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.
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