Financial Transformation Manager

Rkl Llp; Lancaster, Northern (Lancaster County, KY); On-site; USD 90,000 - 100,000; Full time

Job summary

RKL LLP in Lancaster, PA is seeking a Financial Transformation and Client Integration Manager to drive digital transformation initiatives for financial processes and oversee onboarding of new clients to our outsourced financial management platform.

The role requires 7+ years in accounting/financial operations with process-improvement experience, plus expertise in QBO, Sage Intacct, Xero, and automation/RPA. Strong leadership and project management are essential.

Qualifications

• Bachelor's degree in Accounting/Finance or related field.
• 7+ years in accounting/financial operations with 3+ years in transformation roles.
• Proven experience implementing digital transformation initiatives.

Responsibilities

• Evaluate client financial processes to identify automation and transformation opportunities.
• Lead end-to-end new client integrations from engagement to ongoing services.
• Standardize procedures for scalable financial management across clients.
• Mentor and lead the integration team and coordinate cross-functional effort.

Skills

Leadership

Project management

Analytical thinking

Communication & presentation

Detail-oriented

Education

Bachelor's degree in Accounting or Finance

Tools

QBO

Sage Intacct

Xero

Job description

## Financial Transformation ManagerApply: Hybrid: Lancaster, PA: Allentown, PA: Chambersburg, PA: Reading, PA: York, PA: Full time: Posted Yesterday: R1621The 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