Systems and Process Transformation Consultant
Systems and Process Transformation Consultant
14 hours ago Be among the first 25 applicants
Get AI-powered advice on this job and more exclusive features.
Direct message the job poster from OCM Partners
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/AuditingIndustries
Software Development
Referrals increase your chances of interviewing at OCM Partners by 2x
Sign in to set job alerts for “Transformation Consultant” roles.
Director, Corporate Strategy & Business Transformation
San Jose, CA $191,900.00-$255,800.00 2 weeks ago
Strategic Business Transformation Director
San Mateo, CA $150,000.00-$190,000.00 1 week ago
San Francisco, CA $129,000.00-$303,000.00 1 month ago
Transformation/Change Management Associate Consultant
Pleasanton, CA $80,000.00-$100,000.00 2 weeks ago
San Mateo, CA $128,700.00-$176,900.00 2 weeks ago
Business Analyst, Operations and Governance
Mountain View, CA $118,000.00-$155,000.00 1 week ago
Sr. Director, Digital Transformation and Growth
San Francisco, CA $218,300.00-$300,100.00 1 month ago
San Francisco, CA $119,100.00-$172,000.00 4 days ago
Director - Business Transformation (Finance Transformation)
San Francisco, CA $169,000.00-$356,000.00 2 weeks ago
San Mateo, CA $105,000.00-$135,000.00 4 days ago
Oakland, CA $75,000.00-$135,000.00 6 days ago
Sunnyvale, CA $124,000.00-$176,000.00 2 days ago
Chief of Staff & Strategic Advisor to Senior Vice President - Government Programs (Medicare/Medicaid Strategy)
Oakland, CA $140,000.00-$194,000.00 1 month ago
Pleasanton, CA $82,900.00-$119,720.00 2 weeks ago
Managing Director of Strategic Solutions, Surgery and AI Transformation
Scientific Business Analyst- Boston or Bay Area
Sr. Director, Digital Transformation and Growth
San Francisco, CA $218,300.00-$300,100.00 1 month ago
EY-Parthenon-Strategy and Execution-Software Strategy Group-Commercial-Sr. Associate-Consultant
San Francisco, CA $18.00-$45.00 4 hours ago
Sunnyvale, CA $210,000.00-$283,000.00 3 weeks ago
Sunnyvale, CA $58,600.00-$109,700.00 2 days ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr