NA Finance Transformation & Transition Lead
Portfolio Execution & Regional Orchestration
The North America Finance Transformation Lead orchestrates and delivers a targeted portfolio of ~120 Finance 2.0 initiatives across Record-to-Report (R2R), Order-to-Cash (O2C), Procure-to-Pay (P2P), and Payroll within the region. This role translates high-level program objectives from the global PMO into clear, executable regional plans with defined milestones, deliverables, and success criteria.
- Manage cross-tower dependencies, sequencing, and critical paths to ensure integrated and timely delivery across all initiatives.
- Establish clear accountability, track progress at a granular level, and intervene where delivery risks emerge.
- Promote standardization while enabling flexibility for business unit-specific needs.
- Provide detailed, data-driven insights into regional execution performance, including progress against milestones, risks, issues, and dependencies.
- Contribute to global program discussions, representing NA priorities, constraints, and opportunities to ensure balanced decision-making.
- Ensure NA initiatives are fully integrated into the broader global program plan, avoiding duplication and managing cross-regional dependencies.
Productivity Delivery & Value Realization
Own the identification, tracking, and realization of productivity improvements across the portfolio, ensuring each initiative delivers measurable business value. Define clear benefit metrics (e.g., efficiency gains, cost savings, cycle time reduction, quality improvements) and embed them into execution plans. Establish robust tracking mechanisms to monitor benefits realization over time, ensuring sustainability beyond initial implementation.
- Challenge and refine business cases to maximize value delivery and eliminate low-impact activities.
- Provide regular, transparent reporting on productivity outcomes to leadership, highlighting achievements, gaps, and corrective actions.
Transition Support & Risk Mitigation
Provide hands-on leadership during key transition phases, including pre-go-live readiness, cutover, stabilization, and post-implementation support. Proactively identify risks across initiatives, business units, and process towers, assessing both delivery and operational impacts. Develop and implement mitigation strategies to address risks early, minimizing disruption to ongoing finance operations.
- Maintain strong issue management discipline, including root cause analysis, escalation, and timely resolution.
- Support business continuity by closely monitoring operational performance during transition and intervening as needed.
Stakeholder & Resource Coordination
Act as the central integrator across retained finance teams, operating business units, MGSF, D&T, and external partners to ensure coordinated execution. Align stakeholders on priorities, scope, timelines, and trade-offs, balancing competing demands in a complex, matrixed environment. Influence without direct authority to drive decisions, remove roadblocks, and maintain momentum across initiatives. Ensure appropriate resource allocation and utilization across the portfolio, identifying capacity gaps and escalating where necessary. Foster strong cross-functional relationships to enable collaboration, accountability, and shared ownership of outcomes.
Transformation Delivery Across All Towers
Drive transformation execution across all finance process towers (R2R, O2C, P2P, Payroll), ensuring equal focus and rigor across domains. Partner with process owners, tower leads, and technology teams to deliver standardized, harmonized, and optimized finance processes. Ensure initiatives leverage automation, digital tools, and data capabilities to enhance efficiency, accuracy, and scalability. Identify cross-tower improvement opportunities and ensure solutions are designed with end-to-end process integration in mind. Maintain a strong focus on simplifying and streamlining operations to support the future-state operating model.
Change Management & Adoption
Support and reinforce change management strategies to drive adoption of new processes, systems, and ways of working. Collaborate with business stakeholders to ensure readiness for change, including training, communication, and transition planning. Monitor adoption and performance post-implementation, addressing gaps to ensure sustained outcomes. Promote a mindset of continuous improvement, encouraging teams to identify and act on optimization opportunities. Ensure that transformation outcomes are fully embedded into business-as-usual operations and deliver long-term value.
Experience & Qualifications
- Bachelor’s degree in finance, Accounting, Business Administration, or related field.
- MBA, CPA, CMA, PMP, or equivalent certification preferred.
- Formal project/program management training or certification strongly preferred.
- 10+ years of experience in finance transformation, finance operations, or large-scale program delivery in a global organization.
- Proven ability to manage complex, multi-project portfolios with high levels of interdependency.
- Deep expertise in R2R processes, with strong working knowledge of O2C, P2P, and Payroll.
- Experience working with shared services (GBS), BPO providers, and technology implementation partners.
- Demonstrated success delivering ERP or finance transformation programs (e.g., SAP, Oracle, Workday).
- Strong program and portfolio management capabilities, with rigorous execution discipline.
- Exceptional stakeholder management and influencing skills in a complex, matrixed environment.
- Able to operate effectively as an individual contributor while coordinating across large, distributed teams.
- Strong analytical and financial acumen, including benefits tracking and performance measurement.
- Excellent communication skills, with the ability to engage executive stakeholders.
- High degree of adaptability, ownership, and ability to manage competing priorities at scale.