# Senior Finance Transformation Manager

**Company:** [Fivetran](https://hotfix.jobs/companies/fivetran)
**Location:** Oakland, CA
**Role:** Finance & Accounting
**Salary:** $176k – $220k/yr
**Experience:** 8+ years
**Skills:** ERP, CRM, CPQ, Quote-To-Cash, Procure-To-Pay, Record-To-Report, Hire-To-Retire, Pmo, AI Tools, SOX Compliance
**Posted:** 2026-06-05

> Lead finance transformation initiatives across QTC, P2P, R2R, and H2R processes. Establish PMO, drive AI adoption, and serve as liaison between Finance and Business Systems in a hybrid Oakland role.

## Job Description

## Finance Transformation Leadership
- Lead end-to-end finance transformation initiatives across Quote-to-Cash (QTC), Procure to Pay (P2P), Record-to-Report, and Hire-to-Retire (H2R), 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.
- Drive AI led transformation in finance by evaluating and implementing new technologies, including AI-enabled tools for forecasting, reconciliation, and reporting.
- Partner with leadership to shape the finance transformation roadmap, ensuring readiness for growth, scale, and potential IPO.

## Liaison Between Finance & Business Systems
- 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 the Finance leadership and Business Systems team to ensure high-impact delivery.

## Project & PMO Ownership
- Establish and run a CFO 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.

## Special Projects & Strategic Initiatives
- 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.

## Change Management & Communication
- 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.

## Requirements
- 8+ years of progressive Finance, Accounting, or Consulting experience, with significant Finance Transformation and QTC experience.
- Demonstrated success leading cross-functional projects that span Finance, IT, and Operations.
- Strong understanding of core finance processes (QTC, P2P, R2R, H2R) 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.

## Bonus Skills
- 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, SOX compliance, and effective control frameworks.

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