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Finance Transformation Director

Northwest Bank
United States, Ohio, Independence
6480 Rockside Woods Boulevard South (Show on map)
Nov 20, 2024
Description

The Finance Transformation Director is a strategic role responsible for spearheading initiatives that reshape processes and operations throughout finance. This leader will drive innovation and efficiency, leveraging consulting expertise to transform areas including the accounting monthly close, projects, procurement, fixed assets, forecasting/budgeting and accounts payable. This role will have a profound impact on the organization by delivering measurable improvements in process, reporting and operational efficiency. In additional, the role will enhance financial processes to be more efficient and effective, leading to cost savings, improved decision making and automation of manual processes.

Essential Functions
* Lead, identify and support finance transformation projects and identify and implement opportunities for process optimization and automation
* Provide independent perspective, based on market trends and conditions, with respect to finance and accounting organizations, challenges and best practices
* Conduct in-depth analysis of existing business processes to identify inefficiencies and bottlenecks.
* Transform raw data into relevant insights via interactive and simple-to-understand dashboards utilizing Power BI
* Lead on implementation of key Workday modules (General Ledger, Projects, Procurement, Accounting Center, Accounts Payable, forecasting)
* Recruit, train, develop, and guide a team of professionals to ensure their growth and success.
* Take responsibility for all aspects of the project, including scoping, budgeting, executing project deliverables, communicating with the project team and clients, staffing requirements, job planning, and scheduling.
* Foster strong relationships with integration partners and internal project team members to ensure successful project completion.
* Demonstrate independent thinking skills by making decisions related to engagements, such as dynamic problem-solving, strategy development, risk assessment, and quality control.
* Lead in selection and implementation of GL account reconciliation solution, including transition and change management.

Additional Essential Functions
* Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
* Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
* Work as part of a team
* Work with on-site equipment

Safety and Health for Supervisors with Direct Reports
* Provide leadership and positive direction for maintaining the safety and loss prevention program
* Actively participate in and support employee participation in the safety and loss prevention program by ensuring that employees know how to properly report a safety issue, making sure that all accidents are promptly reported to Human Resources and documented, and ensuring that prompt action is taken whenever workplace hazards are identified
* Help implement emergency procedures

QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education
Bachelor's Degree Accounting, Finance or equivalent

Work Experience
8 - 12 years experience in project management and leading work streams

General Supervisory/Manager Knowledge, Skills, and Abilities
* Ability to identify existing and potential problems, obtain and evaluate relevant information, identify possible causes of the problems, and suggest an alternative course of action including innovative or creative approaches
* Ability to allocate and effectively use information, personnel, time, and other resources necessary for implementation of Northwest's strategic plans
* Ability to make decisions, render judgments, and take action on tasks within the scope of given authority in a timely fashion
* Ability to develop, evaluate, and implement alternative courses of action, based on correct assumptions concerning resources and guidelines, and support decisions or recommendations with data or reasoning
* Ability to present and express ideas and information effectively and concisely in an oral and/or written mode in a manner appropriate for the audience
* Ability to listen and comprehend what others are saying and facilitate the open exchange of ideas and information
* Ability to motivate and provide direction in the activities of others, appropriately assigning work and authority, in the accomplishment of goals; providing advice and assistance as required
* Ability to understand and appropriately apply procedures, requirements, regulations, and policies; maintain credibility with others on specialty matters

Additional Knowledge, Skills and Abilities
Thorough working knowledge of MS Office: Word, Excel, PowerPoint, and Outlook
Proficient in utilizing/implementing Trintech Cadency/other R2R solutions or capable of quickly learning to new technology solutions
Expertise in finance transformation, system implementation, and business process design/improvement initiatives, in the financial service industry
Experience with Workday product suite (GL, Accounting Center, Accounts Payable, Procurement, Prism, Adaptive)

Licenses and Certifications
CPA Upon Hire

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
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