Business Solution Architect - Finance & Accounting

Finance & Accounting Solution Architect Position Summary

The Finance & Accounting (F&A) Solution Architect is responsible for designing end-to-end Finance and Accounting outsourcing solutions for prospective clients. This role combines deep F&A operational expertise with business process transformation, benchmarking, commercial modeling, and proposal development capabilities. The Solution Architect works closely with sales, operations, pricing, transition, technology, and client stakeholders to develop competitive, scalable, and outcome-based solutions that address client business challenges.

The individual will lead solution design activities during pursuit and proposal phases, develop staffing and delivery models, leverage industry benchmarks to establish operational assumptions, and create compelling responses to RFPs, RFIs, and client presentations.

• Design end-to-end Finance & Accounting service delivery solutions across:
  • Source to Pay
  • Order to Cash
  • Record to Report
• Assess client requirements and translate them into scalable operating models.
• Develop service delivery strategies leveraging onshore, nearshore, offshore, and hybrid delivery models.
• Design organizational structures, staffing models, governance frameworks, and service management models.
• Identify process improvement and automation opportunities utilizing workflow, AI, OCR, RPA, and analytics solutions.

• Utilize internal and external benchmark data to establish:
  • Productivity assumptions
  • Staffing estimates
  • Cost models
  • Performance targets
  • Service level commitments
• Analyze transaction volumes, handling times, complexity factors, and operating metrics.
• Develop capacity models and forecasts to support deal pricing and business cases.
• Recommend best practices based on industry-leading F&A operations.

• Lead the F&A solution response for RFPs, RFIs, and client pursuits.
• Develop solution narratives, executive summaries, staffing approaches, transition methodologies, and service delivery models.
• Collaborate with pricing teams to create cost models and commercial recommendations.
• Support proposal reviews and ensure alignment between solution, pricing, and operational assumptions.
• Participate in client presentations, solution workshops, and due diligence sessions.

• Facilitate discovery workshops to understand client objectives, pain points, and requirements.
• Present solution recommendations to executive stakeholders.
• Respond to client questions regarding operating models, transformation opportunities, staffing, governance, and delivery capabilities.
• Serve as a trusted advisor throughout the sales lifecycle.

• Develop transition and implementation approaches for new engagements.
• Assess transition risks and mitigation strategies.
• Define governance, reporting, and continuous improvement frameworks.
• Support the handoff from sales to implementation teams.

• Bachelor's degree in Accounting, Finance, Business Administration, or related field.
• 8+ years of Finance & Accounting operations, consulting, outsourcing, shared services, or business process services experience.
• 3+ years designing solutions for F&A outsourcing, managed services, or shared services organizations.
• Experience supporting large-scale RFP responses and competitive pursuits.
• Strong understanding of F&A process areas and operating models.
• Experience building staffing, productivity, and financial models using benchmark data.
• Advanced Microsoft Excel and PowerPoint skills.
• Strong business writing and executive presentation skills.

• Experience in BPO, shared services, consulting, or finance transformation environments.
• Knowledge of ERP platforms such as SAP, Oracle
• Experience with automation technologies including RPA, OCR, AI, and workflow platforms.
• Familiarity with Six Sigma, Lean, or continuous improvement methodologies.

• Finance & Accounting Operations
• Shared Services
• Outsourcing and Managed Services
• Benchmarking and Analytics
• Financial Modeling
• Workforce Planning

• RFP Response Development
• Solution Design
• Deal Shaping
• Commercial Awareness
• Executive Presentation Skills
• Client Relationship Management

• Cross-functional Team Leadership
• Stakeholder Management
• Strategic Thinking
• Problem Solving
• Negotiation and Influencing

We offer perks and rewards designed to support you:

• Health & Welfare Benefits:
  
  Comprehensive plans tailored to your needs, effective from day one.
• Retirement Savings:
  
  Robust programs to help you secure your financial future.
• Employee Discounts:
  
  Access to a wide range of discounts on merchandise, services, travel, and more.
• Career Growth Opportunities:
  
  Paths for advancement within a global organization.
• Paid Training:
  
  Learn while you earn with award-winning learning platforms.
• Paid Time Off:
  
  Competitive PTO packages to help you recharge.
• Great Work Environment:
  
  Join an…