Senior Consultant, Finance Transformation Dallas

Senior Consultant, Finance Transformation

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.

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.
• 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.

What you’ll bring

• 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.
• 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…