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Senior Manager, Finance Transformation
Trading TechnologiesSenior Manager leading Finance Transformation initiatives at Trading Technologies. Focused on process improvement and M&A integration in a high-growth environment.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in finance transformation, M&A integration, and process improvement, with a strong focus on accounting efficiency and compliance. Proficient in leading cross-functional projects and implementing automation tools to enhance financial operations.
Highest-signal resume keywords
CPAM&A Accounting ExperienceProcess Improvement LeadershipProject Management SkillsASC 606 Revenue Recognition
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
AccountingFinancial AnalysisData Quality ImprovementKPI TrackingClose ManagementAutomation ImplementationERP EnhancementsWorkflow IntegrationSOP DevelopmentFinancial Reporting
Soft Skills
LeadershipStakeholder AlignmentChange ManagementCollaborationCommunication
Tools & Technologies
FloQastPower AutomatePower BINetSuiteCoupa
Certifications & Qualifications
CPA
Industry Keywords
M&A IntegrationPublic AccountingHigh-Growth EnvironmentPurchase Price AllocationPost-Acquisition AccountingAudit-Ready ProcessesFinancial Performance MonitoringAccounting Policies HarmonizationMulti-Element ArrangementsDue Diligence Support
Tech Stack
Tools & technologiesERP
About the role
Key responsibilities & impact- Own the finance transformation roadmap — identifying inefficiencies across the accounting function and leading end-to-end implementation of scalable improvements.
- Lead the evaluation, selection, and rollout of close management and automation tools (e.g., FloQast, Power Automate, Power BI), including stakeholder alignment, change management, and training.
- Redesign the month-end close process in partnership with the Accounting leaders, with a focus on reducing cycle time, eliminating manual touchpoints, and improving data quality.
- Partner with finance systems teams on ERP enhancements, workflow integrations, and data infrastructure improvements (NetSuite and Coupa tools).
- Establish and maintain SOPs for all key accounting processes, ensuring institutional knowledge is documented, scalable, and audit-ready.
- Define and track KPIs for close efficiency and team productivity; present progress and recommendations to the Controller and senior leadership.
- Serve as the finance lead on M&A transactions from pre-close through full integration — including due diligence support, purchase price allocation, opening balance sheet review, and post-acquisition accounting.
- Coordinate with legal, FP&A, tax, and external advisors to ensure timely and accurate accounting treatment of acquisition-related items including goodwill, intangibles, and deferred revenue adjustments.
- Lead the harmonization of accounting policies, charts of accounts, and systems across acquired entities.
- Build and maintain a repeatable M&A integration playbook, incorporating lessons learned from each transaction to accelerate future integrations.
- Monitor post-acquisition financial performance and flag accounting or reporting issues early to the Controller.
Requirements
What you’ll need- CPA required.
- 7–10 years of progressive accounting experience, with demonstrated leadership on process improvement, systems implementation, or M&A integration initiatives.
- A strong blend of public accounting and industry experience in a high-growth environment.
- Hands-on M&A accounting experience: purchase price allocation, and post-acquisition integration.
- Strong working knowledge of ASC 606 revenue recognition, with experience applying it to SaaS or multi-element arrangements.
- Proven ability to lead cross-functional projects from scoping through implementation, with strong project management skills.
Benefits
Comp & perks- Competitive Benefits & Perks
- Comprehensive benefits package designed to support well-being, growth, and work-life balance.