Financial Systems Readiness & Adoption Lead

Expleo • Milwaukee, WI

4d • Hybrid

About The Position

Trissential is partnering with a mission-driven, highly regulated organization that is undergoing a major financial operations transformation. As the Financial Systems Readiness & Adoption Lead, you will play a pivotal role in ensuring new systems, partners, and processes are not only implemented, but fully understood, embraced, and sustained. This is a role for someone who thrives in complexity, listens deeply, and brings clarity, structure, and confidence to teams navigating significant change. The role offers meaningful impact, change leadership, strategic visibility, a balanced hybrid model, and autonomy.

Requirements

• 8+ years of experience in organizational change management, systems transition, or operational transformation
• Strong background working with financial systems and finance‑adjacent operations
• Proven ability to operate effectively in ambiguous, fast‑moving environments
• High emotional intelligence with the ability to navigate diverse personalities and communication styles
• Exceptional listening, synthesis, and facilitation skills
• Experience working with external vendors, implementation partners, and cross‑functional teams
• Ability to balance strategic thinking with hands‑on execution
• Bachelor’s degree in Finance, Accounting, Business, Information Systems, or a related field
• Authorized to work in the United States

Nice To Haves

• Experience with Sage Intacct implementations or financial system replacements
• Exposure to grants management systems
• Background in highly regulated or audit‑heavy environments
• Experience supporting leadership transitions within finance organizations
• Change management or project management certifications (Prosci, PMP, etc.)

Responsibilities

• Serve as the connective bridge across internal teams, external vendors, and system implementation partners
• Lead readiness and adoption efforts for the transition to Sage Intacct, replacing MIP Fund Accounting
• Support the transition of fiscal operations to an external end‑to‑end (E2E) partner
• Translate complex financial, system, and operational discussions into clear, actionable insights
• Identify organizational readiness gaps and drive targeted actions to address them
• Establish practical mechanisms to track progress, risks, decisions, and dependencies
• Capture and document critical processes, institutional knowledge, and transition decisions
• Proactively surface and mitigate risks related to compliance, audits, reporting, and key deadlines
• Support consistent, transparent communication across stakeholders during periods of change

Benefits

• Medical, dental, vision, free tele‑health, HSA with company contribution, life and disability insurance, and 401k with matching
• Paid Time Off
• Competitive Compensation

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Number of Employees: 5,001-10,000 employees