Director of Finance and Business Transformation

Job Summary

We are seeking a forward-looking, client-facing leader to join our Advisory team. This role will help small and mid-sized enterprises modernize their finance and operations by integrating advanced technology, data strategy, automation, and AI. Working directly with business stakeholders, this leader will shape digital strategy, elevate business intelligence, and build scalable systems. The ideal candidate blends deep technical expertise with business acumen and executive presence, driving measurable improvements in efficiency, profitability, and long-term value.

The expectation is this position will be onsite a minimum of 3 days a week, 4 is most ideal. Compensation is outlined below. LOCAL CANDIDATES ONLY!

“Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of employment visas at this time. This policy applies equally to all applicants regardless of national origin.”

• Build, mentor, and scale a high-performing team of BI, data, and transformation professionals to deliver end-to-end services—including process optimization, system implementation, data strategy, and advanced analytics that drive operational efficiency and strategic decision-making.
• Execute a growth strategy for the Business Intelligence & Transformation practice, including revenue targets, scalable offerings, and strategic partnerships.
• Represent the firm in the marketplace through thought leadership, networking, and client acquisition.
• Guide clients through digital transformation journeys, including process redesign, automation adoption, and data modernization.
• Serve as a trusted advisor, balancing immediate tactical fixes with long-term transformation roadmaps.
• Lead executive discovery sessions with CEOs, CFOs, and business owners to identify finance and operations challenges and transformation opportunities.
• Facilitate deep-dive workshops with client stakeholders to map current-state finance and operations processes, identify gaps and inefficiencies, and design future-state workflows that enable scalability, automation, and stronger decision-making.
• Solution Architect and oversee implementation of ERP, and operational systems that unify accounting, FP&A, procurement, inventory, and reporting functions.
• Leverage AI and automation to streamline repetitive finance and supply chain workflows, enhance forecasting, and improve decision-making.
• Develop advanced FP&A and forecasting models and KPI dashboards that support strategic decision-making and performance tracking (driver-based planning, scenario analysis, working capital optimization).
• Integrate ERP, data warehouses, and BI tools for real-time visibility into cash flow, margins, supply chain performance, and KPI's.
• Translate complex technical solutions into actionable business strategies for executive stakeholders.
• Collaborate with internal and external teams to deliver projects from design through execution, ensuring measurable outcomes.
• Continuously monitor technology trends introducing innovations that create client advantage

• Bachelor's degree in Computer Science, finance, accounting or related field.
• 10+ years of experience in technology advisory, finance transformation, or solution architecture.
• Prior experience in an accounting, advisory, or consulting firm.
• Strong client-facing consulting experience, ideally with small/mid-market companies across multiple industries.
• Proven expertise in ERP platforms (Net Suite, Sage Intacct, Acumatica, Rillet, Deltek, Yardi) and relevant integrations.
• Proven expertise in FP&A platforms (Anaplan, Adaptive Insights, etc.) and integrations.
• Familiarity with automation platforms, AI tools, and modern data/BI ecosystems.
• Deep understanding of finance processes (P2P, O2C, R2R, FP&A) and operational areas like procurement and inventory.
• Exceptional executive communication, facilitation, and problem-solving skills.
• Ability to lead cross-functional teams across finance, operations, and technology.
• Demonstrated use of AI and automation tools within finance, operations, or customer workflows.
• Track record of developing digital strategies or AI readiness assessments.
• Industry exposure to real estate, construction, SaaS, professional services, or consumer goods is preferred.

Target Salary - $250-$300k (commensurate with experience) + discretionary bonus and comprehensive benefits including 401K.

Wiss is committed to fostering a welcoming community. We seek candidates from all backgrounds to join our team and encourage our employees to bring their authentic and best selves to work.

We are an Equal Opportunity Employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other legally protected status.

To all staffing agencies:
Wiss does not utilize 3rd party firms for any internal or client positions. Please be advised, Wiss is not…