Senior Consultant, Finance Transformation

Dallas, TX Open
West Monroe Partners is looking for Senior Consultant, Finance Transformation in Dallas, TX. This local job opportunity with ID 3864618075 is live since 2026-10-02 23:14:37.

Overview

In this role you will lead finance transformation efforts for CFO-focused engagements, partnering with C-suite leaders to modernize operating models and optimize finance processes. You will drive end-to-end programs leveraging automation, analytics, and AI to deliver measurable business outcomes. You'll work with cross-functional teams in a fast-paced, collaborative environment to translate strategy into practical, lasting action. This is a chance to shape finance modernization at scale and demonstrate impact through data-driven recommendations.

Compensation / Benefits
  • medical, dental, vision insurance
  • basic life insurance
  • 401k with employer matching
  • employee stock ownership plan
  • annual bonuses
  • unlimited flexible time off
Responsibilities
  • Lead end-to-end finance transformation initiatives, from current-state assessments to target operating model design and change management
  • Collaborate with CFOs, Controllers, and FP&A leaders to align finance capabilities with enterprise strategy and growth objectives
  • Design and implement future-state finance processes across FP&A, R2R, O2C, P2P, and Close & Consolidation
  • Drive CFO office modernization via automation, AI, analytics, and scalable finance systems
  • Leverage AI tools to accelerate analysis and support data-driven client recommendations
  • Apply AI technologies to enhance insights, delivery efficiency, and outcomes
  • Collaborate with consultants and cross-functional teams to strengthen transformation capabilities
  • Contribute to analyses, deliverables, and client communications to ensure quality and objective alignment
  • Identify opportunities to expand finance transformation scope within client engagements
  • Develop methodologies, playbooks, and reusable assets; support recruitment and industry presence
Key requirements
  • 3+ years of Finance Transformation experience advising CFOs on large-scale programs
  • Deep functional expertise across R2R, O2C, P2P, FP&A, Close & Consolidation, and related processes
  • Experience modernizing finance through automation, AI, analytics, and finance systems
  • Strong understanding of financial close, consolidation, reporting, and process optimization
  • Advanced analytical and data visualization skills; strong Excel; ability to translate data into executive-ready insights
  • Experience integrating AI tools (e.g., ChatGPT) into workflows with critical thinking to ensure quality outputs
  • Exceptional written and verbal communication and executive storytelling
  • Experience in industries aligned with West Monroe core sectors and willingness to travel
  • Commitment to inclusion, collaboration, and continuous improvement
  • collaboration
  • executive-level communication
  • problem-solving
  • automation
  • analytics
  • AI tools integration (e.g., ChatGPT)

Required Skills