Finance Transformation Manager

Robert Half • Irvine, CA • 2h ago

Description

We are looking for a Finance Transformation Manager to join a Contract engagement supporting a finance organization in Costa Mesa, California. This role focuses on improving financial operations through automation, reporting enhancements, and data-driven process design across key workflows. The ideal candidate brings strong consulting experience, sharp analytical judgment, and the ability to translate complex financial data from multiple systems into practical tools that improve visibility, forecasting, and decision-making.

Responsibilities:

Lead finance transformation initiatives focused on improving reporting, planning, and operational processes through automation, workflow enhancements, and system optimization.

Develop an automated incentive compensation process that consolidates data from multiple sources, applies established calculation methodologies, and improves accuracy, transparency, and efficiency.

Create sales performance reporting that provides visibility into completed transactions, payments issued, and outstanding balances pending processing.

Design and implement expense reporting solutions that consolidate financial data into meaningful reporting structures to support management decision-making, budgeting, and forecasting.

Enhance billing and reporting automation by redesigning recurring analytics processes and aligning outputs with evolving data structures and business requirements.

Build financial modeling and analytics tools that integrate information from multiple systems and support ongoing collaboration with finance and operational stakeholders.

Analyze complex financial and operational data to identify process improvement opportunities, develop scalable solutions, and provide actionable recommendations to leadership.

Partner with cross-functional teams to gather requirements, validate business logic, and implement process improvements while managing competing priorities and project deadlines.

Requirements - 7+ years of experience in finance transformation, financial consulting, or related process improvement roles.

Strong background in financial reporting, financial analysis, forecasting, and financial modeling.

Advanced proficiency with Salesforce, NetSuite, Excel, SQL, and Power BI, including administrative or advanced reporting capabilities.

Experience delivering automation or process efficiency projects within finance environments, including the use of generative AI tools.

Ability to work with data from multiple systems and translate complex business rules into clear, scalable reporting solutions.

Excellent written and verbal communication skills with the ability to work independently and manage deadlines effectively.

Proven ability to balance multiple priorities while delivering high-quality results in a fast-paced project setting.

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .

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