Finance Business Transformation Manager jobs in United States
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Jefferson Wells USA · 9 hours ago

Finance Business Transformation Manager

Jefferson Wells is a leader in the healthcare and financial services industry, seeking a dedicated and innovative Finance Business Transformation Manager. This role is critical in reshaping Finance operations through process optimization, new technologies, and supporting the transition to a modern ERP and financial operating model.

AccountingComplianceFinanceRisk Management

Responsibilities

Lead change efforts across Finance functions—people, processes, and technology—to support new data models, analytic capabilities, and operating structures
Drive preparation and readiness for Finance teams transitioning from manual and Excel‑driven processes to automated, system‑based workflows
Redesign Finance processes to be scalable, efficient, compliant, and workflow‑driven
Lead operational alignment across Finance, Accounting, Revenue Cycle, and Information Systems to support transformation and ERP/PULSE deployment
Manage conversion readiness for all Finance data sets
Facilitate readiness activities between Finance, Revenue Cycle, and Pharmacy teams to streamline the patient and pharmacy revenue cycle
Shorten and transform the month‑end close and accounting cycle through improved accuracy, automation, and workflow standardization
Reduce reliance on Excel and eliminate “shadow systems” by supporting system-based redesign
Partner with Implementation Teams, Change Management, Organizational Learning, and the PMO to support training, communications, and post‑go‑live adoption
Drive alignment between business requirements and system capabilities throughout the implementation lifecycle
Support finance leaders and staff during pre‑, mid‑, and post‑implementation phases with process education and new workflow ownership
Complete required documentation, including:
COSO internal control alignment
RACQI documentation (Responsible, Accountable, Consulted, Informed, Quality Impact)
Future-state process maps, flowcharts, and standard operating procedures
Lead improvements in day‑to‑day financial operations and reduce process variation
Deliverables
Future-state Finance process maps and detailed flowcharting
Recommended Finance policy updates based on redesigned processes
Five-day close checklist improvements
Updated interdepartmental integration documentation
Revenue cycle accounting process documentation
Month-end redesign plans and updated Excel templates tied to financial close, planning, and reporting
Control and compliance narratives aligned to COSO principles

Qualification

Finance transformation initiativesERP implementationsProcess improvementAccounting operationsRevenue cycle processesChange managementCollaborationCommunication skills

Required

Experience leading finance transformation initiatives in a complex, multi‑department environment
Strong understanding of accounting operations, revenue cycle processes, and financial reporting
Prior involvement with ERP implementations (Oracle preferred; other Tier 1 ERPs acceptable)
Experience in process improvement, workflow redesign, and change management
Ability to collaborate with technical teams, operational leaders, and finance staff
Strong communication skills and the ability to manage cross-functional expectations

Benefits

Medical and Prescription Drug Plans
Dental Plan
Vision Plan
Health Savings Account
Health Flexible Spending Account
Dependent Care Flexible Spending Account
Supplemental Life Insurance
Short Term and Long Term Disability Insurance
Business Travel Insurance
401(k), Plus Match
Weekly Pay

Company

Jefferson Wells USA

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Jefferson Wells delivers finance solutions and highly skilled professionals to organizations, fueling business performance.

Funding

Current Stage
Late Stage

Leadership Team

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Stacey Mendoza
DIRECTOR, CLIENT STRATEGY & BUSINESS DEVELOPMENT
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Company data provided by crunchbase