Senior Manager, Finance Transformation

Summary

Join MeridianLink as a Sr. Manager, Finance Transformation and lead large-scale finance transformation programs. You will partner with senior executives to design and implement initiatives addressing financial and industry challenges. Responsibilities include managing cross-functional programs, developing change management strategies, and leveraging data-driven insights for process optimization. The role requires a Bachelor's degree, 6+ years of experience in finance transformation, and proven experience leading complex programs. MeridianLink offers a supportive culture with opportunities for professional growth and a focus on work-life balance. Competitive salary and benefits are included.

Requirements

• Establish annual objectives and execution of tactics to meet MeridianLink objectives
• Provide guidance and direction to subordinates within the parameters of MeridianLink policies
• Demonstrate verbal and written communication skills with the ability to present complex ideas and influence stakeholders at all levels of the organization
• Interpret financials within the scope of MeridianLink's impact and longevity
• Execute financials, business planning, organizational priorities, and workforce
• Possess a Bachelor’s degree and 6+ years of experience
• Have experience in finance transformation, management consulting, or a related role in a B2B SaaS or technology-driven organization. Demonstrate proven experience leading complex, cross-functional finance transformation programs with measurable impact on business performance
• Have experience with financial systems implementation and optimizing financial processes such as order-to-cash (OTC), procure-to-pay (P2P), and financial reporting within SaaS environments
• Lead large-scale finance transformation initiatives with cross-functional teams
• Collaborate with finance and accounting executives
• Have experience with process improvement methodologies such as Lean, Six Sigma, or similar approaches
• Identify operational inefficiencies and implement scalable solutions
• Develop and lead change management strategies, ensuring successful adoption of initiatives, and minimizing disruption
• Have experience in data-driven decision-making and developing insights from business metrics
• Demonstrate proficiency in leveraging data for process optimization and finance transformation

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