Manager, Strategy & Transformation (Finance Transformation)

The Team

Join a team of talented professionals with deep business and finance transformation experience who guide clients through major transactions, including M&A, carve-outs, IPOs, system implementations, and organizational change. We help organizations define business strategy and execute transformation initiatives across operational accounting, financial process improvement, financial technology enablement, FP&A, liquidity and cash reporting, regulatory reporting, risk management, and transactions.

Your Impact

• Work within our Financial Services vertical, supporting brokerage, insurance, financial services, FinTech, large technology, Fortune 500, and other complex enterprise clients.
• Support large-scale programs and multi-workstream initiatives, ensuring alignment and timely execution.
• Partner with senior team members to execute strategic initiatives, transformation projects, leadership communications, and executive-ready recommendations.
• Lead client workshops, current-state assessments, requirements-gathering sessions, and executive presentations, drawing on prior experience in similar client-facing environments.
• Apply Finance & Accounting, operational, project management, product management, and problem-solving skills to solve complex challenges, with limited formal documentation, and deliver tangible outcomes.

Your Experience

Minimum Qualifications

• BA/BS in Accounting, Finance, or related discipline
• 5+ years of experience in Consulting, Finance, or Accounting
• Knowledge of financial services, FinTech, insurance, brokerage, Fortune 500 Tech, or similarly complex enterprise environments
• Direct involvement with complex mergers and acquisitions, integration projects, and/or system implementations
• Strong communication, leadership communication, analytical, and problem-solving skills
• Experience working directly with Finance & Accounting teams
• Experience working with multiple stakeholders including Lines of Business Leads, Product, and Technology
• Ability to produce deliverables without relying on standardized templates
• Experience with Enterprise Resource Planning tools (SAP, Oracle)
• Hands on experience with:
  • Assessing current state and making recommendations for future state; writing business requirements, and escalating issues through to resolution
• Willingness to go onsite to clients ~1-3 days per week

Preferred Qualifications

• Experience in client-facing work in professional services
• Project management experience
• Experience with operational accounting, SOX/controls, FP&A, SEC or regulatory reporting
• Integration or M&A experience
• Knowledge of financial services regulations and risk management
• Advanced degrees (MBA or MSA) or certification (CPA or equivalent)