Director CFO Technology Strategy & Transformation | Business Transformation

Senior Manager or Director, Office of the CFO Consulting Practice

Embarkers enjoy:

• Work‑life integration:
  We encourage our team to balance work with personal life. 95% of our employees feel they can take time off when necessary
• Growth and development:
  We offer continuous learning opportunities, including CPE credits and coaching, to support our employees' professional growth and ensure they execute excellently for clients
• Award‑winning culture:
  Recognized for our outstanding workplace environment, we prioritize the happiness and well‑being of our team
• Unlimited PTO:
  Enjoy unlimited PTO to recharge and pursue your passions
• Comprehensive healthcare: 100% paid premiums for you and your family
• Whole human growth: $150 monthly stipend for holistic development
• Career advancement:
  Access to CPE credits, learning platforms, coaching, and professional development
• Financial support:
  Up to 3% 401(k) matching and financial advisory services
• Team and community engagement:
  Monthly social events within your market, charitable matching, and great people

About the role:

We are seeking an accomplished and forward‑thinking Senior Manager or Director to join our growing Office of the CFO Consulting Practice, leading transformational projects at the intersection of finance, technology, and process automation. This role focuses on guiding CFOs and finance leaders through high‑impact initiatives including IT strategy, digital finance transformation, global systems rationalization, and intelligent process automation (IPA). You will help enterprise and mid‑market clients modernize finance functions, optimize technology investments, and embed automation into the DNA of how finance operates.

Beyond client delivery, this is a leadership position with responsibility for practice development, team building, and driving go‑to‑market efforts.

What you’ll be doing:

Client Delivery & Transformation Leadership

• Serve as the primary engagement lead for complex CFO tech transformation programs, overseeing multi‑functional teams across finance, IT, and operations.
• Lead clients through the design and implementation of finance technology strategies, including ERP roadmaps, automation opportunities, and enterprise architecture assessments.
• Manage full lifecycle of global systems rationalization and ERP modernization efforts (e.g., Net Suite, Oracle, Workday, SAP), including pre‑implementation planning and post‑go‑live optimization.
• Translate finance function requirements into scalable systems and automated workflows to enhance efficiency, control, and insight generation.
• Lead discovery and deployment of process automation solutions, including RPA, workflow tools, and AI/ML applications for functions such as close‑to‑report, procure‑to‑pay, and quote‑to‑cash.
• Deliver results that drive measurable improvements in cycle time, accuracy, resource allocation, and stakeholder experience.

Finance Function Expertise

• Apply deep subject matter expertise in finance and accounting processes including controllership, FP&A, revenue recognition, financial close, audit readiness, and internal controls.
• Advise clients on finance operating model evolution, data governance, and digital enablement strategies aligned to long‑term growth and compliance.
• Leverage understanding of key finance applications (e.g., Black Line, One Stream, Anaplan, Coupa, Salesforce) to inform system design and automation integration.

Practice Leadership & Innovation

• Lead continued buildout of Embark’s offering, defining services around ERP strategy, automation enablement, and digital finance architecture.
• Create IP and delivery frameworks for intelligent automation—including opportunity assessment tools, automation playbooks, and ROI models.
• Stay ahead of market trends in AI, RPA, workflow orchestration, and embedded analytics to ensure our offerings remain cutting‑edge and outcome‑focused.

Business Development & Market Growth

• Support proposal development, solution scoping, and client presentations for technology and automation‑focused initiatives.
• Develop and maintain strong client relationships to identify new opportunities and support ongoing transformation journeys.
• Leverage your personal and…