Digital Transformation Manager Financial Services

Role Overview:

We are seeking a skilled professional to manage and deliver our new digital services practice focusing on helping CFOs and finance leaders implement automation generative AI (GenAI) and outsourcing solutions in accounting and finance. This role involves working closely with CFOs to optimize financial operations enhance decisionmaking capabilities and implement advanced technologies for measurable impact.

Key Responsibilities:

1. CFO Collaboration and Advisory:

Work with CFOs to understand their goals challenges and operational priorities.

Provide recommendations on leveraging automation and AI to improve financial reporting forecasting and compliance processes.

Assist CFOs in driving strategic initiatives and achieving financial transformation objectives.

2. Automation and AI Implementation:

Identify opportunities for automation and AI adoption in key finance processes such as procuretopay ordertocash recordtoreport and treasury management.

Oversee the implementation of AIdriven solutions to enhance efficiency reduce costs and improve decisionmaking.

Ensure seamless integration of AI and automation tools with existing systems and processes.

3. Managing Outsourced Accounting & Finance Services:

Lead the delivery of outsourced accounting and finance functions including bookkeeping payroll management reporting and tax compliance.

Collaborate with clients to streamline and optimize outsourcing processes aligning them with automation and AI strategies.

Ensure highquality and timely delivery of outsourced services adding value to client organizations.

4. Project Management:

Manage client engagements including planning execution and delivery of automation AI and outsourcing projects.

Monitor project timelines budgets and deliverables to ensure client satisfaction and successful outcomes.

Act as a point of contact for clients ensuring clear communication and proactive issue resolution.

5. Business Development Support:

Support the business development team in identifying client needs and proposing tailored solutions.

Develop presentations proposals and success stories to demonstrate the impact of automation AI and outsourcing in finance.

Build strong client relationships to drive repeat business and longterm partnerships.

6. Team Coordination and Collaboration:

Work closely with team members to deliver projects ensuring alignment with client requirements and organizational goals.

Mentor junior team members in automation tools AI technologies and outsourcing best practices.

Promote a culture of collaboration and continuous improvement within the team.

Requirements

Qualifications and Experience:

Bachelor s degree in Accounting Finance or related field; MBA or equivalent preferred.

7 years of experience in accounting finance or consulting with exposure to automation AI and outsourcing services.

Proven experience in managing client engagements and delivering technologydriven finance solutions.

Strong understanding of accounting and finance operations with a focus on process improvement and technology integration.

Skills and Competencies:

Proficiency in implementing automation and AI solutions for finance functions.

Strong project management skills with the ability to manage multiple client engagements.

Knowledge of outsourcing models and their application in finance and accounting.

Excellent analytical communication and problemsolving skills.

Why Join Us

Play a pivotal role in delivering innovative solutions that transform accounting and finance functions.

Work directly with CFOs to drive impactful outcomes through automation AI and outsourcing.

Be part of a forwardthinking team at the intersection of finance and technology shaping the future of financial operations.

Benefits