Senior Finance Transformation and Automation Lead

ROSE is a Finance as a Service (FaaS) leader supporting organizations by harmonizing People, Process, Technology, Organization, and Data to deliver financial clarity and eliminate complexity. Through Easby®, our system of engagement built on enterprise-grade, hyper-automation technology, we manage finance, accounting, and tax activities, transform data into decision-ready insights, and empower leadership teams to perform at their highest level. Our Mission: ROSE is dedicated to automating 85% of finance and accounting activities by 2030 while providing meaningful work and growth opportunities for its employees. Our Vision: To be the leading provider of finance and accounting automation, setting the standard for efficiency and innovation while fostering a culture of professional development and opportunity. The Opportunity We are seeking a Senior Finance Transformation & Automation Lead to help our clients fundamentally rethink how finance works. This role is ideal for a self-directed finance transformation professional who thrives in ambiguity, excels at diagnosing complex financial and operational challenges, and has a passion for automation, integration, and scalable process design. You will work directly with CEOs, COOs, CFOs, and Executive Directors to assess current-state finance and accounting operations, identify gaps, and design and implement future-state solutions that improve speed, accuracy, insight, and control. You will operate as both a trusted advisor and a hands-on problem solver-owning needs analysis while collaborating with a high-caliber team to deliver measurable outcomes. What You'll Do Lead Finance Transformation Initiatives

• Conduct independent, end-to-end needs assessments across finance and accounting functions (A/P, A/R, GL, close, reporting, budgeting, and forecasting).

• Facilitate executive-level discovery sessions to understand business strategy, pain points, constraints, and success metrics.

• Translate business needs into clearly defined current-state and future-state process designs.

Process, Data & Automation Design

• Develop detailed GAP analyses that identify inefficiencies, control risks, data issues, and automation opportunities.

• Design scalable, future-state finance processes that leverage automation, system integration, and best practices.

• Partner with technical and functional teams to integrate and automate data across ERP, sub-ledgers, payroll, CRM, POS, and reporting platforms.

Execution & Change Management

• Create actionable implementation roadmaps with clear priorities, dependencies, timelines, and success measures.

• Manage stakeholder expectations and guide organizations through change management, adoption, and behavioral shifts.

• Support configuration, testing, validation, and deployment of new processes and automated workflows.

Client & Executive Partnership

• Serve as a trusted advisor to C-suite and executive leadership, clearly communicating insights, recommendations, and trade-offs.

• Present findings, business cases, and implementation plans in a concise, executive-ready manner.

• Collaborate closely with ROSE accounting, finance, operations, and technology professionals to deliver cohesive solutions., If you are energized by complex problem-solving, passionate about finance automation, and excited to help organizations transform finance from a bottleneck into a strategic advantage, we'd love to meet you. See more on our state-of-the-art technology platform here: https://www.easby.ai/ ROSE is an Equal Opportunity Employer. ROSE will not tolerate discrimination against any employee or applicants on any legally-recognized basis including, but not limited to: age; ancestry; childbirth or related medical condition; citizenship; color; creed; familial status; genetic information; height; weight; marital status; national origin; physical or mental disability or handicap; pregnancy; race; religion; sex; sexual orientation; uniform service member status or veteran status. Third-party resume submissions are not accepted. Any resume submitted will be considered the property of ROSE, and ROSE will not be held liable to pay a placement fee.

• 7+ years of experience in finance transformation, financial operations, consulting, or automation-enabled process improvement.

• Deep understanding of core finance and accounting processes and how they scale in growing organizations.

• Proven experience conducting needs analysis, GAP assessments, and designing future-state operating models.

• Hands-on experience with finance systems and automation/integration tools (i.e. BI tools, N8N, Zapier, and similar platforms).

• Strong data and systems mindset with the ability to connect process design to data integrity and reporting outcomes.

• Exceptional communication skills with demonstrated comfort advising CEOs, CFOs, COOs, and Boards.

• Self-starter mentality with the ability to operate independently while collaborating effectively with cross-functional teams.

• Experience managing change, influencing stakeholders, and driving adoption of new ways of working.

• Competitive Compensation: Competitive base compensation with performance-based incentives for professionals who create impact and drive results.

• Meaningful Work: Solve complex, high-value finance challenges that directly impact leadership decision-making.

• Growth & Autonomy: Significant opportunity for professional growth, leadership, and ownership in a fast-scaling organization.

• World-Class Team: Work alongside experienced finance, accounting, and technology professionals who value excellence and collaboration.

• Comprehensive Benefits: Health insurance subsidies up to 80%, Work + Life Fit flexibility, 401(k) with company match, and education reimbursement.

Covista + Columbia, MD + $61,721-108,335 per year Company Description About Covista Covista is America's largest healthcare educator, serving more than 97,000 students and supported by a community of 385,000 alumni across five…