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Regal Executive Search

Finance Transformation - Consultant/Manager

Regal Executive Search, San Francisco

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Finance Transformation - Consultant/Manager

Finance Transformation – Consultant/Manager

Lead and/or support project teams engaged in delivering a wide range of Financial Transformation initiatives that align finance with business strategy, supporting the organization’s future vision.

Help develop finance strategies by assessing client challenges, needs, and gaps; diagnose root problems; and recommend approaches leveraging the company's assets.

Create strategies and blueprints defining end-to-end finance processes (e.g., Procure to Pay, Order to Cash, Record to Report) and utilize robotic process automation to accelerate transactions.

Identify and support business development initiatives; participate in and lead proposal development processes.

Develop thought capital and disseminate information on current and emerging trends.

Maintain an understanding of technological advancements across digital, analytics, the CFO ecosystem, and the broader marketplace.

Who you are:

  • Finance-focused with a minimum of 5 years’ experience in finance and strategic consulting.
  • Strong understanding of finance functions, operating models, organizational structures, and process best practices.
  • Experience in engagement management, business development, practice, and people development.
  • Knowledge of analytics, forecasting, and finance technologies (e.g., process, planning analytics, core financial systems).
  • Experience with finance technologies such as Anaplan, Cognos, Hyperion, OBIEE, Tableau, Fusion, etc.
  • ERP understanding (SAP, Oracle, Workday).
  • Experience leading projects and project teams, and conducting requirement workshops with clients.
  • Ability to communicate clearly with clients, document requirements, and articulate the value proposition of finance transformation solutions.
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