Director – CFO Technology Strategy & Transformation | Business Transformation

Experience a 45X+ award-winning culture!

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 Embark isn't your ordinary consulting firm. We’re committed to cultivating a workplace where everyone can thrive—where happiness is at the core of our success. Where Happy Works. Our team is dedicated to solving complex problems for finance, accounting, HR, and technology leaders with forward-thinking solutions and unparalleled hospitality.

Here are a few reasons why 93% of Embarkers agree that we offer special and unique benefits:

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…