Outsourced Accounting Solutions Technology Transformation Manager

Essential Functions and Primary Duties

Finance and Accounting Tech Stack Implementation and Optimization:

• Meet with CAS teams to collect data and other information required to determine potential inefficiencies in accounting processes
• Assess the current state tech stack design for a client or industry and make recommendations to optimize accounting processes

Finance and Accounting Tech Stack Administration and Support:

• Provide support and administration of cloud-based accounting solutions - including but not limited to new account setups, user administration, and troubleshooting technical issues
• Identify common support questions and create help documentation to address recurring issues
• Participate in providing annual CAS technology training to the CAS practice
• Create training and other documentation
• Be involved in testing solutions

Project Management:

• Create project plans, detailing the tasks that need to be completed for a successful data migration and technology implementation
• Identify potential roadblocks or challenges; manage out of scope requests
• Track and report on key implementation progress metrics
• Identify and document standard processes and procedures
• Create and track project budget, resources and timeline; ensure project is on time and within budget

Stakeholder Management:

• Build meaningful relationships with client-facing accounting teams
• Manage stakeholder expectations and maintain open lines of communication throughout the project management process

Preferred Qualifications

• Minimum of 5 years of experience in full-cycle accounting with a strong understanding of accounting principles, including close management.
• Experience using, implementing or supporting accounting software solutions related to close management and /or accounting workflow solutions, such as FloQast, Blackline, Vena, Planful, Adra or Keeper, as well as other general accounting software.
• Proficiency in established back-office accounting technology and the ability to troubleshoot and navigate applications fluently
• Project management experience and proficiency in relevant project management tools
• Hands-on experience with high-volume accounting solution implementations and third-party app integrations
• Strong analytical skills and the ability to analyze data
• Ability to provide alternative solutions to identified gaps, and create business and technical requirements documentation
• Expertise delivering projects using a 'best-practice' project delivery approach
• Expertise defining and managing project scope, project plans, milestones, dependencies, communication plans, project risks, issues, dependencies, and deliverables.
• Experience conducting test case evaluations and static testing
• Ability to multi-task, manage multiple projects at once, and adapt to changing / competing priorities
• Ability to manage and administer several cloud-based applications simultaneously
• Experience creating training documentation and rolling out new processes
• Outside the box thinking, utilizing best practices, leading projects with creativity, flexibility, and a sense of urgency
• Professional level of written and verbal communication, and interpersonal skills to effectively interact and present to C-Level, clients and internal teams on an ongoing and timely basis
• Willingness to stay updated with evolving technologies and industry trends
• Project Management Professional (PMP) Certification
• Public accounting firm experience
• Certifications in general ledger, AP, AR, payroll or FP&A solutions
• Experience tracking and managing project budgets

Minimum Qualifications Required

• Bachelor's degree
• 6 years of experience in public accounting or related field
• 3 years supervisory experience
• Ability to manage all aspects of client engagements
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Must be able to travel based on client and business needs
• Proficient use of applicable technology

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