serve as a key liaison between internal stakeholders and external software vendors, implementation partners, consultants, and other third parties throughout the transformation.
• Continuous Improvement: Establish processes and performance metrics to measure the effectiveness of transformation initiatives and identify additional opportunities for automation, efficiency, scalability, and improved financial visibility.

Requirements

• 7-10+ years of experience across finance transformation, accounting/finance operations, process improvement, systems implementation, and/or technology enablement.
• Demonstrated experience leading transformation initiatives across multiple finance processes, including P2P, O2C, Treasury, Record-to-Report/Close, and Financial Reporting.
• Strong track record of assessing current-state finance environments and designing practical future-state operating models, workflows, and technology solutions.
• Experience helping organizations transition from QuickBooks, spreadsheets, and manual processes to scalable ERP, accounting, reporting, and automation platforms.
• Hands‑on experience with ERP/system selection and implementation, including requirements gathering, process mapping, data migration, UAT/testing, training, and change management.
• Strong understanding of accounting processes, internal controls, financial reporting, and the interaction between finance systems and operational workflows.
• Ability to manage complex, cross‑functional projects involving Finance, Accounting, Operations, IT, and external implementation partners.
• Excellent executive‑level communication and presentation skills, with the ability to clearly articulate findings, recommendations, risks, and implementation priorities.
• Highly organized and capable of balancing strategic transformation planning with hands‑on execution in a fast‑moving environment.
• Experience working within professional services or other service‑based organizations strongly preferred.
• Experience supporting a rapidly growing or evolving organization and building finance infrastructure capable of scaling with the business is preferred.
• Washington, DC metro‑area presence with the ability to work collaboratively with leadership and key stakeholders as required.