Financial Transformation & Client Integration Lead

RKL Virtual Management Solutions LLC; Lancaster (Lancaster County); On-site; USD 90,000 - 100,000; Full time

Job summary

RKL Virtual Management Solutions LLC in Lancaster, PA seeks a Financial Transformation and Client Integration Manager to lead digital transformation of financial processes and oversee seamless client onboarding within our outsourced financial management platform.

You will evaluate existing workflows, design cloud-based solutions, manage multiple end-to-end projects, mentor teams, and report ROI to senior leadership. A strong accounting background and hands-on ERP experience are essential.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• 7+ years of experience in accounting or financial operations, with at least 3 years in process improvement or transformation roles.
• Strong understanding of accounting principles and financial processes.
• Proven experience in implementing digital transformation initiatives.
• Expert level proficiency in accounting software platforms (QBO, Sage Intacct, Xero, etc.)
• Strong understanding of financial automation tools and RPA platforms.
• Experience with workflow management and documentation systems.
• Knowledge of API integrations and system connectivity.
• Excellent project management skills with demonstrated success in managing complex transitions.
• Strong analytical and problem-solving abilities.

Responsibilities

• Drive digital transformation by automating financial processes across clients.
• Design and implement cloud-based financial management solutions.
• Develop standardized procedures for scalable operations.
• Lead process reengineering to reduce manual work.
• Monitor ROI and report transformation results.
• Manage end-to-end client integrations from engagement to service.
• Coordinate with internal teams for client setups and access.
• Provide training on new processes to clients and staff.
• Lead and mentor integration and transformation teams.
• Maintain client relationships during transformation and onboarding.

Skills

Leadership

Communication skills

Detail-oriented

Adaptable thinking

Client-focused

Multi-project management

Analytical/problem solving

Education

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

Tools

QBO

Sage Intacct

Xero

RPA tools

API integrations

Job description

RKL Virtual Management Solutions LLC in Lancaster, PA seeks a Financial Transformation and Client Integration Manager to lead digital transformation of financial processes and oversee seamless client onboarding within our outsourced financial management platform.

You will evaluate existing workflows, design cloud-based solutions, manage multiple end-to-end projects, mentor teams, and report ROI to senior leadership. A strong accounting background and hands-on ERP experience are essential.