Accounting and Finance Process Transformation Specialist

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team.

The Accounting and Finance Process Transformation Specialist is a newly developed position in the Accounting & Finance department responsible for driving changes in how accounting and finance functions operate within the organization. The role typically focuses on optimizing and modernizing financial processes, leveraging technology to improve efficiency, and ensuring that these changes align with broader business objectives.

The person in the role will work closely with the global controllership organization as well as leadership across Shared Services, FP&A, Treasury, Technology and other areas within the business units. The will be required to be an excellent presenter (written and verbal) and clearly communicate to executive audiences.

Process Transformation Strategy:

• Lead the development and execution of a comprehensive process transformation strategy across all finance and accounting functions (e.g., accounts payable, accounts receivable, financial reporting, tax, general ledger, etc.).

• Identify and prioritize areas for process improvement, cost savings, and operational efficiency, ensuring alignment with the company’s overall strategic goals.

• Collaborate with senior leadership to define the roadmap for process transformation and ensure the vision is clearly communicated to the organization.

Technology and Automation:

• Champion the adoption and implementation of financial technologies (e.g., ERP systems, AI, robotic process automation) to automate and streamline processes.

• Work closely with IT and digital transformation teams to integrate new tools and platforms into the finance ecosystem.

• Ensure data integrity, security, and compliance in automated financial systems and reporting.

Project Management and Execution:

• Lead and manage cross-functional teams to implement process changes and new technologies, ensuring projects are completed on time, within scope, and on budget.

• Develop and maintain detailed project plans, status reports, and documentation to track progress and outcomes.

• Oversee the training and development of finance teams to ensure smooth adoption of new processes and systems.

Continuous Improvement:

• Drive continuous improvement initiatives by regularly evaluating the effectiveness of implemented processes, systems, and controls.

• Establish metrics and KPIs to measure the success of transformation efforts and make data-driven adjustments as necessary.

• Foster a culture of continuous improvement within the finance department, encouraging innovation and problem-solving.

Change Management:

• Manage change within the finance and accounting teams, ensuring smooth transitions during the implementation of new processes or systems.

• Develop and execute change management strategies to gain buy-in from stakeholders and minimize resistance to new initiatives.

• Provide leadership and guidance to teams throughout the transformation journey, ensuring alignment with company objectives.

Stakeholder Communication:

• Act as the primary point of contact for all transformation-related matters, communicating progress, challenges, and successes to senior leadership and other stakeholders.

• Build and maintain strong relationships with key business units, including operations, IT, and HR, to ensure alignment and collaboration.

Key Requirements:

• Education & Certifications:

  • Bachelor’s degree in Accounting, Finance, Business Administration, or a related field. MBA or relevant certifications (e.g., CPA, CMA) preferred.

• Experience:

  • Minimum of 8-12 years of experience in finance and accounting, with at least 5 years in process improvement, finance transformation, or Finance project management roles.

  • Experience leading large-scale finance process re-engineering or automation projects, particularly in ERP systems (e.g., SAP, Oracle, Microsoft Dynamics).

  • Proven track record of driving technology adoption and process optimization in a financial context.

• Skills & Competencies:

  • Strong knowledge of accounting principles, financial systems, and financial reporting processes.

  • Expertise in process design, workflow analysis, and performance metrics.

  • Experience with business process management (BPM), robotic process automation (RPA), and other process optimization technologies.

  • Excellent project management skills with the ability to lead cross-functional teams.

  • Strong communication, negotiation, and interpersonal skills to interact with senior executives and key stakeholders.

  • Analytical mindset with the ability to solve complex problems and think strategically.

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We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates everyone’s unique perspective. 

Use of AI in Hiring 

As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.