Sum Theory

12 Sum Theory Jobs Hiring Near You

TITLE: Implementation Specialist POSITION TYPE: Full Time W2 Employee LOCATION: Remote (May require some travel) Overview: The Implementation Specialist will play a key role in supporting clients ...

TITLE: Senior Implementation Specialist POSITION TYPE: Full Time W2 Employee LOCATION: Remote (May require some travel) Overview: The Senior Implementation Specialist is a subject-matter expert in ER ...

TITLE: Implementation Specialist POSITION TYPE: Full Time - W2 Employee LOCATION: Remote (May require some travel) Overview: The Implementation Specialist will play a key role in supporting clients ...

Sum Theory Jobs Information

Infographic showing various job openings at Sum Theory in the United States as of May 2026, with employment types broken down into 67% Full Time, and 33% Part Time. Highlights an 56% Physical, 11% Hybrid, and 33% Remote job distribution.

Senior Manager, Financial Close Management

Sum Theory, Inc

Plano, TX โ€ข On-site

$104.50K - $142.40K/yr

Full-time

Posted 20 days ago


Job description

This is a great opportunity to join Sum Theory as a Senior Manager, Record-to-Report (R2R) in our Software Solutions practice. The Senior Manager, R2R will be a strategic functional leader who will lead the Record-to-Report functions of Financial Systems Consulting such as:
  • Client Management/Strategic Sourcing
  • Service Quality
  • Contract Management
  • Record to Report Solutions
  • Indirect Procurement

The Senior Manager, R2R will oversee the implementation & support of best practices in these areas. The process leader will bring together best practices, benchmarks from the industry and work with various levels within Operations & Quality leadership to align the strategies and lead the process transformation at Sum Theory to be world class within and in support of the Client Management function.
Essential Job Responsibilities:
  • Partner with Sales & Operations senior management to identify and deliver digital capabilities that have the highest business impact across the Financial Systems Consulting function.
  • Be the primary R2R Point of contact & lead the planning & delivery of Service Management capabilities and services in support of each of the functions 's strategy realization.
  • Enhance the R2R Solutions Delivery process.
  • Act as an Internal Consultant for Client Management strategy development & execution.
  • Develop/execute/lead enterprise-wide strategic initiatives, including projects to reduce supplier risk, improve service quality, reduce procurement cost, make/buy initiatives etc.
  • Accountable for the full Value Stream and expert at understanding how data interacts between various R2R systems.

Qualifications:
  • Bachelor's degree.
  • A minimum of Twelve years' of progressively responsible experience leading activities in Client/Supplier Management, Quality, Purchasing, Contracting, or related Digital functional areas, and project and/or change management experience.
  • Experience with Trintech, OneStream and industry leading R2R tools.
  • Project and/or change management experience in managing, leading, and implementing financial reconciliation or related systems.
  • Strong written and oral communication skills.
  • Strategic consultative mindset.

Preferred Qualifications:
  • Demonstrated competency in execution of multiple large projects simultaneously.
  • Strong data manipulation and database management skills as well as spreadsheet and analytical skills.
  • Strong collaboration, delegation and interpersonal communication skills.
  • Provides specialized expertise to identify, evaluate and develop systems and procedures to meet users' needs.
  • Strong organizational, client service, and interpersonal skills required to work with a wide variety of internal and external customers.
  • May require some travel (~10%).

Sum Theory is an Equal Opportunity/Affirmative Action employer including protected Veterans and individuals with disabilities.