Senior Manager, Finance Transformation

Pacific Asia Tech Trade Inc; Chicago (IL); Hybrid; USD 145,000 - 185,000; Full time

Benefits offered by this job

Health Insurance

401(k) Retirement Plan

Hybrid work schedule

Volunteer day

Job summary

Pacific Asia Tech Trade Inc is seeking a Senior Manager, Finance Transformation to lead high-impact initiatives in our finance organization. You will redesign close processes, implement automation, and serve as the accounting lead on M&A and integrations in a fast-moving environment.

The role requires CPA, 7–10 years of accounting experience with a track record in cross-functional project delivery, hands-on M&A accounting, and ASC 606 knowledge.

Qualifications

• CPA is required and should have relevant accounting experience.
• 7–10 years of progressive accounting experience with leadership in process improvement, systems implementation, or M&A.
• Experience in high-growth environments and both public accounting and industry.
• Hands-on M&A accounting experience including PPA and post-acquisition integration.
• Strong knowledge of ASC 606 and SaaS or multi-element arrangements.
• Proven ability to lead cross-functional projects from scoping to implementation.

Responsibilities

• Own the finance transformation roadmap and implement scalable improvements.
• Lead evaluation and rollout of close management and automation tools (FloQast, Power Automate, Power BI).
• Redesign month-end close processes to reduce cycle time and manual touchpoints.
• Partner with finance systems on ERP enhancements and data infra improvements.
• Define and track KPIs; present findings to Controller and senior leadership.
• Lead M&A accounting from pre-close through full integration and due diligence support.
• Coordinate with legal, FP&A, tax, and external advisors on acquisition accounting.
• Build an M&A integration playbook and ensure policy harmonization across entities.
• Monitor post-acquisition performance and flag issues early.

Skills

Process improvement

M&A integration

Cross-functional leadership

Project management

Revenue recognition

Automation tooling

Education

CPA

Tools

FloQast

Power Automate

Power BI

ERP (NetSuite)

Job description

Senior Manager, Finance Transformation

Role Summary

Trading Technologies is a global capital markets technology company operating across the U.S., EMEA and APAC. We are looking for a Senior Manager, Finance Transformation to lead meaningful and high-impact initiatives in our finance organization: driving how we work and how we grow. This is not a traditional accounting management role. You will spend the majority of your time on forward‑looking initiatives — redesigning close processes, implementing automation and tooling, and serving as the accounting lead on M&A and integrations. We are looking for someone with a sharp eye for identifying problems, the initiative to propose solutions, and the drive to see them through in a fast‑moving environment. If you are energized by building and transforming, this role is for you.

Key Responsibilities

• Finance Transformation & Process Improvement
  • Own the finance transformation roadmap — identifying inefficiencies across the accounting function and leading end‑to‑end implementation of scalable improvements.
  • Lead the evaluation, selection, and rollout of close management and automation tools (e.g., FloQast, Power Automate, Power BI), including stakeholder alignment, change management, and training.
  • Redesign the month‑end close process in partnership with the Accounting leaders, with a focus on reducing cycle time, eliminating manual touchpoints, and improving data quality.
  • Partner with finance systems teams on ERP enhancements, workflow integrations, and data infrastructure improvements (NetSuite and Coupa tools).
  • Establish and maintain SOPs for all key accounting processes, ensuring institutional knowledge is documented, scalable, and audit‑ready.
  • Define and track KPIs for close efficiency and team productivity; present progress and recommendations to the Controller and senior leadership.
• M&A Accounting & Integration
  • Serve as the finance lead on M&A transactions from pre‑close through full integration — including due diligence support, purchase price allocation, opening balance sheet review, and post‑acquisition accounting.
  • Coordinate with legal, FP&A, tax, and external advisors to ensure timely and accurate accounting treatment of acquisition‑related items including goodwill, intangibles, and deferred revenue adjustments.
  • Lead the harmonization of accounting policies, charts of accounts, and systems across acquired entities.
  • Build and maintain a repeatable M&A integration playbook, incorporating lessons learned from each transaction to accelerate future integrations.
  • Monitor post‑acquisition financial performance and flag accounting or reporting issues early to the Controller.

Essential Skills & Experience

• CPA required.
• 7–10 years of progressive accounting experience, with demonstrated leadership on process improvement, systems implementation, or M&A integration initiatives.
• A strong blend of public accounting and industry experience in a high‑growth environment.
• Hands‑on M&A accounting experience: purchase price allocation, and post‑acquisition integration.
• Strong working knowledge of ASC 606 revenue recognition, with experience applying it to SaaS or multi‑element arrangements.
• Proven ability to lead cross‑functional projects from scoping through implementation, with strong project management skills.

Desirable Skills & Experience

• Experience in a technology company.
• Experience leading or contributing to a close management tool rollout (FloQast, BlackLine, or similar).
• Exposure to international entity structures and multi‑currency consolidations.
• Familiarity with SOX or SOX‑adjacent internal controls frameworks.
• Excellent communicator — able to translate complex accounting topics for non‑finance audiences and executive stakeholders.
• Highly organized, proactive, and comfortable operating in ambiguity with competing priorities.

Compensation

$145,000 – $185,000 / year

Benefits

• Health & Financial Security
  • Medical, Dental, and Vision insurance
  • Flexible Spending Accounts (FSA) & Health Savings Accounts (HSA)
  • 401(k) retirement plan
  • Pre‑tax transit and parking benefits
• Time Off & Flexibility
  • Hybrid position requiring three days of in‑office collaboration per week, with the flexibility to work remotely for the remaining two days.
  • 22 days of Paid Time Off (PTO) per year, with the option to roll over unused days.
  • One dedicated day per year for volunteering.
  • Two professional development days per year to allow uninterrupted professional development.
  • An additional PTO day added during milestone anniversary years.
  • Robust paid holiday schedule with early dismissal.
  • Generous parental leave for all parents (including adoptive parents).
• Work‑Life Support & Resources
  • Budget for tech accessories, including monitors, headphones, keyboards, and other office equipment.
  • Backup child and pet care, as well as tutoring services.
  • Milestone anniversary bonuses.
• Wellness & Lifestyle Perks
  • Stipend and subsidy contributions toward personally‑owned cell phones
  • Contributions for gym memberships and health/wellness initiatives.
  • Discounted healthcare premiums.
  • Healthy meal delivery program subsidies.

Equal Opportunity Employer Statement

Trading Technologies (TT) is an equal‑opportunity employer. Equal employment has been, and continues to be, a required practice at the Company. TT’s practice of equal employment opportunity is to recruit, hire, train, promote, and base all employment decisions on ability rather than race, color, religion, national origin, sex/gender orientation, age, disability, sexual orientation, genetic information, parental status, veteran, or any other protected status. Additionally, TT participates in the E‑Verify Program for US offices.