Senior Consultant, Finance Transformation
Listed on 2026-06-13
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Finance & Banking
Financial Consultant, Financial Manager, CFO, Corporate Finance
Senior Consultant of Finance Transformation
West Monroe is seeking a dynamic and experienced Senior Consultant of Finance Transformation to join our growing Operations Excellence practice. This role is ideal for a professional who is passionate about modernizing the Office of the CFO—reimagining finance operating models, optimizing end-to-end finance processes, and enabling data-driven decision-making through technology, automation, and analytics.
As a Senior Consultant, you will drive complex finance transformation engagements, work with high-performing project teams, and partner closely with CFOs and senior finance leaders to deliver measurable business outcomes. You’ll work in a fast-paced, entrepreneurial consulting environment while helping clients translate strategy into sustained execution.
What You’ll Do Client Delivery- Drive end-to-end finance transformation initiatives, including current-state assessments, target operating model design, process reengineering, technology enablement, and change management.
- Partner with senior finance executives (CFOs, Controllers, FP&A leaders) to align finance capabilities with enterprise strategy, growth objectives, and value creation priorities.
- Design and implement future-state finance processes across the finance value chain, including FP&A, Record-to-Report, Order-to-Cash, Procure-to-Pay, and Close & Consolidation.
- Drive modernization of the Office of the CFO through automation, AI, analytics, and finance systems, ensuring solutions are scalable and adoption-ready.
- Leverage AI tools to accelerate analysis, synthesize complex information, and support data-driven recommendations for clients, exercising sound judgment in evaluating outputs.
- Apply AI technologies (e.g., generative AI, automation tools, data models) to enhance insights, improve delivery efficiency, and elevate the quality of client outcomes.
- Collaborate closely with consultants and cross-functional team members, sharing experience and insights to strengthen finance transformation capabilities and enhance overall team performance.
- Contribute hands-on support to analyses, deliverables, and client communications, ensuring high-quality outputs and alignment with project objectives.
- Model strong teamwork and accountability by aligning individual contributions with West Monroe’s transformation methodologies and delivery standards, while fostering an inclusive and collaborative team environment.
- Serve as a trusted advisor and identify opportunities to expand finance transformation scope within existing client engagements.
- Contribute to proposals, thought leadership, and solution development focused on CFO transformation, finance modernization, and value realization.
- Stay current on emerging finance trends, technologies, and operating model innovations to continuously elevate client impact.
- Contribute to the growth of the Office of the CFO practice by developing methodologies, playbooks, tools, and reusable assets.
- Support recruiting, onboarding, and training initiatives to build a high-performing finance transformation team.
- Represent West Monroe through industry events, conferences, and external thought leadership.
- Bachelor’s degree in finance, accounting, business, economics, or a related discipline (or equivalent experience).
- 3+ years of experience working on Finance Transformation initiatives, advising the Office of the CFO on large-scale process, operating model, data, and technology programs.
- Deep functional expertise across the finance lifecycle, including Record-to-Report, Order-to-Cash, Procure-to-Pay, FP&A, Close & Consolidation, and adjacent enterprise processes.
- Experience modernizing finance through automation, AI, analytics, and finance systems.
- Strong understanding of financial close, consolidation, financial reporting, and process optimization.
- Advanced analytical and data visualization skills; strong Excel proficiency and comfort translating data into executive-ready insights.
- Experience integrating AI tools (e.g., ChatGPT) into day-to-day workflows to enhance productivity and insight generation, coupled…
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