Finance Transformation Manager

EagleTree Capital$90K — $130K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Accounting, or Business Administration; Master's degree or CPA preferred.
  • Minimum 5 years in finance or accounting roles; 2 years in finance transformation or ERP implementation.
  • Experience with financial software, particularly Oracle Fusion; familiarity with Procore and Workday is a plus.
  • Strong project management skills with a focus on timelines and cross-functional coordination.
  • Problem-solving abilities with a data-driven approach; excellent communication skills.
  • Experience in the construction industry is preferred; hands-on experience with Oracle Fusion is a plus.
  • Relevant certifications such as CPA, PMP, or Six Sigma are preferred.

Responsibilities

  • Assist in managing the implementation of Oracle Fusion ERP system.
  • Support process improvement initiatives to enhance operational efficiency.
  • Coordinate technology integration of financial systems with existing technologies.
  • Promote adoption of new processes through effective change management efforts.
  • Collaborate with departments to align finance initiatives with business strategies.
  • Help establish the Finance Transformation department, including processes and team structure.
  • Manage project timelines and resources for transformation workstreams, tracking progress and risks.

Benefits

  • Opportunity for professional development and growth within the Finance Transformation department.
  • Participation in the implementation of cutting-edge financial technologies like Oracle Fusion.
  • Exposure to cross-departmental collaboration, enhancing networking opportunities.
  • Focus on streamlining operations, leading to a meaningful impact on the organization.
  • Potential to contribute to a major financial transformation within a dynamic industry.
Full Job Description
POSITION SCOPE AND ORGANIZATIONAL IMPACT

Moss' Finance Transformation Manager supports the Director in planning and executing initiatives that modernize and optimize the finance function, including the implementation of Oracle Fusion to replace the legacy ERP system. This role assists in integrating transformation initiatives with operational team processes and roadmaps. The Manager will help ensure that financial operations are efficient, compliant, and aligned with the organization's strategic goals by coordinating cross-functional teams to implement process improvements, technology solutions, and organizational changes.

ESSENTIAL JOB DUTIES AND RESPONSIBILITIES
  • ERP Implementation Support: Assist the Director in managing the implementation of Oracle Fusion, including requirements gathering, system configuration coordination, data migration planning, testing, and go-live activities
  • Process Improvement: Support initiatives to streamline operations and improve accuracy. Identify opportunities for process improvements within existing workflows and help establish benchmarks for future process deployments
  • Technology Integration: Coordinate the implementation and integration of financial systems and tools, ensuring they meet organizational needs and work seamlessly with existing technologies including Procore, Workday, and Oracle
  • Change Management: Support change management efforts to promote the adoption of new processes and technologies. Work with dedicated training, communications, and construction field teams to align and execute training programs and communication plans that support the adoption of new processes and technologies across all levels of the organization
  • Stakeholder Coordination: Collaborate with various departments and team members to ensure alignment of finance transformation initiatives with broader business strategies. Serve as a liaison between the finance transformation team and operational stakeholders
  • Department Establishment: Assist the Director in building and establishing the Finance Transformation department, including developing standard operating procedures, workflows, documentation, and team structure
  • Project Management: Manage project timelines, deliverables, and resources for assigned transformation workstreams. Track milestones and escalate risks or issues to the Director as needed
  • Performance Monitoring: Help establish and track key performance indicators (KPIs) to measure the success of transformation initiatives. Prepare regular progress reports and recommend adjustments as necessary
  • Perform other duties as assigned


EDUCATION AND WORK EXPERIENCE
  • Bachelor's degree in Finance, Accounting, Business Administration, or a related field; a Master's degree or CPA certification is a plus
  • A minimum of 5 years in finance or accounting roles, with at least 2 years in roles focused on finance transformation, ERP implementation, or process improvement
  • Experience with financial software systems (e.g., ERP systems such as Oracle Fusion) and a solid understanding of emerging technologies in finance. Familiarity with Procore and Workday is a plus
  • Demonstrated ability to manage project timelines, coordinate cross-functional teams, and deliver results within scope and budget
  • Strong problem-solving abilities with a focus on data-driven decision-making
  • Excellent verbal and written communication skills, with the ability to collaborate effectively with stakeholders at various levels
  • Experience in construction-related industries preferred
  • Hands-on experience with Oracle Fusion or similar ERP implementation projects
  • Relevant certifications such as CPA, PMP, or Six Sigma preferred


JOB TITLE: FINANCE TRANSFORMATION MANAGER

JOB LOCATION: FORT LAUDERDALE, FL

CLASSIFICATION: FULL TIME - EXEMPT - SALARIED

REPORTS TO: DIRECTOR OF FINANCE TRANSFORMATION

About EagleTree Capital

EagleTree Capital is a private equity firm that specializes in investments in the consumer products, media and entertainment, and business services sectors. The firm was founded in 2015 and is based in New York, New York. EagleTree Capital focuses on investing in middle-market companies that have the potential for significant growth. The firm's investment strategy is to partner with experienced management teams to build strong, sustainable businesses that deliver value to customers and shareholders. EagleTree Capital has a strong track record of creating value for its investors through its disciplined approach to investing and its focus on operational excellence.
Learn more about EagleTree Capital
Size
30 employees
Industry
Founded
2015

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