Senior Manager, Finance TransformationDepartment: Finance
Employment Type: Full Time
Location: Chicago
Reporting To: Sonia Xie
DescriptionThis is not a traditional accounting management role. You will spend the majority of your time on forward-looking initiatives - redesigning close processes, implementing automation and tooling, and serving as the accounting lead on M&A and integrations.
We are looking for someone with a sharp eye for identifying problems, the initiative to propose solutions, and the drive to see them through in a fast-moving environment. If you are energized by building and transforming, this role is for you.
Key ResponsibilitiesFinance Transformation & Process Improvement- Own the finance transformation roadmap - identifying inefficiencies across the accounting function and leading end-to-end implementation of scalable improvements.
- Lead the evaluation, selection, and rollout of close management and automation tools (e.g., FloQast, Power Automate, Power BI), including stakeholder alignment, change management, and training.
- Redesign the month-end close process in partnership with the Accounting leaders, with a focus on reducing cycle time, eliminating manual touchpoints, and improving data quality.
- Partner with finance systems teams on ERP enhancements, workflow integrations, and data infrastructure improvements (NetSuite and Coupa tools).
- Establish and maintain SOPs for all key accounting processes, ensuring institutional knowledge is documented, scalable, and audit-ready.
- Define and track KPIs for close efficiency and team productivity; present progress and recommendations to the Controller and senior leadership.
M&A Accounting & Integration- Serve as the finance lead on M&A transactions from pre-close through full integration - including due diligence support, purchase price allocation, opening balance sheet review, and post-acquisition accounting.
- Coordinate with legal, FP&A, tax, and external advisors to ensure timely and accurate accounting treatment of acquisition-related items including goodwill, intangibles, and deferred revenue adjustments.
- Lead the harmonization of accounting policies, charts of accounts, and systems across acquired entities.
- Build and maintain a repeatable M&A integration playbook, incorporating lessons learned from each transaction to accelerate future integrations.
- Monitor post-acquisition financial performance and flag accounting or reporting issues early to the Controller.
Skills, Knowledge and ExpertiseEssential Skills & Experience- CPA required.
- 7-10 years of progressive accounting experience, with demonstrated leadership on process improvement, systems implementation, or M&A integration initiatives.
- A strong blend of public accounting and industry experience in a high-growth environment.
- Hands-on M&A accounting experience: purchase price allocation, and post-acquisition integration.
- Strong working knowledge of ASC 606 revenue recognition, with experience applying it to SaaS or multi-element arrangements.
- Proven ability to lead cross-functional projects from scoping through implementation, with strong project management skills.
Desirable Skills & Experience- Experience in a technology company.
- Experience leading or contributing to a close management tool rollout (FloQast, BlackLine, or similar).
- Exposure to international entity structures and multi-currency consolidations.
- Familiarity with SOX or SOX-adjacent internal controls frameworks.
- Excellent communicator - able to translate complex accounting topics for non-finance audiences and executive stakeholders.
- Highly organized, proactive, and comfortable operating in ambiguity with competing priorities.
BenefitsWhat We Bring to the Table:Competitive Benefits & Perks We offer a comprehensive benefits package designed to support your well-being, growth, and work-life balance.
