Financial Transformation & Client Integration Lead

RKL LLP; Allentown (Lehigh County); On-site; USD 90,000 - 100,000; Full time

Job summary

RKL LLP in Allentown, PA seeks a Financial Transformation and Client Integration Manager to lead digital transformation for client financial processes and manage new client onboarding on our outsourced financial management platform.

The role requires senior-level experience in accounting/finance, expertise with cloud-based financial solutions, and strong leadership to guide cross-functional teams through complex integrations. Competitive salary and benefits offered.

Qualifications

• 7+ years of experience in accounting or financial operations.
• At least 3 years in process improvement or transformation roles.
• Strong understanding of accounting principles and financial processes.
• Proven experience implementing digital transformation initiatives.
• Experience with workflow management and documentation systems.
• Knowledge of API integrations and system connectivity.
• Excellent project management skills with leadership experience.

Responsibilities

• Evaluate existing client financial processes to identify automation opportunities and efficiency improvements.
• Design and implement solutions using the RKL Virtual tech stack for cloud-based financial management and automation.
• Develop standardized procedures for scalable financial management operations across clients.
• Lead process reengineering to streamline workflows and reduce manual tasks.
• Monitor ROI and effectiveness of transformation initiatives.

Skills

Leadership

Project management

Communication

Problem-solving

Attention to detail

Client focus

Adaptability

Education

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

Tools

QBO

Sage Intacct

Xero

Job description

RKL LLP in Allentown, PA seeks a Financial Transformation and Client Integration Manager to lead digital transformation for client financial processes and manage new client onboarding on our outsourced financial management platform.

The role requires senior-level experience in accounting/finance, expertise with cloud-based financial solutions, and strong leadership to guide cross-functional teams through complex integrations. Competitive salary and benefits offered.