Senior Finance Transformation Manager

About the Role

We are seeking a Senior Finance Transformation Manager to lead strategic initiatives that modernize and scale our Finance & Accounting organization. While the initial focus will be on Quote-to-Cash (QTC) transformation, this role extends well beyond revenue operations into a broader Finance Transformation mandate. You will drive optimization across core finance processes (Procure-to-Pay, Record-to-Report, Hire-to-Retire), serve as the liaison between Finance and Business Systems, establish a PMO function within the CFO organization, and lead high‑impact strategic projects such as post‑merger integration, AI strategy for Finance, and end‑to‑end management reporting frameworks.

This is a highly visible role requiring strong project leadership, deep finance and accounting process knowledge, and the ability to influence multiple teams in a fast‑paced, high‑growth environment.

This is a full‑time, hybrid position based out of our Oakland, CA office. Our hybrid work model offers a blend of remote flexibility and in‑person collaboration, including two days in the office each week.

• Lead end‑to‑end finance transformation initiatives across Quote‑to‑Cash (QTC), Procure to Pay (P2P), Record‑to‑Report, and Hire‑to‑Retire (H2R), aligning process improvements with business strategy and scalability needs.
• Define, design, and implement target‑state processes that drive automation, compliance, and efficiency across the Finance and Accounting functions.
• Drive AI‑led transformation in finance by evaluating and implementing new technologies, including AI‑enabled tools for forecasting, reconciliation, and reporting.
• Partner with leadership to shape the finance transformation roadmap, ensuring readiness for growth, scale, and potential IPO.

• Serve as the primary interface between Finance/Accounting stakeholders and the Business Systems/IT team.
• Translate finance requirements into technical specifications, ensuring alignment across ERP, CRM, CPQ, billing, and reporting platforms.
• Prioritize projects in partnership with the Finance leadership and Business Systems team to ensure high‑impact delivery.

• Establish and run a CFO PMO function, ensuring strong governance, milestone tracking, and benefits realization across transformation programs.
• Manage multiple concurrent projects, including finance post‑merger integration work streams, ERP/automation implementations, and controls optimization.
• Build project intake, metrics, and reporting frameworks to monitor progress and measure impact.

• Drive AI‑led transformation in finance by evaluating and implementing new technologies, including AI‑enabled tools for forecasting, reconciliation, and reporting.
• Lead the design of an end‑to‑end management reporting framework that provides actionable insights for decision‑making.
• Partner with FP&A, Accounting, and other teams to strengthen data analytics capabilities and elevate reporting accuracy and timeliness.

• Develop and execute change management strategies to promote adoption of new processes and systems.
• Lead UAT, training, and launch communications, ensuring smooth transition and user buy‑in.
• Act as a trusted advisor to Finance leadership by surfacing risks, dependencies, and trade‑offs early.

• 8+ years of progressive Finance, Accounting, or Consulting experience, with significant Finance Transformation and QTC experience.
• Demonstrated success leading cross‑functional projects that span Finance, IT, and Operations.
• Strong understanding of core finance processes (QTC, P2P, R2R, H2R) and related systems (ERP, CRM, CPQ, billing platforms).
• Proven experience managing complex projects, building PMO structures, and delivering results in fast‑paced environments.
• Excellent stakeholder management, communication, and influencing skills with senior leadership.
• Analytical mindset with ability to translate ambiguity into structured plans.

• CPA, MBA, or PMP certification.
• Hands‑on experience with ERP, CPQ, or revenue automation tools.
• Prio…