Financial Transformation Manager

RKL LLP; Allentown (Lehigh County); Sur place; USD 90 000 - 100 000; Plein temps

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Leadership

Project management

Communication

Problem-solving

Attention to detail

Client focus

Adaptability

Formation

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

Outils

QBO

Sage Intacct

Xero

Description du poste

The Financial Transformation and Client Integration Manager leads two key areas: driving digital transformation initiatives to optimize financial processes and managing the seamless integration of new clients into our outsourced financial management services platform.

Key Responsibilities

Financial Transformation Leadership

• Evaluate existing client financial processes and systems to identify opportunities for automation, efficiency improvements, and digital transformation
• Design and implement innovative solutions leveraging the RKL Virtual tech stack, including cloud-based financial management solutions, smart AP/AR solutions, data integration tools and other cloud-based technology
• Develop standardized procedures and best practices for financial management operations that can be scaled across multiple clients
• Lead process reengineering initiatives to streamline workflows and reduce manual interventions
• Monitor and report on transformation initiatives’ effectiveness and ROI

New Client Integration

• Manage multiple end-to-end client integration projects simultaneously, from initial engagement through transition to ongoing services
• Conduct thorough assessment of new clients’ existing financial processes, systems, and documentation
• Create detailed project plans for client integrations, including timeline, resource allocation, and risk mitigation strategies
• Coordinate with internal teams to ensure proper setup of client accounts, systems access, and workflow configurations
• Develop and maintain client-specific procedures and documentation
• Facilitate cross-departmental communication to ensure all internal teams understand the client’s operational requirements.
• Provide leadership and guidance to the internal integration team, ensuring adherence to the integration schedule.
• Provide training to both client and internal team members on new processes and systems

Team Leadership and Stakeholder Management

• Lead and mentor team members involved in transformation and onboarding projects
• Maintain strong relationships with clients throughout the transformation and onboarding process
• Collaborate with Practice Leaders to align transformation initiatives with strategic objectives
• Regular reporting to senior management on project status, challenges, and achievements

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

Personal Attributes

• Strong leadership and teambuilding capabilities
• Excellent communication and presentation skills
• Detail-oriented with strong organizational abilities
• Adaptable and innovative thinking
• Client-focused mindset with strong service orientation
• Ability to manage multiple projects and deadlines effectively

Salary Range:

$90,000 - $100,000