Manager, Strategy & Transformation (Finance Transformation)

Join a team of talented professionals with deep business and finance transformation experience who guide clients through major transactions, including M&A, carve-outs, IPOs, system implementations, and organizational change. We help organizations define business strategy and execute transformation initiatives across operational accounting, financial process improvement, financial technology enablement, FP&A, liquidity and cash reporting, regulatory reporting, risk management, and transactions.

Work within our Financial Services vertical, supporting brokerage, insurance, financial services, FinTech, large technology, Fortune 500, and other complex enterprise clients.

Support large-scale programs and multi-workstream initiatives, ensuring alignment and timely execution.

Partner with senior team members to execute strategic initiatives, transformation projects, leadership communications, and executive-ready recommendations.

Lead client workshops, current-state assessments, requirements-gathering sessions, and executive presentations, drawing on prior experience in similar client-facing environments.

Apply Finance & Accounting, operational, project management, product management, and problem-solving skills to solve complex challenges, with limited formal documentation, and deliver tangible outcomes.