Manager – Finance Transformation
Posted on 3/20/2023
INACTIVE
West Monroe

1,001-5,000 employees

Digital management consulting services
Company Overview
West Monroe's mission is to partner with companies in transformative industries to deliver quantifiable financial value. The company functions in multidisciplinary teams that blend management consulting, digital design, and product engineering to move companies from traditional ways of working to digital operating models—and create experiences that transcend the digital and physical worlds.
Consulting

Company Stage

N/A

Total Funding

N/A

Founded

2002

Headquarters

Chicago, Illinois

Growth & Insights
Headcount

6 month growth

1%

1 year growth

-3%

2 year growth

11%
Locations
Chicago, IL, USA
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Communications
Management
Data Analysis
Excel/Numbers/Sheets
PowerPoint/Keynote/Slides
CategoriesNew
Finance & Banking
Requirements
  • Bachelor's degree in related discipline (e.g., Finance/Accounting, Supply Chain, Economics, Engineering, Management/Business, Information Technology, MIS, etc.)
  • 5+ years' experience managing teams of financial analysts, consultants and/or technologists
  • 5+ years' experience in financial planning and analysis (FP&A), project accounting, financial transformation, or finance special projects
  • 5+ years of progressive experience in understanding and/or configuring Corporate Performance Management (CPM) systems (e.g., Hyperion, Adaptive Insights, Host Analytics, etc..)
  • Led financial close/consolidation processes, process improvement reviews, and M&A transactions (integrations, carve-out, best practice advisory)
  • Membership and visibility in relevant professional organizations
  • Understanding of US GAAP requirements
  • Experienced in developing work plans, project scopes, pricing estimates, and presentations to assist in selling work to clients
  • Strong project management methodology background, including schedule, scope, issue and risk management experience
  • Prior consulting from either a large/strategic consultancy or internal ERP/IT department is preferred
  • Exceptional written and verbal communication skills; able to work well with clients and present to C-level executives
  • A commitment to inclusion and diversity, and openness to new ideas and perspectives
  • Strong working knowledge of Microsoft Excel, Word, and PowerPoint
  • Ability to work permanently in the United States without sponsorship
  • Ability to travel up to 50%
  • Hands on functional knowledge of at least one ERP solution (knowledge of mid-market ERP landscape a plus)
  • Must have been an active team member or PM on at least 3 full-cycle platform (ERP preferred) implementations
  • Software Selection and Platform Strategy experience
Responsibilities
  • Design finance future state vision, identify transformation initiatives and develop finance transformation roadmaps
  • Lead critical major cross-functional initiatives and projects for the finance organization including system implementations, operational improvements and international expansion
  • Scope requirements, design project plans, and execute the stand-up of a net-new finance organization post-carve out with respect to people, process, and technology needed
  • Establish business process management framework, perform process assessments and implement scalable processes leveraging automation
  • Partner with IT owners to define finance systems strategy and designing new and enhance existing finance systems
  • Partner with Private Equity clients during due diligence to assess target company's health and maturation of processes within the Office of the CFO and recommend remediation initiatives
  • Partner with process owners to define and benchmark operational KPI and to automate the delivery of KPI dashboards
  • Advise on finance operating model (incl. shared services) and support the build-out of the transformation and data analytics teams
  • Build and deliver training regarding optimal use of finance tools and technology
  • Mentor and develop staff on the job and through formal feedback
  • Develop and enhance project methodologies, tools and other collateral
  • Generate new business and manage the client relationship at the executive levels while providing direction and oversight to project teams
  • Create work plans, pricing estimates, and risk assessments for opportunities
Desired Qualifications
  • Strong functional knowledge within the following areas: Lead to Close, Order to Cash, Procure to Pay, Plan to Produce, Record to Report, Recruit to Retire (any other industry specific knowledge is a plus (e.g., TMS, WMS, PSA, EAM, etc.))