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Senior Consultant, Finance Transformation

External
westmonroe4 logoWestmonroe4 · Chicago
Full-timeOn-site1mo ago
ExcelGenerative AILeadership
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Responsibilities

  • Client Delivery
  • Drive end-to-end finance transformation initiatives , including current-state assessments, target operating model design, process reengineering, technology enablement, and change management.
  • Partner with senior finance executives (CFOs, Controllers, FP&A leaders) to align finance capabilities with enterprise strategy, growth objectives, and value creation priorities.
  • Design and implement future-state finance processes across the finance value chain, including FP&A, Record-to-Report, Order-to-Cash, Procure-to-Pay, and Close & Consolidation .
  • Drive modernization of the Office of the CFO through automation, AI, analytics, and finance systems , ensuring solutions are scalable and adoption-ready.
  • Leverage AI tools to accelerate analysis, synthesize complex information, and support data-driven recommendations for clients, exercising sound judgment in evaluating outputs.
  • Apply AI technologies (e.g., generative AI, automation tools, data models) to enhance insights, improve delivery efficiency, and elevate the quality of client outcomes
  • Team Leadership
  • Collaborate closely with consultants and cross-functional team members, sharing experience and insights to strengthen finance transformation capabilities and enhance overall team performance.
  • Contribute hands-on support to analyses, deliverables, and client communications, ensuring high-quality outputs and alignment with project objectives.
  • Model strong teamwork and accountability by aligning individual contributions with West Monroe's transformation methodologies and delivery standards, while fostering an inclusive and collaborative team environment.
  • Business Development & Client Growth
  • Serve as a trusted advisor and identify opportunities to expand finance transformation scope within existing client engagements.
  • Contribute to proposals, thought leadership, and solution development focused on CFO transformation, finance modernization, and value realization.
  • Stay current on emerging finance trends, technologies, and operating model innovations to continuously elevate client impact.
  • Practice Development
  • Contribute to the growth of the Office of the CFO practice by developing methodologies, playbooks, tools, and reusable assets .
  • Support recruiting, onboarding, and training initiatives to build a high-performing finance transformation team.
  • Represent West Monroe through industry events, conferences, and external thought leadership.

Requirements

  • Bachelor's degree in finance, accounting, business, economics, or a related discipline (or equivalent experience).
  • 3+ years of experience working on Finance Transformation initiatives, advising the Office of the CFO on large-scale process, operating model, data, and technology programs.
  • Deep functional expertise across the finance lifecycle, including Record-to-Report, Order-to-Cash, Procure-to-Pay, FP&A, Close & Consolidation , and adjacent enterprise processes.
  • Experience modernizing finance through automation, AI, analytics, and finance systems .
  • Strong understanding of financial close, consolidation, financial reporting, and process optimization.
  • Advanced analytical and data visualization skills; strong Excel proficiency and comfort translating data into executive-ready insights.
  • Experience integrating AI tools (e.g., ChatGPT) into day-to-day workflows to enhance productivity and insight generation, coupled with strong critical thinking to assess accuracy, mitigate bias, and ensure high-quality outputs.
  • Exceptional written and verbal communication skills, including executive-level storytelling and polished client-facing presence.
  • Experience in one or more of West Monroe's core industries preferred: Consumer & Industrial Products, Healthcare, Life Sciences, High Tech & Software, Utilities, Insurance, Banking, and/or Private Equity.
  • Commitment to inclusion, collaboration, and continuous improvement.
  • Willingness to travel as needed.
  • Based on pay transparency guidelines, the salary range for this role can vary based on your proximity to one of our West Monroe offices (see table below). Information on our competitive total rewards package, including our bonus structure and bene

Benefits

Health insuranceEquity / stock optionsPerformance bonus

Additional Information

Are you ready to make an impact? West Monroe is seeking a dynamic and experienced Senior Consultant of Finance Transformation to join our growing Operations Excellence practice. This role is ideal for a professional who is passionate about modernizing the Office of the CFO-reimagining finance operating models, optimizing end-to-end finance processes, and enabling data-driven decision-making through technology, automation, and analytics. As a Senior Consultant, you will drive complex finance transformation engagements, work with high-performing project teams, and partner closely with CFOs and senior finance leaders to deliver measurable business outcomes. You'll work in a fast-paced, entrepreneurial consulting environment while helping clients translate strategy into sustained execution.


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