Senior Finance Transformation and Automation Lead
$75,000–$110,000 year
On-siteNorth Bethesda, Maryland, United States
Job Summary
Conduct independent, end-to-end needs assessments across finance and accounting functions to assess current-state operations and identify gaps. Translate business strategy into clearly defined current- and future-state process designs that leverage automation and system integration. Develop detailed GAP analyses to pinpoint inefficiencies and control risks, then create actionable implementation roadmaps with clear priorities and timelines. Partner with technical teams to integrate and automate data across ERP, sub-ledgers, payroll, and reporting platforms while managing stakeholder expectations. Serve as a trusted advisor to C-suite executives, presenting findings and business cases in an executive-ready manner to drive adoption of new ways of working.
Required Qualifications
- 7+ years of experience in finance transformation, financial operations, consulting, or automation-enabled process improvement
- Deep understanding of core finance and accounting processes and how they scale in growing organizations
- Proven experience conducting needs analysis, GAP assessments, and designing future-state operating models
- Hands-on experience with finance systems and automation/integration tools (i.e. BI tools, N8N, Zapier, and similar platforms)
- Strong data and systems mindset with the ability to connect process design to data integrity and reporting outcomes
- Exceptional communication skills with demonstrated comfort advising CEOs, CFOs, COOs, and Boards
- Self-starter mentality with the ability to operate independently while collaborating effectively with cross-functional teams
- Experience managing change, influencing stakeholders, and driving adoption of new ways of working
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