Manager - Financial Transformation & New Client Onboarding – CAS

The Financial Transformation and Client Integration Manager leads two key areas: driving digital transformation initiatives to optimize financial processes and managing the seamless integration of new clients into our outsourced financial management services platform.

Key Responsibilities

Financial Transformation Leadership

• Evaluate existing client financial processes and systems to identify opportunities for automation, efficiency improvements, and digital transformation
• Design and implement innovative solutions leveraging the RKL Virtual tech stack, including cloud-based financial management solutions, smart AP/AR solutions, data integration tools and other cloud-based technology
• Develop standardized procedures and best practices for financial management operations that can be scaled across multiple clients
• Lead process reengineering initiatives to streamline workflows and reduce manual interventions
• Monitor and report on transformation initiatives' effectiveness and ROI

New Client Integration

• Manage multiple end-to-end client integration projects simultaneously, from initial engagement through transition to ongoing services
• Conduct thorough assessment of new clients' existing financial processes, systems, and documentation
• Create detailed project plans for client integrations, including timeline, resource allocation, and risk mitigation strategies
• Coordinate with internal teams to ensure proper setup of client accounts, systems access, and workflow configurations
• Develop and maintain client-specific procedures and documentation
• Facilitate cross-departmental communication to ensure all internal teams understand the client's operational requirements.
• Provide leadership and guidance to the internal integration team, ensuring adherence to the integration schedule.
• Provide training to both client and internal team members on new processes and systems

Team Leadership and Stakeholder Management

• Lead and mentor team members involved in transformation and onboarding projects
• Maintain strong relationships with clients throughout the transformation and onboarding process
• Collaborate with Practice Leaders to align transformation initiatives with strategic objectives
• Regular reporting to senior management on project status, challenges, and achievements

Qualifications

• Bachelor's degree in Accounting, Finance, or related field
• 7+ years of experience in accounting or financial operations, with at least 3 years in process improvement or transformation roles
• Strong understanding of accounting principles and financial processes
• Proven experience in implementing digital transformation initiatives
• Expert level proficiency in accounting software platforms (QBO, Sage Intacct, Xero, etc.)
• Strong understanding of financial automation tools and RPA platforms
• Experience with workflow management and documentation systems
• Knowledge of API integrations and system connectivity
• Excellent project management skills with demonstrated success in managing complex transitions
• Strong analytical and problem-solving abilities

Personal Attributes

• Strong leadership and teambuilding capabilities
• Excellent communication and presentation skills
• Detail-oriented with strong organizational abilities
• Adaptable and innovative thinking
• Client-focused mindset with strong service orientation
• Ability to manage multiple projects and deadlines effectively

Salary Range:

$90,000 - $100,000