Manager, Finance Transformation

Job Description – add details here

This role will provide dedicated program and execution support, leading day-to-day delivery across EPM (Enterprise Performance Management) initiatives. This role will function as a critical extension of leadership—driving requirements management, stakeholder coordination, and executive-level storytelling to ensure timely, high-quality delivery across multiple workstreams.

Responsibilities

Requirements & Deliverables Management -
Lead end-to-end tracking of business requirements across all process areas (e.g., revenue, labor, allocations, SG&A)
Coordinate iterative review cycles, incorporating SME and stakeholder feedback into finalized requirements.
Manage director-level signoff processes, including tracking status, preparing materials, and ensuring timely approvals.
Maintain centralized trackers (e.g., Smartsheet, Excel scorecards) to ensure visibility to status, risks, and dependencies.

Executive Storytelling & Deck Development -
Lead development of executive-ready presentations (SteerCo, OpCo, Director forums) that clearly communicate program status, risks, decisions, and outcomes.
Translate complex financial, technical, and process topics into clear, concise, and compelling narratives for senior leadership.
Build and maintain standardized slide templates, visuals, and storytelling frameworks (e.g., problem > approach > impact > ask)
Ensure alignment between underlying data/trackers and executive messaging to maintain accuracy and credibility.
Partner directly with leadership to refine messaging, anticipate questions, and prepare talking points for key meetings.

Program Execution & Coordination -
Support execution of Finance Transformation initiatives aligned to EPM implementation, including requirements gathering, design validation, and testing cycles.
Coordinate across cross-functional teams (Finance, Operations, Technology, Consulting partners) to ensure alignment on priorities, timelines, and deliverables.
Prepare and manage day-to-day workplans, tracking progress, and identifying risks/issues for escalation.

Stakeholder Management & Communication -
Serve as a liaison across stakeholders (Directors, SMEs, project leads) to drive decision-making and maintain momentum.
Draft and send stakeholder communications including:
Requirement review requests
Signoff reminders
Follow-ups and escalations
Support preparation of executive and operating committee materials, including summaries, trackers, and talking points.

Issue Resolution & Escalation Management -
Proactively identify bottlenecks, overdue items, and stakeholder gaps (e.g., unanswered requirements, delayed signoffs)
Drive structured escalation processes, including preparing summaries and recommendations for leadership review.
Partner with leadership to resolve conflicts, clarify ownership, and unlock progress.

Meeting & Content Preparation -
Prepare content and coordination for key meetings (e.g., OpCo prep, decision workshops, stakeholder working sessions)
Develop and maintain presentation materials, trackers, and decision-support documentation (e.g., drivers/metrics, process outputs)
Ensure clear documentation of decisions, next steps, and actions.

Data, Process & Quality Rigor -
Ensure consistency, completeness, and quality of requirements and outputs (eliminating duplication, resolving gaps, and aligning formats)
Support alignment of requirements to data structures, reporting needs, and finance processes.
Drive disciplined documentation practices to support auditability and traceability.

Basic Qualifications
5–8+ years of experience in Finance Transformation, FP&A, consulting, or program management
Demonstrated experience building executive-level presentations (SteerCo, OpCo, Board-level or equivalent)
Strong program coordination and requirements management experience
Advanced Excel, PowerPoint, and Smartsheet skills
Proven ability to synthesize complex information into clear, structured, executive-ready communications

Education

BA/BS

Skills and Requirements – add details here

Basic Qualifications
5–8+ years of experience in Finance Transformation, FP&A, consulting, or program management
Demonstrated experience building executive-level presentations (SteerCo, OpCo, Board-level or equivalent)
Strong program coordination and requirements management experience
Advanced Excel, PowerPoint, and Smartsheet skills
Proven ability to synthesize complex information into clear, structured, executive-ready communications