Director – CFO Technology Strategy & Transformation | Business Transformation

Embark • Boston, MA

6d • $180,000 - $200,000

About The Position

We are seeking an accomplished and forward-thinking Senior Manager or Director to join our growing Office of the CFO Consulting Practice, leading transformational projects at the intersection of finance, technology, and process automation. This role focuses on guiding CFOs and finance leaders through high-impact initiatives including IT strategy, digital finance transformation, global systems rationalization, and intelligent process automation (IPA). You will help enterprise and mid-market clients modernize finance functions, optimize technology investments, and embed automation into the DNA of how finance operates. Beyond client delivery, this is a leadership position with responsibility for practice development, team building, and driving go-to-market efforts.

Requirements

• Bachelor’s degree in Finance, Accounting, MIS, or related field.
• 10+ years of progressive experience in management consulting (Big 4 or similar) or a transformation role within a finance organization.
• Demonstrated experience leading complex transformation projects across ERP strategy, systems integration, or business process optimization.
• Working knowledge of automation tools and frameworks (e.g., UiPath, Automation Anywhere, Power Automate, Alteryx) and how to apply them within finance functions.
• Strong grasp of core finance and accounting processes and enabling technologies.
• Proven ability to advise and influence executive stakeholders including CFOs, CIOs, and Controllers.

Nice To Haves

• CPA, MBA, or systems certifications (Oracle, SAP, NetSuite, Workday, etc.)
• Direct experience designing and deploying automation at scale within a finance function.
• Familiarity with Agile delivery methodologies, PMO best practices, and digital enablement roadmapping.
• Experience supporting PE-backed or high-growth clients through finance systems maturity and transformation.

Responsibilities

• Serve as the primary engagement lead for complex CFO tech transformation programs, overseeing multi-functional teams across finance, IT, and operations.
• Lead clients through the design and implementation of finance technology strategies, including ERP roadmaps, automation opportunities, and enterprise architecture assessments.
• Manage full lifecycle of global systems rationalization and ERP modernization efforts (e.g., NetSuite, Oracle, Workday, SAP), including pre-implementation planning and post-go-live optimization.
• Translate finance function requirements into scalable systems and automated workflows to enhance efficiency, control, and insight generation.
• Lead discovery and deployment of process automation solutions, including RPA, workflow tools, and AI/ML applications for functions such as close-to-report, procure-to-pay, and quote-to-cash.
• Deliver results that drive measurable improvements in cycle time, accuracy, resource allocation, and stakeholder experience.
• Apply deep subject matter expertise in finance and accounting processes including controllership, FP&A, revenue recognition, financial close, audit readiness, and internal controls.
• Advise clients on finance operating model evolution, data governance, and digital enablement strategies aligned to long-term growth and compliance.
• Leverage understanding of key finance applications (e.g., BlackLine, OneStream, Anaplan, Coupa, Salesforce) to inform system design and automation integration.
• Lead continued buildout of Embark’s offering, defining services around ERP strategy, automation enablement, and digital finance architecture.
• Create IP and delivery frameworks for intelligent automation—including opportunity assessment tools, automation playbooks, and ROI models.
• Stay ahead of market trends in AI, RPA, workflow orchestration, and embedded analytics to ensure our offerings remain cutting-edge and outcome-focused.
• Support proposal development, solution scoping, and client presentations for technology and automation-focused initiatives.
• Develop and maintain strong client relationships to identify new opportunities and support ongoing transformation journeys.
• Leverage your personal and professional network to generate leads and drive new business aligned to our CFO transformation practice.
• Represent the firm in the marketplace through participation in conferences, webinars, and thought leadership initiatives.
• Serve as a people leader and culture carrier, mentoring consultants and managers across career development, delivery excellence, and client relationships.
• Foster a collaborative, inclusive, and feedback-driven team environment that emphasizes innovation, ownership, and continuous improvement.
• Lead internal training sessions on finance transformation, automation strategy, and systems integration to build team capability.

Benefits

• Unlimited PTO
• 100% paid premiums for medical, dental, and vision for you and your family
• Up to 3% 401(k) matching
• Financial advisory services
• Monthly social events
• Charitable matching
• CPE credits
• Coaching
• Learning platforms
• Professional development
• Monthly stipend for holistic development
• Monthly stipend for family gym memberships
• All the technology you’ll need to be successful, the most advanced software, and accessories
• Monthly team outings

What This Job Offers

• Job Type: Full-time
• Career Level: Senior