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OCM Partners

Systems and Process Transformation Consultant

OCM Partners, San Francisco

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Systems and Process Transformation Consultant

Systems and Process Transformation Consultant

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Job Title: Process & Systems Transformation Manager

Location: Hybrid – 2x/week onsite in the Bay Area, CA

Type: Contract (Approx. 6 months)

About the Role:

We’re seeking an experienced and hands-on Process & Systems Transformation Manager to lead cross-functional finance transformation initiatives, focusing on Order to Cash (O2C) , Procure to Pay (P2P) , and Record to Report (R2R) workstreams. This role is critical in streamlining operations and scaling our finance systems and processes for growth.

The ideal candidate has successfully led end-to-end systems implementations and business process redesigns in high-growth environments and is fluent in tools such as NetSuite, Coupa, Concur, and Bill.com .

This is a 6-month contract role with an expected hybrid schedule of 2 days per week onsite in the Bay Area, CA.

Key Responsibilities:

  • Lead and manage transformation projects across O2C, P2P, and R2R functions, ensuring process alignment and system integration
  • Partner with Accounting, Finance, Procurement, and IT teams to document current-state processes and design scalable future-state workflows
  • Own systems implementation and optimization efforts (NetSuite, Coupa, Concur, Bill.com), including requirements gathering, testing, deployment, and user training
  • Identify automation opportunities and implement controls to improve efficiency, compliance, and audit readiness
  • Develop documentation for SOPs, workflows, and internal control narratives
  • Support change management initiatives and provide guidance to end-users during transition periods
  • Collaborate with third-party vendors and consultants, ensuring projects are delivered on time and within budget

Qualifications:

  • Bachelor’s degree in Accounting, Finance, Business, or related field; CPA or MBA a plus
  • Proven experience driving process and system transformation projects across O2C, P2P, and R2R
  • Hands-on experience with NetSuite , Coupa , Concur , and Bill.com is required
  • Demonstrated success in prior systems implementations —from blueprint to go-live
  • Ability to work cross-functionally and communicate clearly with technical and non-technical stakeholders
  • Strong project management skills with attention to detail and a proactive approach
  • Comfortable operating in a fast-paced, evolving environment

Seniority level

  • Seniority level

    Mid-Senior level

Employment type

  • Employment type

    Contract

Job function

  • Job function

    Accounting/Auditing
  • Industries

    Software Development

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