Senior Director, Finance Business Transformation

Role 

We are looking for a Senior Director, Finance Business Transformation to join our team. This is a Hybrid role in Santa Clara, CA reporting to the Vice President, Business Transformation in the Finance department. To support our exponential growth, you will serve as a strategic lead for finance transformation working closely with senior Finance leadership and other cross-functional teams while also supporting post-merger finance integration in case of an acquisition.

What you’ll do (Role Expectations)

• Lead end-to-end strategic transformation initiatives in key areas driven by finance including  Record to Report, Source to Pay, and Asset Management. 
• Partner with cross functional stakeholders from Finance, IT, CloudOps, Security, Legal, etc. and leverage Lean methodology to develop future state processes that will help build a scalable Finance function.  
• Understand the current state of our tech stack, including but not limited to ERP (NetSuite), Coupa, ServiceNow, Workiva, Snowflake, Adaptive (or other EPM tools) etc. and partner with IT to implement best in class systems and architecture to achieve operational excellence.
• Work with the Leadership team to design and implement an AI-enabled transformation strategy that enhances customer, vendor and employee experience.   
• Develop a metric based strategy to track progress of transformation initiatives and process improvements. 
• Work with internal audit to implement and modernize controls during automation and/ or process changes
• Support integration of target’s finance organization and processes during an acquisition
• Drive change management efforts to support transformation

Who You Are (Success Profile)

• You thrive in ambiguity. You're comfortable building the path as you walk it. You thrive in a dynamic environment, seeing ambiguity not as a hindrance, but as the raw material to build something meaningful.
• You act like an owner. Your passion for the mission fuels your bias for action. You operate with integrity because you genuinely care about the outcome. True ownership involves leveraging dynamic range: the ability to navigate seamlessly between high-level strategy and hands-on execution.
• You champion simplicity. You are skilled at distilling complex problems, user needs, and technical concepts into clear, simple, and actionable plans. You are a precise communicator who brings clarity and focus to every interaction.
• You operate with urgency. You understand that in a high-growth environment, speed and quality are not mutually exclusive. You have a relentless focus on execution and a bias for action, delivering high-impact results quickly to win for the customer and the team.
• You are a high-trust collaborator. You are ambitious for the team, not just yourself. You embrace our challenge culture by giving and receiving ongoing feedback—knowing that candor delivered with clarity and respect is the truest form of teamwork and the fastest way to earn trust.

What We’re Looking for (Minimum Qualifications)

• Demonstrated curiosity and active exploration of AI tools, with a proven history of integrating new technologies to enhance daily workflows and augment problem-solving
• 12+ years of experience supporting Finance Process and Systems Transformation
• Deep technical knowledge of end-to-end Finance processes, including Record-to-Report, Source to Pay, Supply Chain, demand planning, FP&A, Quote to Cash, Tax, and Treasury within a fast-paced corporate environment
• Proficiency in enterprise and finance systems and tools such as NetSuite, ServiceNow, Coupa, Salesforce, and Snowflake
• Proven program management expertise with the ability to manage multiple complex workstreams and stakeholders simultaneously
• Exceptional communication skills with the ability to drive change and facilitate alignment across cross-functional leadership teams

What Will Make You Stand Out (Preferred Qualifications)

• Prior experience in the technology or SaaS industry supporting cloud-based service offerings, with a deep understanding of SaaS business and finance processes alongside foundational accounting, budgeting, and cost control principles
• AI-first mindset with the demonstrated ability to architect, build, and implement end-to-end AI-enabled processes
• Demonstrated success in leading large-scale finance technology rationalization, system implementation projects, and collaborating with internal and external auditors

#LI-Hybrid #LI-NH1