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Deloitte

Audits companies and advises on tax and technology

Operational Finance Transformation Manager

Financial & Transaction AdvisoryConfirmed live in the last 24 hours
Full-timeAtlanta, GA, USA

About the Job

Requirements

  • A bachelor's degree from an accredited university is required.
  • At least 8 years of relevant experience in consulting, professional services, or an industry advisory or strategy function is required.
  • At least 3 years of direct people-management experience, including leadership of complex projects or teams, is required.
  • Experience transforming Finance operations, specifically Invoice to Pay, Invoice to Cash, and/or Record to Report, within a GBS, shared services, outsourcing, or offshoring environment is required.
  • Experience designing, implementing, or optimizing service delivery models is required.
  • Experience developing financial models and business cases using Microsoft Excel is required.
  • Experience advising on or deploying AI, predictive analytics, intelligent automation, or RPA within Finance operations is required.
  • Exposure to agentic AI, generative AI, human–AI workflow design, or AI governance within Finance operations is required.
  • Experience with ERP-enabled Finance operations and platforms such as HighRadius, BlackLine, or Basware is required.
  • Experience with data visualization tools such as Tableau or Power BI and workflow platforms such as ServiceNow or Salesforce is required.
  • Experience creating executive-level storyboards, presentations, recommendations, and implementation plans is required.
  • Critical thinking, analytical, problem-solving, communication, and leadership skills are required.
  • Ability to work effectively in a fast-paced, dynamic, and ambiguous environment while managing multiple priorities is required.
  • Ability to work independently, influence others, and lead diverse, multidisciplinary teams is required.
  • Executive presence and interpersonal skills are required.
  • Legal authorization to work in the United States without employer sponsorship, now or at any time in the future, is required.
  • Ability to travel 50% on average, based on the work and clients and industries or sectors served, is required.

Responsibilities

  • Lead complex engagements for global organizations to modernize Finance operations through process transformation, operating model design, technology enablement, and change management.
  • Assess Finance operations, design future-state processes and operating models, and implement business and technology solutions to improve efficiency, reduce costs, strengthen controls, enhance service delivery, and unlock enterprise value.
  • Lead transformation initiatives across Invoice to Pay, Invoice to Cash, and Record to Report.
  • Assess current-state processes, identify improvement opportunities, and design future-state processes, operating models, and service delivery strategies.
  • Develop transformation roadmaps, business cases, economic models, and value-realization plans.
  • Design governance frameworks, policies, controls, performance measures, and continuous improvement approaches.
  • Design hybrid human–AI operating models that define which work is best performed by people, automation, or AI agents.
  • Establish roles, decision rights, human oversight, exception handling, escalation paths, and performance measures for AI-enabled workflows.
  • Help clients move from point-solution pilots toward embedded, scalable, and orchestrated Finance capabilities.
  • Translate Finance business requirements into ERP-enabled, workflow, automation, analytics, and AI solutions.
  • Evaluate and apply technologies including generative AI, agentic AI, predictive analytics, RPA, HighRadius, BlackLine, Basware, ServiceNow, and Salesforce.
  • Advise clients on AI and automation roadmaps aligned with Finance strategy, operating model priorities, value objectives, and risk considerations.
  • Partner with technology teams to support solution design, implementation, testing, adoption, and process optimization.
  • Support the development of governance and control considerations for responsible use of generative AI and agentic AI in Finance operations.
  • Design customer-focused Finance operating models using workflow technology, intelligent automation, omnichannel solutions, and persona-based experiences.
  • Build trusted relationships with CFOs, CAOs, Finance leaders, and other client stakeholders.
  • Lead workshops and develop executive-ready storyboards, presentations, recommendations, implementation plans, and business cases.
  • Lead change management and workforce adoption activities, including communications, training, reskilling, stakeholder engagement, and transitions to AI-enabled ways of working.
  • Lead project teams and oversee the quality, consistency, and impact of engagement deliverables.
  • Mentor and develop team members while contributing to proposals, RFPs, pursuits, and the growth of Deloitte’s Operational Finance offerings.
  • Collaborate with Deloitte’s US India practice, adjacent practices, and member firms to deliver global client solutions.
  • Contribute to Deloitte’s evolving point of view on AI-enabled Finance operations and human–AI service delivery models.

Desired Qualifications

  • Experience with Lean or Six Sigma process improvement methodologies is preferred.
  • Certification in change management methodologies such as Prosci or ADKAR is preferred.
  • Experience with business process technology vendor selection is preferred.
  • Experience translating technology functionality into process improvement recommendations is preferred.
  • Experience developing proposals and responding to RFPs is preferred.
  • Experience with agentic AI platforms, orchestration tools, or AI governance and responsible AI frameworks is preferred.
  • Experience contributing to Finance Operations AI-maturity assessments, roadmaps, or adoption strategies is preferred.
  • An MBA or other advanced degree is preferred.

About the Company

Deloitte

Audits companies and advises on tax and technology

Deloitte audits companies and advises businesses and governments on tax, technology, and risk, and it is one of the Big Four, the world's four largest accounting firms. In 1849 its founder became the first independent auditor of a public company, Britain's Great Western Railway. Its auditors check companies' financial reports for errors and fraud before investors rely on them, while its consultants design strategy, install business software, and defend clients against cyberattacks. Clients pay fees for each audit or project, and each country's Deloitte firm is a separate business owned by its local partners. Deloitte was founded in London in 1845 and is based in New York.

Company size
10,001+
Company stage
Late Stage VC
Total funding
$17.1M
Headquarters
New York, NY
Founded
1845

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