Record-to-Report - Senior Manager
United States
Business Transformation /
Full Time /
Hybrid
As a member of our Business Transformation team, you will work as an extension of our client’s team to advise on and lead their transformation initiatives. Your work will serve in a functional role on high impact transformation initiatives and serve as a liaison with key stakeholders and the finance group, helping them to identify improvement needs and fully execute the changes to address them.
The Record-To-Report (RTR) Specialist will create value for clients by leading engagements that map the current state, design an optimized process, remove inefficiencies, accelerate the close cycle, and align the process with the client’s overall business strategy. The RTR Specialist will also embed within the client’s organization as necessary to drive necessary operational enhancements and drive transformation as an extension of the client’s team.
Roles and Responsibilities:
· Lead project teams engaged in the successful delivery of CFGI’s business cycle service offering.
· Create and execute a comprehensive implementation plan to streamline close, consolidation, and financial reporting.
· Perform current state assessment to define the client’s existing RTR process, identifying systems, data flow, stakeholders, manual requirements, client pain points, inefficiencies, risks, and opportunities.
· Advise on procedural improvements resulting from more optimized use of existing technology and automation in the RTR process.
· Recommend technology investments to address client challenges based on understanding of existing processes.
· Serve as liaison between the client’s leadership and functional teams to bridge organizational strategy with process optimization at the task level.
· Help develop strategies by assessing a client’s business challenges/needs/gaps, diagnosing the root problems, and recommending an approach leveraging CFGI assets.
· Identify and support business development initiatives; participate in and lead aspects of the proposal development process.
· Develop thought leadership in areas of high importance to RTR clients.
· Maintain an understanding of advancements in technology and innovations which are happening across digital, analytics, and the broader marketplace.
· Work alongside key client stakeholders to develop work plans with proper activities, resource engagement and assignment, expected outcomes and timing.
· Assume tasks within the defined scope to drive execution and delivery, as needed.
· Identify when additional CFGI resources might be needed to support additional tasks or expanded scope.
· Streamline and automate timely reporting of project status to key stakeholders.
· Facilitate upward communication as requested with Project Sponsors, Executive Leadership or Board of Directors.
· Constantly be present in client conversations to uncover new needs and be able to speak to CFGI service offerings that can benefit the client and address their needs.
· Maintain a clear focus on providing exceptional client service at every opportunity.
· Fully develop and maintain client relationships at all levels within the client’s organization to gain stakeholder trust, become a true business partner that can communicate complex ideas, and gain stakeholder buy-in.
· Actively participate in the development of the BT practice and related infrastructure.
· Maintain a professional and positive attitude.
Preferred Skills:
· Comprehensive understanding or deep expertise in the record-to-report core business cycle, operating models, organizational structures, and process best practices.
· Proven experience in engagement management, leading projects and project teams.
· Effective communication skills, including the ability to clearly communicate with clients, document requirements, and articulate the value proposition and business case for Business Transformation solutions.
· Independent leadership abilities, capable of driving successful outcomes and ensuring client satisfaction in client engagements.
· Strong project management skills, enabling timely reporting and progress updates.
· Willingness to actively participate in internal business leadership, practice development, and initiatives focused on growth and development of team members.
Qualifications and Capabilities:
· A motivated finance-focused individual with a minimum of 10+ years of combined experience in industry, finance and strategic consulting, as well as operational finance and accounting.
· Demonstrated ability to successfully lead transformation teams in various aspects of the transformation journey, including strategy development, planning, delivery, and execution.
· Experience in professional service consulting and/or client engagement management.
· In-depth knowledge of the end-to-end record-to-report (RTR) process, encompassing pre-close setup, AP cutoff, close, consolidation, reporting, and accounting policy.
· Ability to define best-in-class practices for all aspects of financial reporting (chart of accounts, journal entries, intercompany transfers and allocations, AP, AR, and asset management).
· Possesses functional, technical, and/or business knowledge related to people, processes, and technology in the context of accounting and finance operations.
· Familiarity with ERP and financial close software such as SAP, Workday, NetSuite, Sage Intacct, FloQast, Blackline, etc.
· Project management experience is a plus, showcasing the ability to plan, organize, and execute projects effectively.
· Experience in the biotech, pharmaceuticals, or life sciences industries is a plus, indicating an understanding of their specific reporting needs and regulations.
