FSO, TC Finance Transformation Subledger Manager

EY; Chicago (IL); Hybrid; USD 126,000 - 230,000; Full time

Job summary

EY is seeking a Manager in the Financial Services Subledger practice to lead complex finance transformation and technology modernization programs for insurance, banking, asset management, and alternative investment organizations.

You will oversee multidisciplinary teams, drive accounting and data solution design, and ensure successful delivery from strategy through deployment across large financial services clients.

Qualifications

• Bachelor’s degree in Accounting, Finance, Information Systems, Business Analytics, Economics, Engineering, Computer Science, or a related field.
• 6+ years of experience supporting finance transformation, investment accounting, subledger technology, financial systems implementation, accounting technology, or management consulting engagements.
• Experience leading project workstreams and managing teams responsible for delivering complex client engagements.
• Experience defining business, accounting, data, and reporting requirements and translating them into technology-enabled solutions.
• Strong understanding of financial services business processes, accounting operations, financial reporting, and data flows.
• Experience and strong understanding of financial products, including payments, deposits, loans, securities, debt, derivatives, insurance contracts, and reinsurance.
• Experience leading data migration, reconciliation, testing, or financial systems implementation activities.
• Experience collaborating with senior business and technology stakeholders in a client-facing environment.
• Willingness and ability to travel approximately 25%-50%.

Responsibilities

• Lead finance transformation and technology-enabled accounting initiatives across financial services.
• Manage project workstreams and teams through delivery lifecycle from strategy to stabilization.
• Partner with client executives to drive solution design, decision-making, and program execution.
• Identify opportunities to improve operating models, finance processes, controls, and technology capabilities.
• Define accounting, data, and reporting requirements and design frameworks for engagements.
• Oversee development of functional specs, process docs, and operating models.
• Lead data migration, testing, and validation across implementations.
• Guide teams in analytics, dashboards, and reporting frameworks.
• Support client adoption and post-go-live activities.

Skills

Leadership

Stakeholder management

Analytical thinking

Communication

Project management

Mentoring

Executive presence

Adaptability

Process improvement

Education

Bachelor’s degree in Accounting/Finance/Information Systems

Tools

Power BI

Tableau

SQL

Alteryx

Python

Power Automate

Cloud data platforms

Job description

Location: New York City, Charlotte, Boston, Chicago, Philadelphia, Dallas

At EY, we’re all in to shape your future with confidence.

We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.

The Opportunity

As a Manager within EY's Financial Services Subledger practice, you will lead complex finance transformation and technology modernization initiatives for insurance, banking, asset management, and alternative investment organizations. You will work directly with client leadership to deliver investment accounting platform implementations, subledger modernization programs, data transformation initiatives, enterprise reporting solutions, and finance operating model improvements.

You will have the opportunity to lead multidisciplinary teams of business, accounting, operations, and technology professionals to solve complex finance and accounting challenges, improve financial processes, modernize data environments, and implement scalable technology solutions that enhance operational efficiency, data quality, and financial reporting capabilities.

Your Key Responsibilities:

Lead finance transformation and technology-enabled accounting initiatives

• Lead investment accounting, subledger, and financial systems implementation programs across the financial services sector.
• Manage project workstreams and teams through all phases of the delivery lifecycle, from strategy and requirements through deployment and stabilization.
• Partner with client executives, business stakeholders, and technology teams to drive solution design, decision‑making, and program execution.
• Identify opportunities to improve operating models, finance processes, controls, and technology capabilities.

Lead accounting, reporting, and data solution design

• Lead the definition of business, accounting, data, and reporting requirements.
• Design accounting frameworks, including financial product lifecycles, accounting events, chart of accounts structures, accounting elections, and posting rules.
• Oversee the development of functional specifications, process documentation, and target‑state operating models.
• Provide guidance on accounting architecture, reporting frameworks, and data governance approaches.

Drive data conversion, reconciliation, and testing efforts

• Lead data migration, conversion, reconciliation, and validation activities across complex financial systems implementations.
• Define testing strategies and oversee functional, integration, user acceptance, regression, and parallel testing activities.
• Guide teams in analyzing accounting and operational data, investigating issues, resolving discrepancies, and improving data quality.
• Manage risk identification, issue resolution, and escalation processes throughout delivery.

