Automation In Finance Jobs in Montclair, CA (NOW HIRING)

Step into a role where you'll help shape the future of finance. As part of our Finance Transformation team, you'll collaborate with CFOs, finance leaders, and executive clients to solve their most complex challenges. Leveraging Deloitte's unmatched resources and deep industry insights, you'll deliver innovative, market-driven solutions that modernize finance functions, elevate performance, and drive meaningful organizational change. Join us to empower clients to become strategic business partners, manage risk, and unlock new levels of financial and operational excellence.

Recruiting for this role ends 09/30/2026.

As a Manager and Process Design & Reengineering Lead within our Finance Transformation Tech Enablement team, you will design future-state operating models for Finance Operate managed service engagements. You will partner with business leadership to prioritize transformation opportunities, lead process reengineering initiatives, and ensure that automation and technology decisions are grounded in rigorous process analysis.

Work You Will Do 

Future-State Operating Model Design

• Lead the design of future-state operating models for Finance Operate engagements, covering people, process, and technology dimensions.
• Partner with Finance Operate offering leadership to identify, prioritize, and sequence transformation opportunities across Controllership, Treasury, and FP&A.
• Develop comprehensive current-state and future-state process flows incorporating manual steps, human interactions, and technology touchpoints.
• Align process designs with the five-phase delivery journey (Scoping, Transition, Delivery, Transformation, Continuous Improvement).

Process Analysis & Optimization

• Lead end-to-end process assessments on live Finance Operate engagements to identify inefficiencies, bottlenecks, and automation candidates.
• Evaluate technology automation options (RPA, AI, workflow orchestration) to address identified process gaps.
• Collaborate with technical architects to ensure process designs are architecturally feasible and implementable.

Stakeholder Engagement & Business Cases

• Facilitate workshops and interviews with Finance Operate service leadership and delivery teams to capture process details and pain points.
• Build and present business cases for automation and process improvement initiatives to senior stakeholders.
• Serve as a trusted advisor to Finance Operate business leadership on transformation sequencing and investment prioritization.

Team Leadership

• Supervise and mentor Engagement Optimization Analysts and Consultants, guiding process discovery, documentation, and recommendation development.
• Oversee implementation of approved process changes and track value realization against defined metrics.
• Stay current on emerging technologies, industry trends, and best practices in finance transformation and process excellence.

The team

Our Finance Operate offering provides ongoing operation of the Finance function as an extension of Deloitte's Finance Transformation Advise and Implement offering portfolio. The team works across finance strategy, process, operations, and technology to help organizations enable scalable finance outcomes. Professionals in this practice support delivery in complex environments while helping clients advance modernization across Finance Operate capabilities.

Qualifications

Required

• Bachelor's degree in Finance, Accounting, Business, Industrial Engineering, or related field (MBA preferred).
• 7+ years of experience in finance operations, process improvement, service design, or management consulting, with at least 2 years in a leadership capacity.
• Demonstrated ability to facilitate workshops and structured discovery sessions with senior stakeholders.
• Strong process mapping skills with proficiency in Visio, Lucidchart, or comparable tools.
• Experience conducting gap analysis and developing prioritized recommendations for process and technology improvement.
• Excellent communication, facilitation, and presentation skills.
• Ability to travel 25%, on average, based on the work you do and the clients and industries/sectors you serve
• Limited immigration sponsorship may be available

Preferred

• Knowledge of Finance process areas: Record-to-Report, Treasury management, or Financial Planning & Analysis.
• Familiarity with automation technologies (RPA, AI/GenAI, workflow orchestration) and their application in Finance operations.
• Experience with managed services or Finance Operate delivery models.
• Lean, Six Sigma, or related process improvement certifications.

 The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $128,000-$252,000.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

Step into a role where you'll help shape the future of finance. As part of our Finance Transformation team, you'll collaborate with CFOs, finance leaders, and executive clients to solve their most complex challenges. Leveraging Deloitte's unmatched resources and deep industry insights, you'll deliver innovative, market-driven solutions that modernize finance functions, elevate performance, and drive meaningful organizational change. Join us to empower clients to become strategic business partners, manage risk, and unlock new levels of financial and operational excellence.

Recruiting for this role ends 09/30/2026.

As a Manager and Process Design & Reengineering Lead within our Finance Transformation Tech Enablement team, you will design future-state operating models for Finance Operate managed service engagements. You will partner with business leadership to prioritize transformation opportunities, lead process reengineering initiatives, and ensure that automation and technology decisions are grounded in rigorous process analysis.

Work You Will Do 

Future-State Operating Model Design

• Lead the design of future-state operating models for Finance Operate engagements, covering people, process, and technology dimensions.
• Partner with Finance Operate offering leadership to identify, prioritize, and sequence transformation opportunities across Controllership, Treasury, and FP&A.
• Develop comprehensive current-state and future-state process flows incorporating manual steps, human interactions, and technology touchpoints.
• Align process designs with the five-phase delivery journey (Scoping, Transition, Delivery, Transformation, Continuous Improvement).

Process Analysis & Optimization

• Lead end-to-end process assessments on live Finance Operate engagements to identify inefficiencies, bottlenecks, and automation candidates.
• Evaluate technology automation options (RPA, AI, workflow orchestration) to address identified process gaps.
• Collaborate with technical architects to ensure process designs are architecturally feasible and implementable.

Stakeholder Engagement & Business Cases

• Facilitate workshops and interviews with Finance Operate service leadership and delivery teams to capture process details and pain points.
• Build and present business cases for automation and process improvement initiatives to senior stakeholders.
• Serve as a trusted advisor to Finance Operate business leadership on transformation sequencing and investment prioritization.

Team Leadership

• Supervise and mentor Engagement Optimization Analysts and Consultants, guiding process discovery, documentation, and recommendation development.
• Oversee implementation of approved process changes and track value realization against defined metrics.
• Stay current on emerging technologies, industry trends, and best practices in finance transformation and process excellence.

The team

Our Finance Operate offering provides ongoing operation of the Finance function as an extension of Deloitte's Finance Transformation Advise and Implement offering portfolio. The team works across finance strategy, process, operations, and technology to help organizations enable scalable finance outcomes. Professionals in this practice support delivery in complex environments while helping clients advance modernization across Finance Operate capabilities.

Qualifications

Required

• Bachelor's degree in Finance, Accounting, Business, Industrial Engineering, or related field (MBA preferred).
• 7+ years of experience in finance operations, process improvement, service design, or management consulting, with at least 2 years in a leadership capacity.
• Demonstrated ability to facilitate workshops and structured discovery sessions with senior stakeholders.
• Strong process mapping skills with proficiency in Visio, Lucidchart, or comparable tools.
• Experience conducting gap analysis and developing prioritized recommendations for process and technology improvement.
• Excellent communication, facilitation, and presentation skills.
• Ability to travel 25%, on average, based on the work you do and the clients and industries/sectors you serve
• Limited immigration sponsorship may be available

Preferred

• Knowledge of Finance process areas: Record-to-Report, Treasury management, or Financial Planning & Analysis.
• Familiarity with automation technologies (RPA, AI/GenAI, workflow orchestration) and their application in Finance operations.
• Experience with managed services or Finance Operate delivery models.
• Lean, Six Sigma, or related process improvement certifications.

 The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $128,000-$252,000.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.