Finance Transformation Senior Manager

Financial Transformation Leadership

• Lead large-scale finance transformation projects focused on improving processes, systems, controls, and operational effectiveness.
• Act as a finance subject matter expert, providing insights, evaluating alternative solutions, and championing financial requirements in transformation initiatives.
• Evaluate and implement innovative technologies, tools, and solutions, including AI, to enhance operational accuracy, efficiency, and risk management practices.

Project Management

• Convert strategic financial and operational plans into actionable project roadmaps.
• Own the end-to-end delivery of key initiatives by managing timelines, resource allocation, milestones, and outcomes.
• Clearly communicate project goals, updates, resource needs, and outcomes to stakeholders at all levels, including executives.

Process Optimization and Business Partnering

• Collaborate with cross-functional teams to identify and prioritize key improvement opportunities within financial processes and workflows.
• Facilitate sessions for root cause analysis, requirements gathering, process mapping, and documentation of internal controls.
• Design and implement scalable, efficient processes aligned with organizational growth and financial controllership goals.

Change Management and Communication

• Develop and execute a robust change management strategy to promote adoption of new systems and processes.
• Communicate process changes and project milestones effectively, ensuring alignment and buy-in from stakeholders.

Problem Solving and Strategic Planning

• Organize and lead brainstorming workshops and problem-solving sessions to address challenges and identify creative solutions.
• Conduct research, provide detailed analyses of issues, and present solutions/recommendations to leadership for decision-making.

Operational Excellence

• Create, document, and implement operational policies, ensuring consistency with technical and financial standards.
• Support the design of scalable solutions that enhance Finance team performance while ensuring alignment with organizational objectives.

AI Adoption & Innovation

• Partner with the FINSS team to drive AI adoption across Finance, identifying high-value use cases in AR, Billing, and CPQ and translating them into scalable, automated solutions.

M&A Integration

• Lead finance workstream integration activities for mergers and acquisitions, ensuring newly acquired entities are onboarded into Instacart’s financial systems, processes, and controls in a structured and timely manner.
• Coordinate across Accounting, Legal, IT, and FP&A to map integration requirements, identify gaps, and drive resolution; document and harmonize financial processes; and ensure compliance with US GAAP and SOX standards throughout the integration lifecycle.
• Play a critical role in protecting financial integrity and operational continuity as the company grows through acquisition, serving as the primary Finance point of contact for integration planning and execution.

Minimum Qualifications

• Bachelor’s degree in Accounting, Finance or related field
• Minimum of 10 years experience in Finance, Accounting, or related fields, with a strong background in project management and financial transformation work
• At least 5 years of experience managing cross-functional projects and/or system implementations
• Experience implementing and driving adoption of innovative tools or technologies
• Extensive knowledge of US GAAP, SOX compliance, and effective control setups
• Proficient in leveraging financial systems to implement technical policies
• Proven track record as a change leader with strong influence on leadership and project teams
• Capable of managing multiple projects and deadlines effectively
• Excellent written and verbal communication skills, with significant analytical and interpersonal abilities

Preferred Qualifications

• CPA or PMP certification
• Current knowledge of industry best practices and innovations
• Experience in Quote-to-Cash (QTC) transformation with tools like CPQ, HighRadius, or similar
• Working knowledge of Monday.com, Oracle Cloud, FloQast, Workiva, and Jira is a plus
• Prior exposure to high-growth, fast-paced startup environments
• AI Knowledge
• M&A Integration experience.