Transformation Consultant

Interim Accounting Transformation Lead – R2R + Close Automation (Blackline / Close Tools)

Location:

Irving, TX (Hybrid – 3–4 days onsite / 1–2 days remote)

Type:
Contract / Interim

Duration:
Estimated at 6+ months

Pay Rate: $100-125

Interview Process: 3–4 rounds (virtual + in-person)

Start: ASAP

Our client, a HNI Family office (a private equity formatted company), is launching a Finance & Accounting Transformation initiative and is seeking an experienced Record-to-Report (R2R) Automation Consultant to serve as an interim execution lead. This role will focus on delivering immediate improvements by eliminating manual close activities and implementing a close automation solution (e.g., Blackline or similar) ahead of a broader ERP and Finance transformation.

This is a highly hands‑on role focused on execution, configuration, and delivery – not high‑level ERP redesign.

• Finalize selection and begin implementation of a close automation tool (Blackline‑type or equivalent)
• Eliminate or materially reduce manual reconciliations, spreadsheets, and shadow close processes
• Standardize R2R workflows, ownership, and controls
• Shorten close timelines and reduce rework
• Deliver a scalable R2R foundation aligned with the future ERP roadmap

• Assess current‑state R2R and month‑end close processes across priority entities
• Identify manual reconciliations, journals, certifications, and controls suitable for automation
• Define a target‑state close model compatible with Microsoft D365 Finance and future ERP changes
• Partner with Accounting leadership to prioritize scope and sequencing

• Lead selection, configuration, and deployment of a close automation platform (e.g., Blackline)
• Configure and implement:
  • Account reconciliations
  • Journal entry workflows
  • Certification and approval controls
  • Integrate the tool with D365 Finance and relevant data sources
• Support testing, validation, and production rollout
• Replace spreadsheet‑based reconciliations with automated workflows
• Reduce or eliminate:
  • Manual reclassifications
  • Offline tracking
  • Ad‑hoc approvals
• Strengthen auditability, documentation, and control evidence
• Embed standardized ownership and accountability into the close process

• Document standardized R2R processes, controls, and operating procedures
• Establish close metrics (cycle time, exceptions, completion rates)
• Train Accounting teams on new tools and workflows
• Ensure clean handoff aligned with broader ERP transformation work streams

• Coordinate closely with Accounting leadership, ERP/Business Apps, PMO, and process re‑engineering leadership
• Does not conflict with ERP re‑architecture
• Can be reused or extended in later phases
• Stay within agreed scope and avoid redesigning core ERP architecture or data models
• Close automation tool implemented and live for priority entities
• Material reduction in manual reconciliations and close effort
• Standardized R2R workflows and controls
• Documented R2R operating model and close calendar
• Training materials and knowledge transfer
• Clean handoff package for the broader ERP transformation program

• 15+ years in Accounting, Finance Transformation, or R2R optimization
• Deep knowledge of:
  • Month‑end close
  • Reconciliations and journal workflows
  • Experience integrating close tools with Microsoft D365 Finance strongly preferred

• Proven success reducing close timelines and manual effort
• Experience supporting complex, multi‑entity environments
• Strong understanding of controls, audit requirements, and documentation standards

• Highly hands‑on (configuration, testing, documentation)
• Comfortable serving as an interim execution lead
• Strong stakeholder management with Accounting teams