Director – CFO Technology Strategy & Transformation | Business Transformation jobs in United States
cer-icon
Apply on Employer Site
company-logo

Embark · 5 months ago

Director – CFO Technology Strategy & Transformation | Business Transformation

Embark is a forward-thinking consulting firm committed to solving complex problems for finance, accounting, HR, and technology leaders. They are seeking a Director to lead transformational projects at the intersection of finance, technology, and process automation, guiding CFOs through high-impact initiatives and overseeing practice development and team building.

Management Consulting
check
Comp. & Benefits

Responsibilities

Serve as the primary engagement lead for complex CFO tech transformation programs, overseeing multi-functional teams across finance, IT, and operations
Lead clients through the design and implementation of finance technology strategies, including ERP roadmaps, automation opportunities, and enterprise architecture assessments
Manage full lifecycle of global systems rationalization and ERP modernization efforts (e.g., NetSuite, Oracle, Workday, SAP), including pre-implementation planning and post-go-live optimization
Translate finance function requirements into scalable systems and automated workflows to enhance efficiency, control, and insight generation
Lead discovery and deployment of process automation solutions, including RPA, workflow tools, and AI/ML applications for functions such as close-to-report, procure-to-pay, and quote-to-cash
Deliver results that drive measurable improvements in cycle time, accuracy, resource allocation, and stakeholder experience
Apply deep subject matter expertise in finance and accounting processes including controllership, FP&A, revenue recognition, financial close, audit readiness, and internal controls
Advise clients on finance operating model evolution, data governance, and digital enablement strategies aligned to long-term growth and compliance
Leverage understanding of key finance applications (e.g., BlackLine, OneStream, Anaplan, Coupa, Salesforce) to inform system design and automation integration
Lead continued buildout of Embark’s offering, defining services around ERP strategy, automation enablement, and digital finance architecture
Create IP and delivery frameworks for intelligent automation—including opportunity assessment tools, automation playbooks, and ROI models
Stay ahead of market trends in AI, RPA, workflow orchestration, and embedded analytics to ensure our offerings remain cutting-edge and outcome-focused
Support proposal development, solution scoping, and client presentations for technology and automation-focused initiatives
Develop and maintain strong client relationships to identify new opportunities and support ongoing transformation journeys
Leverage your personal and professional network to generate leads and drive new business aligned to our CFO transformation practice
Represent the firm in the marketplace through participation in conferences, webinars, and thought leadership initiatives
Serve as a people leader and culture carrier, mentoring consultants and managers across career development, delivery excellence, and client relationships
Foster a collaborative, inclusive, and feedback-driven team environment that emphasizes innovation, ownership, and continuous improvement
Lead internal training sessions on finance transformation, automation strategy, and systems integration to build team capability

Qualification

ERP strategyAutomation toolsFinance transformationSystems integrationFinance function expertiseCFO advisoryProcess automationTeam buildingClient relationship managementCoachingLeadershipCommunication

Required

Bachelor's degree in Finance, Accounting, MIS, or related field
10+ years of progressive experience in management consulting (Big 4 or similar) or a transformation role within a finance organization
Demonstrated experience leading complex transformation projects across ERP strategy, systems integration, or business process optimization
Working knowledge of automation tools and frameworks (e.g., UiPath, Automation Anywhere, Power Automate, Alteryx) and how to apply them within finance functions
Strong grasp of core finance and accounting processes and enabling technologies
Proven ability to advise and influence executive stakeholders including CFOs, CIOs, and Controllers

Preferred

CPA, MBA, or systems certifications (Oracle, SAP, NetSuite, Workday, etc.)
Direct experience designing and deploying automation at scale within a finance function
Familiarity with Agile delivery methodologies, PMO best practices, and digital enablement roadmapping
Experience supporting PE-backed or high-growth clients through finance systems maturity and transformation

Benefits

Unlimited PTO: Enjoy unlimited PTO to recharge and pursue your passions
Comprehensive healthcare: 100% paid premiums for you and your family
Whole human growth: $150 monthly stipend for holistic development
Career advancement: Access to CPE credits, learning platforms, coaching, and professional development
Financial support: Up to 3% 401(k) matching and financial advisory services
Team and community engagement: Monthly social events within your market, charitable matching, and great people!
We pay 100% of insurance premiums on medical, dental, and vision for you AND your family
Fully paid parental leave for all new parents
Monthly stipend for family gym memberships
Highly competitive salaries
All the technology you’ll need to be successful, the most advanced software, and accessories to ensure you get the job done in style
Monthly team outings (think: axe throwing, a trip to the State Fair, go-kart races, etc.)

Company

Embark

twittertwitter
company-logo
Embark is a financial advisory consulting firm that helps clients solve their complex financial problems with forward-thinking solutions.

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Parthenon Capital Partners
2025-09-04Private Equity

Leadership Team

leader-logo
L. Felice Gorordo
CEO & Board Member
linkedin
leader-logo
Paul Allen
Founder
linkedin
Company data provided by crunchbase