Transformation Manager

Custom Truck One Source

. Provide financial and operational guidance and advise the Vice President, Operations in making recommendations to improve the service organization’s overall financial performance .

Posted 9/15/2026full-timeRemote • Michigan • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial modeling, operational analysis, and strategic project oversight to drive organizational performance. Proven ability to communicate effectively with senior management and collaborate across departments to implement business initiatives.

Highest-signal resume keywords

Financial ModelingOperational AnalysisStrategic Project OversightExcel ProficiencyCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisBudgetingForecastingData ReconciliationPerformance Metrics ReviewQuantitative AnalysisOperational GuidanceTransformational Project DevelopmentReporting DevelopmentData Organization

Soft Skills

Effective CommunicationInterpersonal SkillsResourcefulnessTime ManagementCultural Sensitivity

Tools & Technologies

Excel

Certifications & Qualifications

Bachelor’s Degree in Finance or AccountingMBA Preferred

Industry Keywords

Financial PerformanceService OrganizationStrategic InitiativesExecutive-Level ManagementBusiness Change Implementation

About the role

Key responsibilities & impact

Provide financial and operational guidance and advise the Vice President, Operations in making recommendations to improve the service organization’s overall financial performance
Partner with organizational members on strategic initiatives including the annual budget, monthly forecasts, and other key tasks
Oversee executive-level strategic projects for Operations and Service functions
Oversee development of transformational projects to drive profitable growth throughout Custom Truck One Source
Provide thought leadership and insights to key stakeholders through reporting development
Develop complex financial and operational models
Interface with department leaders across the business to deliver insightful and action-oriented analysis
Support Service and Operations functions by quantifying, developing, managing, and executing strategic business priorities
Serve as a pivotal connection between Service, Finance, Commercial teams, and segment leadership
Research, analyze, reconcile, and validate data sets and information to inform business decisions
Design and implement financial models to support key business decisions

Requirements

What you’ll need

Bachelor’s degree required in Finance or Accounting
MBA preferred
5-10 years of relevant work experience
1-3 years of reviewing financial statements and/or performance metrics and communicating results to senior management
Ability to effectively communicate with key stakeholders at various levels within an organization
Proven track record of working with wide variety of people to implement business change
Proficient fluency with data and financial reporting in Excel
Self-starter with the ability to streamline functions and passion to learn and grow
Comfort dealing with ambiguity and ability to work independently
Experience working with and presenting to senior executives
Must possess excellent communication and presentation skills and be comfortable interacting with executive-level management
Very proficient with Excel formulas, functions and data organization
Strong quantitative and analytical competency
Show respect and sensitivity for cultural differences; Promote a harassment-free environment
Treat people with respect; Keep commitments; Inspire the trust of others; Work with integrity and uphold organizational values
Display original thinking and creativity; Meet challenges with resourcefulness; Present ideas and information in a manner that gets others' attention
Communicate effectively in writing as appropriate for the needs of the audience
Manage one's own time and the time of others in order to meet tight deadlines
Ability to manage multiple projects simultaneously
Ability to travel up to 50% of the time including overnight stays

Benefits

Comp & perks

401(k) with Employer Match
Competitive Health Care
Dental, Vision, and Life Insurance
Paid Vacation, Sick and Holidays
STD/ LTD
Partner Discounts
Investment in Employee Development