Posted August 21, 2026
Finance Transformation Manager
Robert Half
Charlotte, NC, US
Full Time
Job Description
Job Description
We are looking for an experienced Finance Transformation Manager to lead complex finance modernization initiatives for client organizations in Charlotte, North Carolina. This Long-term Contract opportunity is ideal for someone who is detail oriented and can assess current-state operations, design practical improvement strategies, and guide teams through large-scale implementation efforts. The role focuses on strengthening finance and accounting processes, improving reporting effectiveness, and driving sustainable operating model enhancements across the business.
Responsibilities:
• Lead enterprise-wide finance transformation initiatives by assessing current workflows, identifying improvement opportunities, and delivering scalable process redesign plans.
• Direct programs focused on finance and accounting optimization, including enhancements to month-end close, investor or fund reporting, and broader financial reporting activities.
• Facilitate executive and client governance meetings, provide clear project updates, and align stakeholders on milestones, risks, and next steps.
• Develop process inventories, documentation standards, and repeatable transformation frameworks that support consistent delivery across engagements.
• Advise on operating model design across shared services, global business services, managed services, and offshore support structures.
• Guide organizational change efforts tied to recommended improvements, helping business teams adopt new processes, tools, and ways of working.
• Support process improvement efforts across core finance cycles such as order-to-cash, procure-to-pay, and record-to-report.
• Apply automation and process intelligence solutions, including task mining, process mining, and robotic process automation, to improve efficiency and control.
• Oversee accounting transition activities when needed, including work related to lease accounting, revenue recognition, reconciliations, and restatement support.
• Mentor team members, review deliverables, coordinate cross-functional execution, and contribute to business development efforts that expand client relationships.• Bachelor’s degree in Accounting, Finance, Information Technology, Business, or a related discipline; an advanced degree in Accountancy or a similar field is preferred.
• 15+ years of experience leading teams in consulting or financial services, with a strong background in finance operating model design, performance management, shared services, outsourcing advisory, or digital transformation.
• Demonstrated success delivering large-scale finance transformation and process improvement initiatives within complex organizations.
• Strong knowledge of finance operations, including month-end close, consolidation, reporting, forecasting, and financial analysis.
• Hands-on familiarity with process and automation platforms such as Microsoft Power Automate, UiPath, Celonis, Visio, Signavio, Blueworks, or comparable tools.
• Advanced interpersonal and leadership skills, with the ability to build trusted client relationships and manage cross-functional teams effectively.
• Proficiency in Microsoft Office 365 applications.
• Certification such as CPA, CMA, PMP, or a similar credential is strongly preferred.
Responsibilities:
• Lead enterprise-wide finance transformation initiatives by assessing current workflows, identifying improvement opportunities, and delivering scalable process redesign plans.
• Direct programs focused on finance and accounting optimization, including enhancements to month-end close, investor or fund reporting, and broader financial reporting activities.
• Facilitate executive and client governance meetings, provide clear project updates, and align stakeholders on milestones, risks, and next steps.
• Develop process inventories, documentation standards, and repeatable transformation frameworks that support consistent delivery across engagements.
• Advise on operating model design across shared services, global business services, managed services, and offshore support structures.
• Guide organizational change efforts tied to recommended improvements, helping business teams adopt new processes, tools, and ways of working.
• Support process improvement efforts across core finance cycles such as order-to-cash, procure-to-pay, and record-to-report.
• Apply automation and process intelligence solutions, including task mining, process mining, and robotic process automation, to improve efficiency and control.
• Oversee accounting transition activities when needed, including work related to lease accounting, revenue recognition, reconciliations, and restatement support.
• Mentor team members, review deliverables, coordinate cross-functional execution, and contribute to business development efforts that expand client relationships.• Bachelor’s degree in Accounting, Finance, Information Technology, Business, or a related discipline; an advanced degree in Accountancy or a similar field is preferred.
• 15+ years of experience leading teams in consulting or financial services, with a strong background in finance operating model design, performance management, shared services, outsourcing advisory, or digital transformation.
• Demonstrated success delivering large-scale finance transformation and process improvement initiatives within complex organizations.
• Strong knowledge of finance operations, including month-end close, consolidation, reporting, forecasting, and financial analysis.
• Hands-on familiarity with process and automation platforms such as Microsoft Power Automate, UiPath, Celonis, Visio, Signavio, Blueworks, or comparable tools.
• Advanced interpersonal and leadership skills, with the ability to build trusted client relationships and manage cross-functional teams effectively.
• Proficiency in Microsoft Office 365 applications.
• Certification such as CPA, CMA, PMP, or a similar credential is strongly preferred.
