Senior Finance Transformation & Automation Lead

Rose Financial Solutions LLC•North Bethesda, MD

About The Position

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.

Benefits

Competitive Compensation: Competitive base compensation with performance‑based incentives for professionals who create impact and drive results.
Meaningful Work: Solve complex, high‑value finance challenges that directly impact leadership decision‑making.
Growth & Autonomy: Significant opportunity for professional growth, leadership, and ownership in a fast‑scaling organization.
World‑Class Team: Work alongside experienced finance, accounting, and technology professionals who value excellence and collaboration.
Comprehensive Benefits: Health insurance subsidies up to 80%, Work + Life Fit flexibility, 401(k) with company match, and education reimbursement.

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