About the Company

This role is with one of the largest digital credit unions in the United States, offering nationwide banking and financial services. The institution is recognized for its technology-led operations, strong compliance culture, and member-centric financial solutions. It also operates scalable, high-performance finance and back-office service functions across multiple service lines.

About the role

This role oversees end-to-end Finance & Accounting managed services with a deep focus on robust, scalable FP&A capabilities, mission-critical transaction processing, standardization, automation, and multi-country service delivery. Also, includes building and operating Centers of Excellence (CoEs), driving ERP/digital transformations, and ensuring resilient, SLA-driven service delivery across global clients.

Compensation will not be a constraint for the right candidate.

Key Responsibilities

1. Financial Planning & Analysis (FP&A) Leadership

- Develop and deliver FP&A services (budgeting, forecasting, variance analysis, strategic planning).

- Build advanced financial models and scenario-planning frameworks.

- Establish executive dashboards and KPI reporting suites.

- Provide strategic financial insights to client leadership.

- Implement rolling forecasts and dynamic planning methodologies.

Transactional Finance Operations

- Lead end-to-end O2C (billing, invoicing, collections, dispute management).

- Manage AP including 3-way match, vendor management, and payments.

- Oversee multi-country payroll with regulatory compliance.

- Ensure 99.5%+ accuracy across all transactional processes.

Process Excellence & Technology

- Standardize finance processes across engagements.

- Build internal controls and compliance frameworks.

- Implement QA protocols and continuous improvement.

- Create scalable documentation and knowledge-management systems.

- Automation Libraries & Operational Efficiency

- Build automation libraries (RPA bots, AI reconciliation, ML anomaly detection).

- Develop reusable automation components for AP, O2C, JE automation, and close processes.

- Implement automation governance, testing, and monitoring.

- Build predictive analytics for cash flow, collections, and expenses.

Project Delivery & Transformation

- Lead finance & ERP transformation (SAP, Oracle, D365).

- Design multi-phase modernization roadmaps.

- Manage PMOs with risk, communication, and governance frameworks.

- Lead digital transformation (cloud, integrations, data warehouses).

- Deliver large-scale BPR initiatives.

Centers of Excellence (CoEs) & Service Delivery

- Build and operate CoEs for FP&A, O2C, AP, Payroll, Financial Reporting.

- Design scalable "assembly-line" service delivery models.

- Create cross-training and redundancy systems for continuity.

- Develop modular service delivery that scales with client needs.

Specialized Team Leadership

- Build and manage:

- Knowledge Transfer Teams

- Outsource Transition Teams

- Quality Assurance Teams

- Advanced Reporting & Analytics Teams

- Lead onboarding, knowledge capture, audits, regulatory reporting, and visual analytics.

Resilience & Business Continuity

- Build BCP frameworks with multi-site failover.

- Implement backup/recovery and real-time monitoring.

- Drive cross-training and succession planning.

Client Relationship & Delivery

- Create client-specific delivery models.

- Manage transitions and knowledge transfer.

- Ensure SLA adherence and compliance.

- Develop custom reporting and analytics.

- Drive account growth and client satisfaction.

Team Leadership & Development

- Build high-performing global teams.

- Implement technical + soft skills training.

- Run performance and career-development frameworks.

- Ensure multi-lingual and multicultural capabilities.

Education & Professional Certifications:

- Bachelor's degree in Accounting, Finance, or related field

- CPA, CMA, ACCA, or equivalent professional certification required

- MBA or Master's in Finance preferred

- Project Management Professional (PMP) or equivalent certification preferred

- Additional certifications in financial systems, automation, or process improvement

Professional Experience:

- Minimum 15 years of progressive experience in finance operations and managed services

- Proven track record with Big 4 accounting firms or top-tier consulting organizations

- Extensive experience in FP&A, financial reporting, and strategic financial analysis

- Experience managing mission-critical payroll and billing operations for large organizations

- Strong background in ERP implementations and financial system integrations

- Experience with multi-country, multi-currency financial operations

- Demonstrated experience in building and operating Centers of Excellence

- Proven track record in managing large-scale outsourcing transitions and knowledge transfer programs

- Experience leading complex finance transformation and ERP implementation projects

- Background in automation development and deployment in finance operations