Lead reporting, analytics, and business intelligence initiatives

• Define enterprise reporting and analytics strategies supporting finance transformation programs.
• Guide design of Finance Data Marts, reporting, and analytics capabilities to support regulatory, management, and operational reporting.
• Guide teams in developing business intelligence solutions, dashboards, and reporting frameworks.
• Partner with clients to improve data accessibility, reporting effectiveness, and decision support capabilities.

Lead solution deployment and client adoption

• Manage client, EY, and vendor teams through implementation, deployment, and post‑go‑live activities.
• Oversee training, change management, business readiness, and adoption activities.
• Serve as a trusted advisor to client stakeholders by providing recommendations on process improvement, technology modernization, and operating model enhancements.
• Coach and develop junior team members while supporting practice growth initiatives.

Skills And Attributes For Success

• Strong leadership skills with the ability to manage teams, workstreams, and client relationships.
• Ability to lead business and technology stakeholders through complex transformation initiatives.
• Strong analytical and problem‑solving capabilities with experience evaluating complex financial and operational data.
• Excellent communication and presentation skills with experience communicating recommendations to senior stakeholders.
• Ability to manage multiple priorities, budgets, risks, and deliverables across concurrent initiatives.
• Experience mentoring, coaching, and developing junior consultants and senior consultants.
• Strong executive presence and relationship‑building capabilities.
• Ability to navigate ambiguity and drive results in complex transformation environments.
• Continuous improvement mindset with a passion for technology, automation, analytics, and innovation.
• Commitment to delivering exceptional client service and building trusted relationships.

To Qualify for the Role, You Must Have

• Bachelor's degree in Accounting, Finance, Information Systems, Business Analytics, Economics, Engineering, Computer Science, or a related field.
• 6+ years of experience supporting finance transformation, investment accounting, subledger technology, financial systems implementation, accounting technology, or management consulting engagements.
• Experience leading project workstreams and managing teams responsible for delivering complex client engagements.
• Experience defining business, accounting, data, and reporting requirements and translating them into technology‑enabled solutions.
• Strong understanding of financial services business processes, accounting operations, financial reporting, and data flows.
• Experience and strong understanding of financial products, including payments, deposits, loans, securities, debt, derivatives, insurance contracts, and reinsurance.
• Experience leading data migration, reconciliation, testing, or financial systems implementation activities.
• Experience collaborating with senior business and technology stakeholders in a client‑facing environment.
• Willingness and ability to travel approximately 25%-50%.

Ideally, You'll Also Have

• Experience with investment accounting and financial platforms such as BlackRock Aladdin Accounting, Eagle, Clearwater Analytics, SimCorp Dimension, or similar solutions.
• Experience leading ABOR, IBOR, subledger, general ledger, or investment data mart transformation initiatives.
• Experience within insurance, asset management, banking, wealth management, capital markets, or alternative investment organizations.
• Experience supporting GAAP, STAT, regulatory, management, or audited financial reporting processes.
• Experience designing data models, accounting rules, reporting frameworks, chart of accounts structures, or finance data architectures.
• Experience with business intelligence and analytics tools such as Power BI, Tableau, or similar reporting technologies.
• Experience with SQL, Alteryx, Python, Power Automate, cloud data platforms, or related technologies.
• Experience leveraging AI‑enabled tools to improve workflows, conduct analysis, accelerate delivery, and develop communications.
• Experience working in Agile delivery environments.
• Professional certifications such as CPA, CFA, FRM, PMP, or equivalent credentials.

What We Offer You

At EY, we’ll develop you with future‑focused skills and equip you with world‑class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more.

• We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $125,500 to $230,200. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $150,700 to $261,600. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
• Join us in our team‑led and leader‑enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
• Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well‑being.

EY accepts applications for this position on an on‑going basis.

EY | Building a better working world

EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.

Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.

EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi‑disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.

EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.

EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at [e-mail].