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BloomReach is seeking a Finance Operations Transformation Manager to modernize and transform end-to-end finance and accounting operations. The role is pivotal in driving core operating strategy across multiple teams, with emphasis on process design, automation, and AI-driven workflow optimization.
Key responsibilities include analyzing current-state finance processes, workflows, and governance to identify improvement opportunities. You will develop future-state process designs and business requirements, then project-manage implementation of workflow automation, analytics, and AI solutions. The role requires hands-on involvement in setting up manual processes, operating them as needed, and transitioning to ultimate team ownership after automation is implemented (Build > Operate > Transfer model).
A primary initial focus is building capabilities to drive value realization by monitoring platform usage and working with sales to address overages, manage waiver decisions, invoice fees, upsell opportunities, and customer remediation. This requires understanding contractual terms, usage data, cost-margin analysis, and commercial resolution strategies. You will partner directly with Sales on overage management, provide analysis and negotiation support, and identify patterns to flag upsell or cost-saving opportunities.
Additional responsibilities include leading stakeholder discussions and change management activities, developing policies and frameworks for decision-making, spearheading efficiency and compliance improvements across finance operations, and identifying cost-saving opportunities through process improvements and automation. You will work cross-departmentally with engineering, product, and sales to gather requirements and insights, prepare finance operations for packaging changes, and ensure new packaging models are operationally supported by finance systems and reporting from day one.
The ideal candidate has strong interest in process design, automation, and leveraging AI tools to build and transform workflows. You will help scale operations to $500M+ and drive both internal performance and customer experience improvements.
