Financial Transformation Manager

RKL LLP

. Evaluate existing client financial processes and systems to identify opportunities for automation, efficiency improvements, and digital transformation .

Posted 10/6/2026full-timeLancaster • Pennsylvania • United StatesSeniorLead💰 $90,000 - $100,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial process evaluation, digital transformation, and project management, with a strong focus on implementing automation solutions and enhancing client financial operations. Proven ability to lead teams, manage complex projects, and maintain client relationships while driving efficiency improvements.

Highest-signal resume keywords

Digital Transformation InitiativesAccounting Software PlatformsFinancial Automation ToolsProject Management SkillsProcess Improvement Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Accounting PrinciplesFinancial ProcessesAPI IntegrationsWorkflow ManagementRPA PlatformsData Integration ToolsCloud-Based Financial Management SolutionsSmart AP/AR SolutionsIntegration Project PlanningRisk Mitigation Strategies

Soft Skills

LeadershipTeambuildingAnalytical AbilitiesProblem-SolvingCommunication Skills

Tools & Technologies

QBOSage IntacctXeroDocumentation SystemsCloud-Based Technology

Industry Keywords

Financial OperationsProcess ReengineeringClient Integration ProjectsTransformation InitiativesOperational Requirements

Tech Stack

Tools & technologies

CloudRPA

About the role

Key responsibilities & impact

Evaluate existing client financial processes and systems to identify opportunities for automation, efficiency improvements, and digital transformation
Design and implement solutions leveraging the RKL Virtual tech stack, including cloud-based financial management solutions, smart AP/AR solutions, data integration tools, and other cloud-based technology
Develop standardized procedures and best practices for financial management operations scalable across multiple clients
Lead process reengineering initiatives to streamline workflows and reduce manual interventions
Monitor and report on transformation initiatives' effectiveness and ROI
Manage multiple end-to-end client integration projects from initial engagement through transition to ongoing services
Assess new clients' existing financial processes, systems, and documentation
Create detailed integration project plans, including timelines, resource allocation, and risk mitigation strategies
Coordinate internal teams on client accounts, systems access, and workflow configurations
Develop and maintain client-specific procedures and documentation
Facilitate cross-departmental communication regarding client operational requirements
Lead the internal integration team and ensure adherence to integration schedules
Provide training to client and internal team members on new processes and systems
Lead and mentor team members involved in transformation and onboarding projects
Maintain client relationships throughout transformation and onboarding
Collaborate with Practice Leaders to align initiatives with strategic objectives
Report regularly to senior management on project status, challenges, and achievements

Requirements

What you’ll need

Bachelor's degree in Accounting, Finance, or related field
7+ years of experience in accounting or financial operations, with at least 3 years in process improvement or transformation roles
Strong understanding of accounting principles and financial processes
Proven experience in implementing digital transformation initiatives
Expert level proficiency in accounting software platforms (QBO, Sage Intacct, Xero, etc.)
Strong understanding of financial automation tools and RPA platforms
Experience with workflow management and documentation systems
Knowledge of API integrations and system connectivity
Excellent project management skills with demonstrated success in managing complex transitions
Strong analytical and problem-solving abilities
Strong leadership and teambuilding capabilities
Excellent communication and presentation skills
Detail-oriented with strong organizational abilities
Adaptable and innovative thinking
Client-focused mindset with strong service orientation
Ability to manage multiple projects and deadlines effectively