Manager – Order to Cash Transformation & Automation

Finance Transformation And Automation Manager

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally.

There's no one like you and that's why there's nowhere like RSM.

We are looking for an experienced Manager to join our rapidly growing Finance Transformation and Automation practice, with a focus on Order to Cash transformation. This dynamic team is part of our broader Finance Transformation solution focused on modernizing the office of the CFO. This is an ideal opportunity for someone who is looking to help clients improve business processes, reduce operational risk, and drive value through process improvement, automation, and technology-enabled transformation.

As a Manager, you will use your experience and knowledge to help clients improve their Order to Cash operations through services such as finance process advisory, process optimization, project delivery, and technology-enabled transformation. This role is focused on leading client projects, managing delivery execution, leading and mentoring delivery teams, supporting executive stakeholder communications, identifying and managing project risks, and contributing to sales and pursuit efforts.

The ideal candidate will be a strong Order to Cash process expert with system implementation experience and the ability to lead global project teams, manage project motions, support client executives, and contribute to business development activities.

Key Responsibilities:

• Lead Order to Cash transformation and automation projects, including day-to-day project management, delivery coordination, risk management, issue resolution, executive reporting, and overall project governance.
• Serve as the day-to-day leader of delivery teams, establishing accountability, managing team priorities, ensuring high-quality deliverables, and driving successful client outcomes.
• Mentor, coach, and guide consultants in US and India through active feedback, knowledge sharing, delivery guidance, and career development support.
• Create a positive delivery team environment that encourages collaboration, ownership, continuous learning, and professional growth.
• Serve as a trusted day-to-day advisor to client stakeholders by translating business needs into actionable project plans, process improvements, and practical recommendations.
• Guide project teams through the full project lifecycle, including discovery, current-state assessment, future-state design, requirements definition, implementation support, testing, change management, and value realization.
• Identify and manage project risks, dependencies, decisions, and stakeholder expectations to help ensure successful delivery outcomes.
• Support executive leadership communications by reviewing status updates, decision materials, project dashboards, and key messages for client sponsors and internal leadership.
• Apply strong Order to Cash process expertise across areas such as billing, accounts receivable, credit management, collections, cash application, disputes and deductions, customer master data, and reporting.
• Analyze and optimize Order to Cash processes, including documentation of current-state pain points, future-state recommendations, operating model considerations, and automation opportunities.
• Support sales cycles by contributing to discovery conversations, proposal development, solution shaping, pursuit materials, client presentations, demonstrations, workshops, and follow-up activities.
• Help execute practice go-to-market motions, including campaign participation, solution development, client events, thought leadership, and pursuit support.
• Support strategic alliance relationships by collaborating with technology partners, participating in joint pursuits, supporting partner-led discussions, and helping identify opportunities within the partner ecosystem.
• Partner with Directors and senior practice leaders to identify expansion opportunities within existing client relationships and contribute to pipeline development.
• Maintain awareness of the Order to Cash technology market and leading automation platforms, including how technology can support process transformation and business outcomes.
• Contribute to the development of practice methodologies, solution offerings, reusable intellectual property, and delivery assets that support market growth and consistent delivery quality.
• Work collaboratively across client teams, internal delivery teams, alliance partners, and firm leadership to deliver high-quality client outcomes.

Required Qualifications:

• Bachelor's Degree in Accounting, Finance, Information Technology, Business, or related field.
• Minimum 6 years of relevant work experience in…