Business Transformation Manager

3 weeks ago


Florham Park, United States Wiss & Company Full time

Background:

Wiss is a leading accounting firm dedicated to delivering top-notch financial services to our clients. We are committed to innovation and excellence, and we are seeking a talented Transformation and Innovation Manager to join our team. This role is crucial for driving process improvements and leveraging technology to enhance productivity and automate workflows.

The role requires strong business acumen, sound understanding of foundational accounting and finance, an ability to mobilize a diverse group of stakeholders, solid project management organization and ability to present and influence recommendations with senior leadership and key stakeholders.

Core Responsibilities:

Develop, plan, and manage the end-to-end technology and solution delivery life cycle of transformation initiatives for firm.

Manage teams in the gathering, translating, and documenting of business requirements into technical documentations and prototyping, testing, communicating and training of solutions.

Act as a liaison with business and tech team to ensure all stakeholders have a clear and common understanding of both the business priorities, needs and the proposed solutions.

Develop, design, and implement business process improvements via process redesign.

Evaluate process steps as value adding, enabling, or non-value adding; help process owners eliminate non-value adding steps and provide industry SME knowledge to help guide best practices

Communicate a cohesive and concise story around business drivers for current and future initiatives and potential implications on future results.

Build and present compelling business cases technology initiatives, software expenditures, and proposed process changes.

Collaborate with leadership on addressing challenges that could be addressed through technology, developing creative solutions that are aligned with the strategic vision and goals and firm standards around technology.

Collaborate with leadership on identifying and defining KPIs/Metric to monitor and measure the success of initiatives.

Develop an integrated business plan to ensure the practice derives optimal value out of their portfolio of existing applications and new investments in-line with strategic direction.

Define the business objectives and benefits of technology in a way that is quantitative and measurable

Work with leadership in the yearly planning and budgeting process for technology initiatives

Perform other duties, as needed.

Establishes, maintains, and continually improves business performance through a LEAN mindset that is linked to the business objectives and drives integration of all enablers.

Champions the development of solutions that address organizational challenges, supports project objectives often by leading assigned engagement tasks to completion within scope, project timeline and budget constraints, while ensuring deliverable requirements are met. Considers risk planning and mitigation, status reporting, stakeholder communications and management.

Manages and conducts cross-functional project meetings and is responsible for quality meeting agenda’s, minutes, project tracking, analysis, and supporting project documentation.

Innovative Technologies: Stay abreast of emerging technologies, including AI, and assess their applicability to enhance firm operations.

Training and Deployment: Develop and deliver training programs to ensure firm users are proficient in new technologies and processes.

 

Qualifications/Education:

5+ years of experience leading process improvements and/or Technology initiatives

Bachelor’s degree in accounting, finance, business management, and/or a related field

Prior client facing role with an awareness of service delivery mindset and customer journey management

Experience in providing accounting services and exposure to finance operations and reporting

Extensive experience in working with multi-skilled Digital teams (Architects, Project Managers, UX Designers, Software Engineers and QA Engineers)

Solid skills in Project / Program Management

Ability to work effectively across functions; extensive experience leading cross-functional or geographically dispersed teams, proven mentoring and coaching abilities, ability to motivate & inspire others.

Natural problem-solver: comfortable with data and ambiguity; able to both delve into the details and operational tactics and engage meaningfully on the big picture or overall strategy.

Proactive and passionate about results: independently capable of seeking information, solving conceptual problems.

Leadership: strong team leadership and project management skills and ability to mobilize teams towards a common goal.

Initiative and ownership: ability to act with limited oversight on day-to-day basis, balancing multiple priorities.

High-energy, team-first attitude: motivated to work collaboratively in a fast-paced, ever-changing environment to help our growing business.

Polished communication skills with the ability to distill complex thoughts and ideas to key stakeholders.

Wiss is an Equal Opportunity-Affirmative Action Employer - Minority / Female / Disability / Veteran / Gender Identity / Sexual Orientation / Age"

"Wiss is committed to diversity and inclusion. We seek candidates from all backgrounds to join our team and encourage our employees to bring their authentic and best selves to work."

To all staffing agencies: Wiss does not utilize 3rd party firms for any internal or client positions. Please be advised, Wiss is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of Wiss.

#LI-HYBRID



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