Senior Manager, Finance Transformation

Summary

Join MeridianLink as a Senior Manager, Finance Transformation and take ownership of complex finance and business transformation programs. Partner with senior executives to design and implement initiatives addressing critical financial challenges. Develop transformation plans, oversee program execution, and ensure measurable value delivery. Collaborate with executive leadership to prioritize initiatives and ensure business alignment. Lead cross-functional project teams and drive continuous improvement initiatives. Utilize advanced analytics to track progress and measure success. This role requires a Bachelor's degree and 6+ years of relevant experience in finance transformation.

Requirements

• Bachelor’s degree and 6+ years of relevant experience
• Experience in finance transformation, management consulting, or a related role in a B2B SaaS or technology-driven organization. Proven experience leading complex, cross-functional finance transformation programs with measurable impact on business performance
• Proven ability to manage large-scale, multi-phase finance transformation projects, including planning, resourcing, risk management, and ensuring on-time, on-budget delivery of initiatives
• Experience with financial systems implementation and optimizing financial processes such as order-to-cash (O2C), record-to-report (R2R), procure-to-pay (P2P), and financial reporting within B2B SaaS environments
• Verbal and written communication skills with the ability to present complex ideas and influence stakeholders at all levels of the organization
• Ability to lead large-scale finance transformation initiatives with cross-functional teams
• Experience with process improvement methodologies such as Lean, Six Sigma, or similar approaches
• Ability to identify operational inefficiencies and implement scalable solutions
• Experience developing and leading change management strategies, ensuring successful adoption of initiatives, and minimizing disruption

Responsibilities

• Own and manage large-scale, cross-functional finance transformation programs, ensuring alignment with the company’s strategic objectives, and drive initiatives focused on financial process optimization, operational scalability, and efficiency
• Collaborate with executive leadership, particularly the CFO and finance teams to prioritize initiatives and ensure alignment across the business. Act as a key advisor to executives on operational improvements and strategic execution
• Develop plans, roadmaps, and timelines for initiatives while identifying and mitigating risks while maintaining a focus on program objectives and deliverables
• Drive continuous improvement initiatives aimed at streamlining financial processes, optimizing financial workflows, and reducing inefficiencies across the finance and accounting functions through leveraging industry best practices and data-driven insights to implement sustainable changes
• Develop and lead change management strategies to ensure successful adoption of transformation efforts across the business through implementing effective communication, training, and stakeholder engagement plans to foster buy-in and reduce resistance to change
• Lead cross-functional project teams and foster collaboration across finance, accounting, IT, operations, and other departments to ensure initiatives are executed cohesively
• Use advanced analytics and key performance metrics to track progress, measure success, refine initiatives, and ensure programs drive measurable business outcomes, including revenue growth, cost savings, and operational efficiency

Benefits

• Stock options or other equity-based awards
• Insurance coverage (medical, dental, vision, life, and disability)
• Flexible paid time off
• Paid holidays
• 401(k) plan with company match
• Remote work