Sr. Manager Finance Transformation - Record to Report

The Sr Manager of Finance Transformation – Record to Report will lead and drive the finance transformation agenda across the finance/accounting organization, ensuring alignment with strategic business objectives. This role is responsible for reengineering processes, implementing best practices, and leveraging technology to enhance efficiency, accuracy, and decision-making capabilities. The Sr Manager will work closely with senior leadership, finance teams and our shared service centers in Cluj, Romania, Manila, Philippines and Reynosa, Mexico.

QUALIFICATIONS

Education:

• Bachelor's degree in Finance, Accounting or related field.

Experience:

• 8+ years of experience in finance/accounting, previous experience or leadership in a transformation role is a significant plus.
• Proven track record in managing and delivering finance transformation initiatives, including process optimization.

Skills and Competencies:

• Understanding of finance systems, process improvement methodologies (e.g., Lean, Six Sigma), and financial technologies.
• Strong leadership, communication, and stakeholder management skills.
• Ability to drive change, manage cross-functional teams, and influence senior leaders across the organization.
• Problem-solving skills and ability to balance short-term priorities with long-term strategic goals.

PHYSICAL & ENVIRONMENTAL DEMANDS

• Please list all physical and environmental demands that may performed on a regular basis.

TIME TRAVEL REQUIRED

• 25%

RESPONSIBILITIES

Strategy Development and Execution:

• Lead the development and execution of the Record to Report Transformation strategy, ensuring alignment with overall business goals and priorities.
• Own and execute transformation roadmaps, milestones, and success metrics for the Record to Report processes.
• Provide strategic direction and guidance to the finance leadership team to ensure effective implementation of transformation initiatives.
• Establish overall Transformation governance structure and KPI’s.

Process Optimization and Efficiency:

• Drive the reengineering of processes to streamline workflows, enhance automation, and improve data accuracy.
• Lead initiatives to improve the financial close processes and timeliness across all regions while improving the quality.
• Identify opportunities to reduce costs and improve the quality and customer experience.

Technology Integration and Innovation:

• Lead the implementation, and integration of finance technology solutions (e.g., robotic process automation, AI tools) to modernize finance operations. The role will also look to optimize existing tools where they exist.
• Stay ahead of emerging trends in finance technology and innovation, ensuring the finance function leverages the latest tools to stay competitive.
• Foster a culture of continuous learning and adoption of digital tools across finance teams.

Change Management and Stakeholder Engagement:

• Manage transformation projects, including stakeholder engagement, risk management, and communication across departments.
• Develop and implement change management strategies to support the transition to new systems, processes, and ways of working.
• Work closely with business leaders to ensure successful adoption and alignment of transformation initiatives with broader business goals.

Governance and Compliance:

• Ensure that finance transformation initiatives adhere to regulatory standards and internal governance policies.
• Establish frameworks for monitoring the performance of new processes and systems to ensure compliance and continuous improvement.

Leadership and Team Development:

• 3 to 4 direct reports including regional subject matter experts for Record to Report.
• Lead, mentor, and develop a high-performing transformation team, providing coaching and guidance to help team members achieve their professional development goals.
• Foster a culture of collaboration, innovation, and accountability within the finance function.

Performance Tracking and Reporting:

• Implement metrics and KPIs to track the effectiveness of finance transformation initiatives and measure progress against objectives.
• Regularly report progress to the CAO and Sr Director of Finance Transformation, providing insights on key outcomes, challenges, and areas of improvement.

Financial Stewardship and Risk Management:

• Collaborate with other finance leaders to ensure that finance transformation efforts support sound financial management and risk mitigation.
• Ensure that new processes and systems maintain the integrity of financial data and minimize operational risk.

At Vertiv, we’re on a mission to empower the people that will power the future. From a simple swipe to life-changing medicines, from push notifications to generative AI. We design, manufacture, and service the products and solutions that keep the world connected. With $6.9 billion in revenue, a strong customer base and global reach spanning nearly 70 countries, we are uniquely positioned to deliver greater value to our customers and create new opportunities for our people.

The successful candidate will embrace Vertiv’s Core Principals & Behaviors to help execute our Strategic Priorities.

OUR CORE PRINCIPALS: Safety. Integrity. Respect. Teamwork. Diversity & Inclusion.

OUR STRATEGIC PRIORITIES

• Customer Focus
• Operational Excellence
• High-Performance Culture
• Innovation
• Financial Strength

OUR BEHAVIORS

• Own It
• Act With Urgency
• Foster a Customer-First Mindset
• Think Big and Execute
• Lead by Example
• Drive Continuous Improvement
• Learn and Seek Out Development

Vertiv is an Equal Opportunity/Affirmative Action employer. We promote equal opportunities for all with respect to hiring, terms of employment, mobility, training, compensation, and occupational health, without discrimination as to age, race, color, religion, creed, sex, pregnancy status (including childbirth, breastfeeding, or related medical conditions), marital status, sexual orientation, gender identity / expression (including transgender status or sexual stereotypes), genetic information, citizenship status, national origin, protected veteran status, political affiliation, or disability. If you have a disability and are having difficulty accessing or using this website to apply for a position, you can request help by sending an email to help.join@vertivco.com. If you are interested in applying or learning more about this role, please visit the company’s career page located on Vertiv.com/Careers

Work Authorization

No calls or agencies please. Vertiv will only employ those who are legally authorized to work in the United States. This is not a position for which sponsorship will be provided. Individuals with temporary visas such as E, F-1, H-1, H-2, L, B, J, or TN or who need sponsorship for work authorization now or in the future, are not eligible for hire.