Manager, Finance Transformation

West Monroe; Dallas (TX); On-site; USD 90,000 - 150,000; Full time

Job summary

An established industry player is seeking a dynamic Manager of Finance Transformation to enhance finance functions and drive operational efficiency. This role involves leading client engagements, managing project teams, and collaborating with senior executives to deliver impactful solutions. You will design and implement improvements to finance processes, oversee technology selection, and ensure project excellence. Join a fast-paced environment where your contributions will significantly impact clients' success and help shape the future of finance transformation. This is an exciting opportunity for those passionate about optimizing finance through technology and process improvements.

Benefits

Unlimited flexible time off

401k plan

Employee stock ownership program

Medical, dental, and vision insurance

Ten paid holidays

Paid parental leave

Qualifications

• 5+ years of experience in Finance Transformation programs.
• Strong knowledge of financial planning and analysis (FP&A).
• Expert project manager with extensive finance project experience.

Responsibilities

• Lead end-to-end finance transformation projects.
• Manage and mentor a team of consultants.
• Identify opportunities to expand client relationships.

Skills

Finance Transformation

Project Management

Financial Planning and Analysis (FP&A)

Data Visualization

Communication Skills

Education

Bachelor’s degree in Finance or related field

Tools

ERP Systems

Corporate Performance Management (CPM) systems

Excel

Job description

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Are you ready to make an impact?

West Monroe is seeking a dynamic and experienced Manager of Finance Transformation to join our growing Operations Excellence practice. This role is designed for a motivated individual who is passionate about helping organizations optimize their finance functions, drive operational efficiency, and enable strategic decision-making through technology and process improvements.

As a Manager, you will lead client engagements, manage project teams, and collaborate with senior executives to deliver impactful solutions that address today’s most pressing finance challenges. This is an excellent opportunity to work in a fast-paced, entrepreneurial environment while making a tangible impact on our clients’ success.

What You’ll Do

1. Client Delivery
   • Lead end-to-end finance transformation projects, including assessments, process reengineering, technology enablement, and change management.
   • Partner with senior finance executives (CFOs, Controllers, FP&A leaders) to understand their strategic objectives and align solutions to business goals.
   • Design and implement improvements to finance processes such as financial planning and analysis (FP&A), order-to-cash, procure-to-pay, and record-to-report.
   • Oversee the selection and implementation of finance technologies, including ERP systems, EPM platforms, and financial reporting tools.
   • Ensure delivery excellence by managing project timelines, budgets, and quality standards.
2. Team Leadership
   • Manage and mentor a team of consultants, fostering their professional growth and development.
   • Provide thought leadership and guidance to project teams, ensuring alignment with client needs and West Monroe’s methodologies.
   • Promote a collaborative and inclusive team environment that prioritizes client success.
3. Business Development
   • Identify opportunities to expand client relationships and drive new business within the Finance Transformation domain.
   • Support the development of proposals, presentations, and thought leadership materials.
   • Stay current on industry trends, emerging technologies, and best practices to drive innovation and thought leadership.
4. Practice Development
   • Contribute to the growth of the Finance Transformation practice by developing methodologies, tools, and frameworks.
   • Actively participate in recruiting, training, and onboarding initiatives to build a high-performing team.
   • Represent West Monroe at industry events, conferences, and networking opportunities.

What You’ll Bring

• Bachelor’s degree in related discipline (e.g., finance, accounting, business/management, economics, information technology, MIS, etc.) or equivalent experience required.
• 5+ years of progressive experience contributing to and leading Finance Transformation programs, and/or providing Finance leadership and support of large-scale process/technology projects.
• Strong functional knowledge of financial planning and analysis (FP&A), project accounting, financial transformation, or finance projects.
• Continuing experience in understanding and/or configuring Corporate Performance Management (CPM) systems (e.g., Hyperion, Adaptive Insights, Host Analytics, etc.).
• Experience leading financial close/consolidation processes, process improvement reviews, and M&A transactions (integrations, carve-out, best practice advisory).
• Understanding of US GAAP requirements.
• Expert project manager with extensive experience leading multiple finance transformation projects including developing work plans, project scopes, pricing estimates, budget management, issue and risk management, and presenting deliverables.
• People management experience, and a passion for developing and coaching more junior team members.
• Strong data visualization and analysis skills; comfortable using tools like Excel to analyze data and present key insights in a compelling way.
• Exceptional written and verbal communication skills including the ability to create impactful and concise executive stakeholder-ready deliverables, and polished client-facing oral communication skills.
• Demonstrated success within one or more of West Monroe’s core industries including Consumer & Industrial Products, Healthcare (payer/provider), Life Sciences, High Tech & Software, Utilities, Insurance, Banking, and/or Private Equity.
• Ability to work permanently in the United States without sponsorship.
• A commitment to inclusion and diversity, and openness to new ideas and perspectives.
• Ability to travel up to 50%.

West Monroe’s Operations Excellence practice is focused on driving value from strategy through execution—not merely pointing to best practices and standards. We enable clients to realize the enduring benefits of IT, business, process, and organizational optimization by delivering real, sustainable adoption. Our solutions focus on value creation through the lenses of people, process, and technology across functional transformation and related platforms, productivity, and transformation enablement. Each consultant within our Operations Excellence practice is aligned to one of four focus areas including Financial Management, Productivity, Supply Chain Management, and Transformation Enablement and Outsourcing Advisory.

Based on pay transparency guidelines, the salary range for this role can vary based on your proximity to one of our West Monroe offices (see table below). Information on our competitive total rewards package, including our bonus structure and benefits is here. Individual salaries are determined by evaluating a variety of factors including geography, experience, skills, education, and internal equity.

Employees (and their families) are covered by medical, dental, vision, and basic life insurance. Employees are able to enroll in our company’s 401k plan, purchase shares from our employee stock ownership program and be eligible to receive annual bonuses. Employees will also receive unlimited flexible time off and ten paid holidays throughout the calendar year. Eligibility for ten weeks of paid parental leave will also be available upon hire date.

Location-specific salary ranges are provided for Seattle or Washington, D.C., Los Angeles, New York City or San Francisco, and other locations. We offer a comprehensive benefits package, including health insurance, 401k, stock options, bonuses, flexible time off, and parental leave.

At West Monroe, we work with you, not just for you. We’re a global business and technology consulting firm passionate about creating measurable value for our clients, delivering real-world solutions. We bring together business and technology in a unique way, relying on data to adapt and solve challenges, with a focus on results and lasting impact.

We’re committed to diversity, equity, and inclusion. We treat each employee and applicant fairly and without regard to characteristics protected by law. Learn more at westmonroe.com/inclusion. For California residents, see our Notice at Collection for California residents.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance and Sales

Industries

• Business Consulting and Services