Senior Finance Transformation and Automation Lead

Rose Financial Solutions•North Bethesda, MD

About The Position

This is a general interest opening for a potential future hiring opportunity. ROSE is a Finance as a Service (FaaS) leader supporting organizations by harmonizing People, Process, Technology, Organization, and Data to deliver financial clarity and eliminate complexity. Through Easby®, our system of engagement built on enterprise-grade, hyper-automation technology, we manage finance, accounting, and tax activities, transform data into decision-ready insights, and empower leadership teams to perform at their highest level. Our Mission: ROSE is dedicated to automating 85% of finance and accounting activities by 2030 while providing meaningful work and growth opportunities for its employees. Our Vision: To be the leading provider of finance and accounting automation, setting the standard for efficiency and innovation while fostering a culture of professional development and opportunity. We are seeking a Senior Finance Transformation & Automation Lead to help our clients fundamentally rethink how finance works. This role is ideal for a self-directed finance transformation professional who thrives in ambiguity, excels at diagnosing complex financial and operational challenges, and has a passion for automation, integration, and scalable process design. You will work directly with CEOs, COOs, CFOs, and Executive Directors to assess current-state finance and accounting operations, identify gaps, and design and implement future-state solutions that improve speed, accuracy, insight, and control. You will operate as both a trusted advisor and a hands-on problem solver-owning needs analysis while collaborating with a high-caliber team to deliver measurable outcomes.

Requirements

7+ years of experience in finance transformation, financial operations, consulting, or automation-enabled process improvement.
Deep understanding of core finance and accounting processes and how they scale in growing organizations.
Proven experience conducting needs analysis, GAP assessments, and designing future-state operating models.
Hands-on experience with finance systems and automation/integration tools (i.e. BI tools, N8N, Zapier, and similar platforms).
Strong data and systems mindset with the ability to connect process design to data integrity and reporting outcomes.
Exceptional communication skills with demonstrated comfort advising CEOs, CFOs, COOs, and Boards.
Self-starter mentality with the ability to operate independently while collaborating effectively with cross-functional teams.
Experience managing change, influencing stakeholders, and driving adoption of new ways of working.

Responsibilities

Lead Finance Transformation Initiatives: Conduct independent, end-to-end needs assessments across finance and accounting functions (A/P, A/R, GL, close, reporting, budgeting, and forecasting). Facilitate executive-level discovery sessions to understand business strategy, pain points, constraints, and success metrics. Translate business needs into clearly defined current-state and future-state process designs.
Process, Data & Automation Design: Develop detailed GAP analyses that identify inefficiencies, control risks, data issues, and automation opportunities. Design scalable, future-state finance processes that leverage automation, system integration, and best practices. Partner with technical and functional teams to integrate and automate data across ERP, sub-ledgers, payroll, CRM, POS, and reporting platforms.
Execution & Change Management: Create actionable implementation roadmaps with clear priorities, dependencies, timelines, and success measures. Manage stakeholder expectations and guide organizations through change management, adoption, and behavioral shifts. Support configuration, testing, validation, and deployment of new processes and automated workflows.
Client & Executive Partnership: Serve as a trusted advisor to C-suite and executive leadership, clearly communicating insights, recommendations, and trade-offs. Present findings, business cases, and implementation plans in a concise, executive-ready manner. Collaborate closely with ROSE accounting, finance, operations, and technology professionals to deliver cohesive solutions.