FiveTran-posted 24 days ago
Full-time • Senior
Hybrid • Oakland, CA
1,001-5,000 employees
Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services

We are seeking a Senior QTC Finance Transformation Manager to lead strategic initiatives that modernize and scale our Quote-to-Cash (QTC) ecosystem for the Finance & Accounting organization. This role focuses on optimizing end-to-end revenue processes-from quoting, contracting, and billing to collections and revenue recognition-while driving system and process transformation that supports scalable growth. You will serve as the liaison between Finance and Business Systems, establish a PMO function within the CFO organization, and lead high-impact strategic projects such as post-merger integration, AI strategy for Finance, and end-to-end management reporting frameworks. This is a highly visible role requiring strong project leadership, deep finance and accounting process knowledge, and the ability to influence across multiple teams in a fast-paced, high-growth environment. This is a full-time, hybrid position based out of our Oakland, CA office. Our hybrid work model offers a blend of remote flexibility and in-person collaboration, including two days in the office each week to connect and build as a team.

  • Lead end-to-end finance transformation initiatives across Quote-to-Cash (QTC), aligning process improvements with business strategy and scalability needs.
  • Define, design, and implement target-state processes that drive automation, compliance, and efficiency across the Finance and Accounting functions.
  • Partner with leadership to shape the finance transformation roadmap, ensuring readiness for growth, scale, and potential IPO.
  • Serve as the primary interface between Finance/Accounting stakeholders and the Business Systems/IT team.
  • Translate finance requirements into technical specifications, ensuring alignment across ERP, CRM, CPQ, billing, and reporting platforms.
  • Prioritize projects in partnership with Finance leadership and Business Systems to ensure high-impact delivery.
  • Establish and run a QTC PMO function, ensuring strong governance, milestone tracking, and benefits realization across transformation programs.
  • Manage multiple concurrent projects, including finance post-merger integration workstreams, ERP/automation implementations, and controls optimization.
  • Build project intake, metrics, and reporting frameworks to monitor progress and measure impact.
  • Drive innovation in Finance by evaluating and implementing new technologies, including AI-enabled tools for forecasting, reconciliation, and reporting.
  • Lead the design of an end-to-end management reporting framework that provides actionable insights for decision-making.
  • Partner with FP&A, Accounting, and other teams to strengthen data analytics capabilities and elevate reporting accuracy and timeliness.
  • Develop and execute change management strategies to promote adoption of new processes and systems.
  • Lead UAT, training, and launch communications, ensuring smooth transition and user buy-in.
  • Act as a trusted advisor to Finance leadership by surfacing risks, dependencies, and tradeoffs early.
  • 8+ years of progressive Finance, Accounting, or Consulting experience, with deep exposure to QTC transformation.
  • Demonstrated success leading cross-functional projects that span Finance, IT, and Operations.
  • Strong knowledge of QTC processes (CPQ, billing, collections, revenue recognition) and related systems (ERP, CRM, CPQ, billing platforms).
  • Proven experience managing complex projects, building PMO structures, and delivering results in fast-paced environments.
  • Excellent stakeholder management, communication, and influencing skills with senior leadership.
  • Analytical mindset with ability to translate ambiguity into structured plans.
  • CPA, MBA, or PMP certification.
  • Hands-on experience with ERP, CPQ, or revenue automation tools.
  • Prior experience in a high-growth, SaaS, or pre-IPO environment.
  • Exposure to AI-enabled finance tools and advanced analytics.
  • Knowledge of US GAAP (ASC 606), SOX compliance, and effective control frameworks.
  • 100% employer-paid medical insurance
  • Generous paid time-off policy (PTO), plus paid sick time, inclusive parental leave policy, holidays, and volunteer days off
  • RSU stock grants
  • Professional development and training opportunities
  • Company virtual happy hours, free food, and fun team-building activities
  • Monthly cell phone stipend
  • Access to an innovative mental health support platform that offers personalized care and resources in areas such as: therapy, coaching, and self-guided mindfulness exercises for all covered employees and their covered dependents.
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