Systems and Process Transformation Consultant
Systems and Process Transformation Consultant
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Job Title: Process & Systems Transformation Manager
Location: Hybrid – 2x/week onsite in the Bay Area, CA
Type: Contract (Approx. 6 months)
About the Role:
We're seeking an experienced and hands-on Process & Systems Transformation Manager to lead cross-functional finance transformation initiatives, focusing on Order to Cash (O2C), Procure to Pay (P2P), and Record to Report (R2R) workstreams. This role is critical in streamlining operations and scaling our finance systems and processes for growth.
The ideal candidate has successfully led end-to-end systems implementations and business process redesigns in high-growth environments and is fluent in tools such as NetSuite, Coupa, Concur, and Bill.com.
This is a 6-month contract role with an expected hybrid schedule of 2 days per week onsite in the Bay Area, CA.
Key Responsibilities:
- Lead and manage transformation projects across O2C, P2P, and R2R functions, ensuring process alignment and system integration
- Partner with Accounting, Finance, Procurement, and IT teams to document current-state processes and design scalable future-state workflows
- Own systems implementation and optimization efforts (NetSuite, Coupa, Concur, Bill.com), including requirements gathering, testing, deployment, and user training
- Identify automation opportunities and implement controls to improve efficiency, compliance, and audit readiness
- Develop documentation for SOPs, workflows, and internal control narratives
- Support change management initiatives and provide guidance to end-users during transition periods
- Collaborate with third-party vendors and consultants, ensuring projects are delivered on time and within budget
Qualifications:
- Bachelor's degree in Accounting, Finance, Business, or related field; CPA or MBA a plus
- Proven experience driving process and system transformation projects across O2C, P2P, and R2R
- Hands-on experience with NetSuite, Coupa, Concur, and Bill.com is required
- Demonstrated success in prior systems implementations—from blueprint to go-live
- Ability to work cross-functionally and communicate clearly with technical and non-technical stakeholders
- Strong project management skills with attention to detail and a proactive approach
- Comfortable operating in a fast-paced, evolving environment
Seniority level
Seniority level
Mid-Senior level
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