Manager, Financial Transformation

Horizon 5 LLC•, CT

10d•$120,000 - $175,000

About The Position

Horizon Five is a practitioner-led consulting firm helping organizations improve performance through data, analytics, automation, AI, business process redesign, and practical transformation. We are not traditional consultants. Our team brings hands-on operating experience and partners with clients to solve real problems, strengthen controls, improve workflows, and build sustainable capability. Horizon Five is seeking a manager-level practitioner who can be client-facing while staying close to the work. This role is ideal for a senior analyst ready for a manager promotion, or a hands-on manager with SOX, audit, controls, finance transformation, ERP, analytics, and automation experience. The right candidate can lead projects across 2-3 clients while directly building workflows, documenting processes, improving controls, and helping implement sustainable automation and reporting solutions. This person should be comfortable designing controls around both manual and automated processes, including workflows, dashboards, data pipelines, analytics outputs, and automated finance/accounting activities built in tools such as Alteryx, Sigma, Power BI, Tableau, SQL, Workato, Excel/Power Query, ERP reporting tools, and similar platforms.

Requirements

8+ years of experience in SOX, internal audit, external audit, internal controls, finance transformation, accounting transformation, ERP implementation, risk advisory, automation governance, reporting controls, or process improvement.
Strong understanding of SOX requirements, control design, control testing, audit evidence, risk assessments, remediation plans, control documentation, and audit readiness.
Experience designing or evaluating controls over automated processes, including IT application controls, IT-dependent controls, automated workflow controls, reporting controls, data validation checks, reconciliation controls, and exception-based monitoring.
Experience with finance/accounting processes such as record-to-report, order-to-cash, procure-to-pay, revenue accounting, close/consolidation, account reconciliations, FP&A, operational reporting, or management reporting.
Working knowledge of ERP platforms and transformation environments such as SAP S/4HANA, Oracle, NetSuite, Workday, Microsoft Dynamics, or similar systems.
Working knowledge of analytics, automation, reporting, and workflow tools such as Alteryx, Sigma, Power BI, Tableau, SQL, Workato, Fivetran, Smartsheet, Excel/Power Query, ERP reporting tools, or similar platforms.
Ability to review automation and reporting logic at a practical level, including inputs, transformations, joins, calculations, outputs, approvals, dependencies, and audit evidence.
Ability to work directly with clients, facilitate working sessions, ask good questions, document the answer, and turn ambiguity into executable next steps.
Strong written communication skills, including process documentation, control narratives, testing support, status updates, project plans, remediation plans, and executive-ready summaries.

Nice To Haves

CPA, CIA, CISA, public accounting, Big Four, advisory, controllership, internal audit, SOX, or corporate transformation experience preferred.

Responsibilities

Lead and execute SOX controls improvement, internal controls, and audit-readiness projects for finance, accounting, internal audit, and operations clients.
Assess current-state processes, identify control gaps, map risk points, and document future-state workflows that improve accuracy, efficiency, accountability, and compliance.
Design, enhance, and document controls over both manual and automated processes, including IT-dependent controls, IT application controls, automated workflow controls, reporting controls, data validation controls, approval workflows, exception handling, evidence capture, audit trails, and segregation of duties.
Help clients implement practical controls around analytics, automation, and reporting tools such as Alteryx, Sigma, Power BI, Tableau, SQL, Workato, Excel/Power Query, Fivetran, ERP reporting tools, and similar platforms.
Evaluate automated processes to determine where controls should be embedded, including input controls, data completeness and accuracy checks, transformation logic reviews, reconciliation controls, output validations, access controls, change management, monitoring, and exception reporting.
Partner with Finance, Accounting, IT, Internal Audit, SOX, process owners, auditors, and technical resources to translate control requirements into practical workflow, ERP, analytics, and automation solutions.
Support the design and implementation of controls over automated journal entries, reconciliations, close activities, reporting packages, data extracts, dashboards, financial models, workflow approvals, and other recurring finance and accounting processes.
Build and improve workflows, process maps, risk and control matrices, control narratives, testing documentation, dashboard requirements, automation requirements, data validation logic, evidence templates, and user-ready outputs directly, not just oversee the work.
Support ERP transformation and system implementation efforts by helping clients redesign roles, processes, controls, reporting, governance, and operating rhythms for scalable operations.
Use data, automation, analytics, and AI-enabled tools to reduce manual effort, improve control execution, streamline close and reporting cycles, and help clients move from reactive work to sustainable, controlled operating models.
Develop practical governance models for automated processes, including intake, risk tiering, ownership, development standards, testing expectations, production migration, change management, access reviews, monitoring, and periodic control review.
Manage project plans, client communication, issue tracking, status updates, quality reviews, and delivery timelines across multiple active workstreams.
Coach analysts and technical team members while staying hands-on enough to step in when projects need direct execution, documentation, analysis, or problem-solving.