Wiss · 3 months ago
Director of Finance and Business Transformation
Florham Park, NJ
Full-time
Hybrid
Director/Executive
$250K/yr - $300K/yr
10+ years expWiss is seeking a forward-looking, client-facing leader to join their Advisory team. This role will help small and mid-sized enterprises modernize their finance and operations by integrating advanced technology, data strategy, automation, and AI, while leading a high-performing team to deliver end-to-end services.
Accounting
No H1B
Responsibilities
Build, mentor, and scale a high-performing team of BI, data, and transformation professionals to deliver end-to-end services—including process optimization, system implementation, data strategy, and advanced analytics—that drive operational efficiency and strategic decision-making
Execute a growth strategy for the Business Intelligence & Transformation practice, including revenue targets, scalable offerings, and strategic partnerships
Represent the firm in the marketplace through thought leadership, networking, and client acquisition
Guide clients through digital transformation journeys, including process redesign, automation adoption, and data modernization
Serve as a trusted advisor, balancing immediate tactical fixes with long-term transformation roadmaps
Lead executive discovery sessions with CEOs, CFOs, and business owners to identify finance and operations challenges and transformation opportunities
Facilitate deep-dive workshops with client stakeholders to map current-state finance and operations processes, identify gaps and inefficiencies, and design future-state workflows that enable scalability, automation, and stronger decision-making
Solution Architect and oversee implementation of ERP, and operational systems that unify accounting, FP&A, procurement, inventory, and reporting functions
Leverage AI and automation to streamline repetitive finance and supply chain workflows, enhance forecasting, and improve decision-making
Develop advanced FP&A and forecasting models and KPI dashboards that support strategic decision-making and performance tracking (driver-based planning, scenario analysis, working capital optimization)
Integrate ERP, data warehouses, and BI tools for real-time visibility into cash flow, margins, supply chain performance, and KPI's
Translate complex technical solutions into actionable business strategies for executive
Collaborate with internal and external teams to deliver projects from design through
Continuously monitor technology trends introducing innovations that create client advantage
Qualification
Required
Bachelor's degree in Computer Science, finance, accounting or related field
10+ years of experience in technology advisory, finance transformation, or solution architecture
Prior experience in an accounting, advisory, or consulting firm
Strong client-facing consulting experience, ideally with small/mid-market companies across multiple industries
Proven expertise in ERP platforms (NetSuite, Sage Intacct, Acumatica, Rillet, Deltek, Yardi) and relevant integrations
Proven expertise in FP&A platforms (Anaplan, Adaptive Insights, etc.) and integrations
Familiarity with automation platforms, AI tools, and modern data/BI ecosystems
Deep understanding of finance processes (P2P, O2C, R2R, FP&A) and operational areas like procurement and inventory
Exceptional executive communication, facilitation, and problem-solving skills
Ability to lead cross-functional teams across finance, operations, and technology
Demonstrated use of AI and automation tools within finance, operations, or customer
Track record of developing digital strategies or AI readiness assessments
Preferred
Industry exposure to real estate, construction, SaaS, professional services, or consumer goods is preferred
Benefits
Discretionary bonus
Comprehensive benefits including 401K
Company
Wiss
At Wiss, we believe there’s more to accounting than just balancing the books.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Jeff Shear
Managing Director - Technology Advisory
W
William Haemmerle
Partner, Transaction Advisory Services
Recent News
2025-12-16
2025-07-09
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