Finance Transformation Jobs in San Ramon, CA (NOW HIRING)

Our Operational Finance Transformation team serves as a trusted advisor and thought partner to CFOs, CAOs and other executive clients. We leverage Deloitte's comprehensive capabilities, assets, and insights to deliver innovative, market-driven solutions. Our mission is to help clients modernize their full suite of end-to-end Finance functions, including Invoice to Pay, Invoice to Cash, and Record to Report processes, with the goal to enhance financial and operational performance, manage financial and audit risks, drive organizational change, and become strategic business partners within their organizations.

We are seeking an experienced Manager to lead client engagements that modernize Finance operations through process transformation, operating model design, technology enablement, and change management. This role offers the opportunity to work with CFO and CAO stakeholders, lead global teams, and deliver measurable improvements across the Finance value chain.

Work You'll Do

As an Operational Finance Transformation Manager, you will lead complex engagements for global organizations. You will assess Finance operations, design future-state processes and operating models, and implement business and technology solutions that improve efficiency, reduce costs, strengthen controls, and enhance service delivery.

Finance Transformation and Operating Model Design

• 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.

Technology and Process Enablement

• Translate Finance business requirements into ERP-enabled, workflow, automation, and AI solutions.
• Evaluate and apply technologies such as predictive analytics, RPA, HighRadius, BlackLine, Basware, ServiceNow, and Salesforce.
• Partner with technology teams to support solution design, implementation, testing, adoption, and process optimization.
• Design customer-focused Finance operating models using workflow technology, intelligent automation, and omni-channel solutions.

Client, Team, and Practice Leadership

• Build trusted relationships with CFOs, CAOs, Finance leaders, and other client stakeholders.
• Lead workshops and develop executive-ready storyboards, presentations, recommendations, and implementation plans.
• 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.

The Team

As finance cycles converge, Our GBS Operational Finance Transformation team advises, implements, and operates best-in-class solutions to accelerate insights and transforms the Finance organization from functional to dynamic capabilities. We deliver resilient, agile, and cost-effective outcomes that advance the CFO, CAOs and other executive stakeholders' agendas. Our solutions and capabilities support ERP-enabled transformation through the functional design, implementation, and governance of processes, controls, and policies.

Qualifications

Required

• Bachelor's degree from an accredited university.
• 8+ years of relevant experience in consulting, professional services, or an industry advisory or strategy function.
• 3+ years of direct people management experience, including leadership of complex projects or teams.
• 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.
• Experience designing, implementing, or optimizing service delivery models.
• Experience developing financial models and business cases using Microsoft Excel.
• Experience with ERP-enabled Finance operations and technologies such as AI, predictive analytics, RPA, HighRadius, BlackLine, or Basware.
• Experience with data visualization tools such as Tableau or Power BI and workflow platforms such as ServiceNow or Salesforce.
• Experience creating executive-level storyboards, presentations, and recommendations.
• Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.
• Ability to travel up to 50%, based on client and project needs.

Preferred

• Experience with Lean or Six Sigma process improvement methodologies.
• Certification in change management methodologies such as Prosci or ADKAR.
• Experience with business process technology vendor selection.
• Experience translating technology functionality into process improvements.
• Experience developing proposals and responding to RFPs.
• MBA or other advanced degree.

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 $141,200 - 278,300.

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.

Our Operational Finance Transformation team serves as a trusted advisor and thought partner to CFOs, CAOs and other executive clients. We leverage Deloitte's comprehensive capabilities, assets, and insights to deliver innovative, market-driven solutions. Our mission is to help clients modernize their full suite of end-to-end Finance functions, including Invoice to Pay, Invoice to Cash, and Record to Report processes, with the goal to enhance financial and operational performance, manage financial and audit risks, drive organizational change, and become strategic business partners within their organizations.

We are seeking an experienced Manager to lead client engagements that modernize Finance operations through process transformation, operating model design, technology enablement, and change management. This role offers the opportunity to work with CFO and CAO stakeholders, lead global teams, and deliver measurable improvements across the Finance value chain.

Work You'll Do

As an Operational Finance Transformation Manager, you will lead complex engagements for global organizations. You will assess Finance operations, design future-state processes and operating models, and implement business and technology solutions that improve efficiency, reduce costs, strengthen controls, and enhance service delivery.

Finance Transformation and Operating Model Design

• 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.

Technology and Process Enablement

• Translate Finance business requirements into ERP-enabled, workflow, automation, and AI solutions.
• Evaluate and apply technologies such as predictive analytics, RPA, HighRadius, BlackLine, Basware, ServiceNow, and Salesforce.
• Partner with technology teams to support solution design, implementation, testing, adoption, and process optimization.
• Design customer-focused Finance operating models using workflow technology, intelligent automation, and omni-channel solutions.

Client, Team, and Practice Leadership

• Build trusted relationships with CFOs, CAOs, Finance leaders, and other client stakeholders.
• Lead workshops and develop executive-ready storyboards, presentations, recommendations, and implementation plans.
• 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.

The Team

As finance cycles converge, Our GBS Operational Finance Transformation team advises, implements, and operates best-in-class solutions to accelerate insights and transforms the Finance organization from functional to dynamic capabilities. We deliver resilient, agile, and cost-effective outcomes that advance the CFO, CAOs and other executive stakeholders' agendas. Our solutions and capabilities support ERP-enabled transformation through the functional design, implementation, and governance of processes, controls, and policies.

Qualifications

Required

• Bachelor's degree from an accredited university.
• 8+ years of relevant experience in consulting, professional services, or an industry advisory or strategy function.
• 3+ years of direct people management experience, including leadership of complex projects or teams.
• 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.
• Experience designing, implementing, or optimizing service delivery models.
• Experience developing financial models and business cases using Microsoft Excel.
• Experience with ERP-enabled Finance operations and technologies such as AI, predictive analytics, RPA, HighRadius, BlackLine, or Basware.
• Experience with data visualization tools such as Tableau or Power BI and workflow platforms such as ServiceNow or Salesforce.
• Experience creating executive-level storyboards, presentations, and recommendations.
• Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.
• Ability to travel up to 50%, based on client and project needs.

Preferred

• Experience with Lean or Six Sigma process improvement methodologies.
• Certification in change management methodologies such as Prosci or ADKAR.
• Experience with business process technology vendor selection.
• Experience translating technology functionality into process improvements.
• Experience developing proposals and responding to RFPs.
• MBA or other advanced degree.

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 $141,200 - 278,300.

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.