Director, Finance Process Transformation

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Until 10/4/2026 12+ years exp First posted July 31, 2026 Last posted August 5, 2026
Job description

Job Summary

Finance Director to lead strategic initiatives that modernize and scale Finance processes. While the initial focus will be Order-to-Cash end-to-end process transformation, this role carries a broader Finance Transformation mandate, driving optimization across core finance processes and leading high-impact strategic projects such as M&A integration.

This is a highly visible role requiring strong project leadership, deep finance and accounting process knowledge, and the ability to influence cross-functional teams in a fast-paced environment. Depending on scope, the role may include working with the Finance PMO to deliver the critical finance process transformation initiatives, or building a small internal team and/or managing third-party consultants.

 

** This is a hybrid role requiring in office expectations of 3x a week. Only candidates in commutable distance to our San Jose, CA or Raleigh, NC office will be considered. **

Key Responsibilities

  • Lead end-to-end transformation of core Finance processes including Order-to-Cash, and other core Finance processes, by defining future-state processes, controls, operating models, and business requirements that improve scalability, efficiency, compliance, and business outcomes. 
  • Lead Integration Management Office efforts for mergers, acquisitions, and other strategic initiatives, establishing governance, coordinating cross-functional execution, managing risks and dependencies, and driving achievement of transaction objectives.
  • Partner with Finance leadership and the Finance AI COE, Finance PMO, and other stakeholders to define future-state processes, data, technology, and AI capabilities that advance the Finance transformation roadmap. 
  • Partner with Finance process owners and stakeholders to strengthen data analytics and reporting capabilities in support of Finance transformation objectives.
  • Define, manage, and communicate transformation success metrics, ensuring initiatives deliver measurable business outcomes through value realization, process improvement, and sustained adoption.

Skills and Education

  • Deep expertise in Finance and Accounting processes, including experience with Order-to-Cash and related systems (Oracle ERP, CPQ, billing platforms).
  • Demonstrated success leading enterprise-scale finance transformation programs and complex cross-functional initiatives.
  • Experience developing business cases, defining success metrics, and driving value realization.
  • Strong understanding of finance systems, data, analytics, automation, and AI-enabled process improvement.
  • Proven track record managing complex, large-scale projects and delivering results in fast-paced environments.
  • Excellent stakeholder management, communication, and influencing skills with senior leadership; ability to juggle multiple priorities.
  • Analytical mindset with the ability to translate ambiguity into structured plans.
  • Exposure to AI-enabled finance tools and advanced analytics.
  • Knowledge of US GAAP, SOX compliance, and effective control frameworks.
  • Minimum of 12 years of related experience.
  • Minimum of 5 years people management experience
  • CPA certification a plus.

Compensation:
The target salary range for this position is 196,350 - 270,000 USD. The salary offered will be determined by the candidate's location, qualifications, experience, and education and may be outside of this range. Final compensation packages are competitive and in line with industry standards, reflecting a variety of factors, and include a comprehensive benefits package. This may cover Health Insurance, Life Insurance, Retirement or Pension Plans, Paid Time Off, various Leave options, Performance-Based Incentives, employee stock purchase plan, and/or restricted stocks (RSU’s), with all offerings subject to regional variations and governed by local laws, regulations, and company policies. Benefits may vary by country and region, and further details will be provided as part of the recruitment process. 

About this role

Summary

Lead finance process transformation, manage strategic projects, optimize systems, and drive value.

Job title

Director, Finance Process Transformation

Experience level

12+ years

Minimum experience

12+ years exp

Industry

finance

Location requirements

Hybrid role, in-office 3x/week in San Jose or Raleigh, CA or NC.

Salary

$196k–$270k

Management role

Yes

Skills & keywords

Required skills

finance processesproject managementstakeholder managementdata analyticsAI

Preferred skills

CPQOracle ERPGAAPSOXCPA

Specializations

finance processesfinancial transformationorder-to-cashdata analyticsAI
Locations

Structured locations inferred from the posting.

San Jose, CA, USA

Hybrid City

Raleigh, NC, USA

Hybrid City