Consulting Director

WeaverSacramento, CA
$175,000 - $225,000Hybrid

About The Position

The Finance & Accounting Transformation Director leads complex, multi‑workstream programs that modernize and optimize finance organizations. This role is responsible for defining and executing transformation strategies that improve finance operating models, processes, systems, data, and controls to increase efficiency, strengthen governance, and enhance decision support. The Director oversees end‑to‑end transformation planning and execution (program governance, business case/value tracking, process redesign, technology enablement, and change management) to deliver measurable and sustainable outcomes. The role requires strong executive engagement (CFO/Controller), cross‑functional leadership (Finance, IT, HR, Procurement, Sales Operations), and the ability to deliver outcomes in complex, deadline‑driven environments.

Requirements

  • Bachelor’s degree in Business Administration, Management, Finance, or other relevant field
  • Certified Public Accountant (CPA), Chartered Global Management Accountant (CGMA), Certified Management Accountant (CMA), Project Management Professional (PMP), or equivalent license or credential
  • 15+ years in finance and accounting transformation, controllership, FP&A, or major enterprise transformation initiatives.
  • Experience in industries such as technology, healthcare, energy, financial services, manufacturing, or consumer goods.
  • Demonstrated success leading finance transformation programs, including value case development, KPI definition, and cross‑functional governance.
  • Strong leadership, client‑facing communication, and executive‑level presentation skills.
  • Expertise in finance operating model design, process improvement (RTR/P2P/O2C), internal controls (SOX/ICFR/Yellow Book), and organizational change management.
  • Proficiency with Teams, Excel, PowerPoint, and other project management tools.

Responsibilities

  • Lead end‑to‑end finance and accounting transformation programs, including diagnostic assessment, target‑state design, business case development, detailed planning, execution, and ongoing governance.
  • Maintain strong client relationships, serving as a strategic advisor on finance transformation priorities, risks, and value realization (cost, productivity, controls, and decision support).
  • Ensure all transformation workstreams operate within scope, timeline, and budget, with clear deliverables, dependencies, and quality standards.
  • Oversee development of high‑quality deliverables, executive readouts, transformation roadmaps, operating model documentation, and decision frameworks.
  • Ensure compliance with firm policies, methodologies, and professional standards.
  • Establish transformation governance structures (PMO), including workstream charters, executive steering routines, decision forums, and risk/issue management.
  • Develop and manage integrated program plans, value cases (cost/productivity), communication plans, and key milestones (e.g., design, build, test, deploy, stabilize).
  • Facilitate alignment across Finance (Controllership, FP&A, Treasury, Tax) and enabling functions (IT, HR, Procurement, Sales Ops) to deliver end‑to‑end process and data improvements.
  • Track and report transformation performance, value realization, schedule/risks, and decisions requiring executive resolution; define KPIs for close, working capital, and process cycle times.
  • Drive finance operating model initiatives including shared services/GBS, process standardization, role clarity, and service level definition.
  • Lead finance leaders through current‑state assessments and future‑state design across Record‑to‑Report, Procure‑to‑Pay, Order‑to‑Cash, Financial Planning & Analysis, Grants Management, ERP Optimization and management reporting.
  • Apply change management methodologies to support adoption of new processes, policies, controls, compliance, and enabling technology (ERP/EPM, close automation, workflow, analytics).
  • Identify opportunities for close acceleration, working capital improvement, cost reduction, and control enhancement; develop and execute continuous improvement roadmaps.
  • Identify and pursue finance and accounting transformation opportunities with new and existing clients.
  • Develop proposals, pricing models, statements of work, and transformation playbooks (process, operating model, technology enablement, data, and controls).
  • Represent the firm in presentations, conferences, and industry events to expand market presence.
  • Develop marketing content and thought leadership related to finance transformation, controllership excellence, close modernization, and value creation.
  • Build and lead cross‑functional project teams across multiple clients and industries.
  • Provide coaching, mentorship, and technical expertise to consultants and managers.
  • Foster a collaborative, high‑performance culture within engagement teams.
  • Support recruiting and onboarding for talent aligned to finance transformation services.
  • Identify risks across transformation initiatives and develop mitigation strategies.
  • Ensure adherence to professional, regulatory, and ethical standards.
  • Maintain strict confidentiality regarding client and firm information.

Benefits

  • medical
  • dental
  • vision
  • disability
  • life insurance
  • 401(k) plan
  • flexible scheduled time off (STO)
  • minimum of 56 hours of sick and safe leave
  • 11 holidays
  • 2 scheduled recharge days
  • in-house CPE
  • learning opportunities through our internal Learning & Development department
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