Our Operational Finance Transformation team serves as a trusted advisor and thought partner to CFOs, CAOs, and other executive clients. We leverage Deloitte’s comprehensive capabilities, assets, and insights to deliver innovative, market-driven solutions. Our mission is to help clients modernize their end-to-end Finance functions, including Invoice to Pay, Invoice to Cash, and Record to Report. We help organizations enhance financial and operational performance, manage financial and audit risks, drive organizational change, and position Finance as a strategic business partner.
Finance GBS and Global Capability Center (GCC) organizations are increasingly becoming the enterprise’s nerve center for AI-enabled decision-making, resilience, and growth. We help clients make that shift by modernizing Finance operations through ERP enablement, intelligent automation, generative AI, predictive analytics, and agentic AI.
We are seeking an experienced Manager to lead client engagements that modernize Finance operations through process transformation, operating model design, technology enablement, and change management. This role offers the opportunity to work with CFO and CAO stakeholders, lead global teams, and deliver measurable improvements across the Finance value chain—including the design of effective human–AI operating models.
Work You’ll Do
As an Operational Finance Transformation Manager, you will lead complex engagements for global organizations. You will assess Finance operations, design future-state processes and operating models, and implement business and technology solutions that improve efficiency, reduce costs, strengthen controls, enhance service delivery, and unlock enterprise value.
Finance Transformation and Operating Model Design
- Lead transformation initiatives across Invoice to Pay, Invoice to Cash, and Record to Report.
- Assess current-state processes, identify improvement opportunities, and design future-state processes, operating models, and service delivery strategies.
- Develop transformation roadmaps, business cases, economic models, and value-realization plans.
- Design governance frameworks, policies, controls, performance measures, and continuous improvement approaches.
- Design hybrid human–AI operating models that define where work is best performed by people, automation, or AI agents.
- Establish appropriate roles, decision rights, human oversight, exception handling, escalation paths, and performance measures for AI-enabled workflows.
- Help clients move from point-solution pilots toward embedded, scalable, and orchestrated Finance capabilities.
Technology and Process Enablement
- Translate Finance business requirements into ERP-enabled, workflow, automation, analytics, and AI solutions.
- Evaluate and apply technologies such as generative AI, agentic AI, predictive analytics, RPA, HighRadius, BlackLine, Basware, ServiceNow, and Salesforce.
- Advise clients on AI and automation roadmaps aligned with Finance strategy, operating model priorities, value objectives, and risk considerations.
- Partner with technology teams to support solution design, implementation, testing, adoption, and process optimization.
- Support the development of governance and control considerations for the responsible use of generative AI and agentic AI in Finance operations.
- Design customer-focused Finance operating models using workflow technology, intelligent automation, omnichannel solutions, and persona-based experiences.
Change, Client, Team, and Practice Leadership
- Build trusted relationships with CFOs, CAOs, Finance leaders, and other client stakeholders.
- Lead workshops and develop executive-ready storyboards, presentations, recommendations, implementation plans, and business cases.
- Lead change management and workforce adoption activities, including communications, training, reskilling, stakeholder engagement, and transitions to AI-enabled ways of working.
- Lead project teams and oversee the quality, consistency, and impact of engagement deliverables.
- Mentor and develop team members while contributing to proposals, RFPs, pursuits, and the growth of Deloitte’s Operational Finance offerings.
- Collaborate with Deloitte’s US India practice, adjacent practices, and member firms to deliver global client solutions.
- Contribute to Deloitte’s evolving point of view on AI-enabled Finance operations and human–AI service delivery models.
The Team
As Finance cycles converge, our GBS Operational Finance Transformation team advises, implements, and operates best-in-class solutions that accelerate insight and transform Finance organizations from functional service providers into dynamic, strategic capabilities.
We deliver resilient, agile, and cost-effective outcomes that advance the CFO, CAO, and other executive stakeholders’ agendas. Our solutions support ERP-enabled and AI-enabled transformation through the functional design, implementation, and governance of Finance processes, controls, policies, operating models, and human–AI workflows.
Qualifications
Required
- Bachelor’s degree from an accredited university.
- 8+ years of relevant experience in consulting, professional services, or an industry advisory or strategy function.
- 3+ years of direct people management experience, including leadership of complex projects or teams.
- Experience transforming Finance operations, specifically Invoice to Pay, Invoice to Cash, and/or Record to Report, within a GBS, shared services, outsourcing, or offshoring environment.
- Experience designing, implementing, or optimizing service delivery models.
- Experience developing financial models and business cases using Microsoft Excel.
- Experience advising on or deploying AI, predictive analytics, intelligent automation, or RPA within Finance operations.
- Exposure to agentic AI, generative AI, human–AI workflow design, or AI governance within Finance operations.
- Experience with ERP-enabled Finance operations and platforms such as HighRadius, BlackLine, or Basware.
- Experience with data visualization tools such as Tableau or Power BI and workflow platforms such as ServiceNow or Salesforce.
- Experience creating executive-level storyboards, presentations, recommendations, and implementation plans.
- Strong critical thinking, analytical, problem-solving, communication, and leadership skills.
- Ability to work effectively in a fast-paced, dynamic, and ambiguous environment while managing multiple priorities.
- Ability to work independently, influence others, and lead diverse, multidisciplinary teams.
- Excellent executive presence and interpersonal skills.
- Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.
- Ability to travel 50%, on average, based on the work you do and the clients and industries/sectors you serve.
Preferred
- Experience with Lean or Six Sigma process improvement methodologies.
- Certification in change management methodologies such as Prosci or ADKAR.
- Experience with business process technology vendor selection.
- Experience translating technology functionality into process improvement recommendations.
- Experience developing proposals and responding to RFPs.
- Experience with agentic AI platforms, orchestration tools, or AI governance and responsible AI frameworks.
- Experience contributing to Finance Operations AI-maturity assessments, roadmaps, or adoption strategies.
- MBA or other advanced degree.
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $141,200 - $278,300.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.