Senior Manager, Finance Managed Services - Controllership & Record-to-Report | Financial Services Industry

About the role

Step into a role where you will help shape the future of finance. As part of Deloitte's Finance Operate team, you will work with CFOs, controllers, and finance leaders to address complex finance and accounting challenges through scalable managed services solutions. Leveraging Deloitte's industry experience, technology ecosystem, and delivery capabilities, you will help clients modernize finance operations, strengthen controls and reporting, and drive better business outcomes. Recruiting for this role ends 12/31/2026.

Responsibilities

• Own the strategy and execution of complex managed services solutions for Controllership / Record-to-Report opportunities within the Financial Services Industry.
• Lead high‑priority business development activities, sales pursuits, proposal development, client presentations, pre‑RFP materials, and RFP responses for Finance Operate opportunities.
• Serve as a senior advisor to clients and Deloitte leadership, translating finance challenges into scalable operating models, service delivery approaches, value propositions, and transformation roadmaps.
• Lead Finance Operate pipeline and deal‑flow management for the Financial Services sector, including opportunity qualification, pursuit prioritization, solution governance, executive alignment, and handoff to mobilization and delivery teams.
• Oversee engagement mobilization and delivery excellence, including governance, transition planning, service management, operational reporting, quality management, issue resolution, and executive escalations.
• Partner with account and industry leaders to identify growth opportunities, develop client relationships, and expand Finance Operate services.
• Drive standardization, automation, continuous improvement, and technology enablement across finance operations engagements.
• Develop repeatable solution assets, methodologies, delivery approaches, and points of view for Controllership and Record-to-Report managed services.
• Lead and coach teams of managers, consultants, and subject‑matter professionals; support talent development, recruiting, staffing, and performance management.
• Contribute to practice growth through thought leadership, internal collaboration, knowledge sharing, and market development activities.

Skills

• Executive presence and the ability to build credibility with CFOs, controllers, finance executives, and senior client stakeholders.
• Strong written and verbal communication skills, including the ability to lead executive presentations and facilitate complex working sessions.
• Demonstrated commercial acumen and the ability to connect client needs to solution design, value creation, and delivery feasibility.
• Ability to lead complex, multi‑workstream pursuits and engagements with limited oversight.
• Strong judgment, structured problem‑solving skills, and the ability to navigate ambiguity.
• Ability to build and sustain trusted client, account, alliance, and internal relationships.
• Experience leading, coaching, and developing high‑performing teams.
• Ability to manage competing priorities, deadlines, risks, and senior stakeholder expectations.
• Meticulous attention to detail and commitment to high‑quality work products.
• Ability to influence across functions and operate effectively in a fast‑paced, matrixed environment.

Qualifications

Required:

• Bachelor’s degree in Finance, Accounting, or a related field.
• 12+ years of experience in accounting, financial reporting, controllership, Record‑to‑Report operations, finance transformation, or related finance services.
• 8+ years of experience in managed services, shared services, outsourced delivery, finance operations, or related service‑delivery environments.
• 8+ years of experience working within the Financial Services Industry or serving Financial Services clients.
• Demonstrated experience leading complex solutioning, sales pursuits, transition, mobilization, and/or delivery for finance managed services.
• Experience leading client presentations, proposal development, pre‑RFP materials, RFP responses, or comparable business‑development activities.
• Experience leading teams, complex projects, or multiple workstreams.
• Ability to travel ≈ 50 % on average, based on client and industry needs.
• Must be legally authorized to work in the United States without employer sponsorship, now or in the future.

Preferred:

• Master’s degree in Finance, Accounting, or a related field.
• Active Certified Public Accountant (CPA) license.
• 15+ years of experience in finance, controllership, managed services, finance transformation, or solution delivery.
• Experience leading complex Finance Operate or finance managed‑services pursuits from qualification through mobilization.
• Experience developing operating models, service‑delivery approaches, staffing models, performance metrics, or transformation roadmaps.
• Experience with audit, controllership, finance transformation, or financial‑services operating‑model design.
• Experience with ERP or finance‑technology platforms such as SAP, Oracle, Workday, BlackLine, or OneStream.
• Experience leading process‑improvement, automation, standardization, or service‑delivery transformation initiatives.
• Demonstrated success building client relationships and expanding managed‑services opportunities.

Pay

The estimated compensation range for this role is $148,200 to $292,300, reflecting factors such as skill set, experience, licensure, and certifications. Compensation decisions consider geographic differentials and individual circumstances. The role may also be eligible for a discretionary annual incentive program, subject to program rules and performance.