Financial Transformation Manager

RKL Virtual Management Solutions LLC; Lancaster (Lancaster County); Sur place; USD 90 000 - 100 000; Plein temps

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Leadership

Communication skills

Detail-oriented

Adaptable thinking

Client-focused

Multi-project management

Analytical/problem solving

Formation

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

Outils

QBO

Sage Intacct

Xero

RPA tools

API integrations

Description du poste

Key Responsibilities

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.

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

What makes RKL a dynamic professional services leader and an employer of choice in Pennsylvania?

A focus on people, whether that’s earning the trust and respect of our clients, growing as people and professionals, serving our communities or forming bonds with colleagues. Our people are the best of us and they fuel RKL’s continued growth and success. Fostering a workplace culture that fulfills our team members both personally and professionally is central to the RKL mission. That’s why we offer robust learning and development, diverse career paths and experiences, abundant community service opportunities and social, team-building activities.

Benefits You’ll Receive:

• RKL promotes a recognized culture of health and offers an extensive array of benefits to meet individual lifestyles, including but not limited to medical/dental/vision insurance, life insurance, flexible spending accounts for medical and dependent day care expenses and short-term/long-term disability.
• You’ll also receive competitive paid time off to pursue your interests or rest and recharge, and a 401(k) with employer match and profit-sharing to invest in your future.
• All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
• It is RKL’s policy to make reasonable accommodation for qualified individuals with disabilities.