Finance Integration & Automation Leader

Job Summary

This role will report into Chief Accounting Officer. This position will be responsible to lead the seamless financial integration of the acquired entities / business into Clearwater’s existing operations, as well as to drive automation in current accounting processes. The ideal candidate will have a strong background in systems automation, project management, and process optimization, with excellent communication skills to align stakeholders across both organizations. This role is crucial for ensuring that acquired businesses’ systems and processes are effectively integrated, delivering value and efficiency across our unified operational framework.

Key Responsibilities:

Integration Strategy:

• Develop and implement a comprehensive integration plan for acquisitions, outlining key milestones, deliverables, and timelines.
• Collaborate with leadership teams to align integration objectives with overall business goals.
• Act as the primary point of contact between the acquired businesses and Clearwater during the integration process.
• Facilitate communication and collaboration among stakeholders to ensure alignment and address concerns.

Systems Automation:

• Assess existing systems and identify gaps in technology and automation between the acquired businesses and Clearwater, as well as automation of current manual processes, including any tool implementation.
• Coordinate with IT teams to design and execute systems integration and automation solutions.

Process Alignment:

• Review and map current processes from both organizations and identify opportunities for alignment across regions and entities.
• Work with cross-functional teams to standardize processes, ensuring that best practices are followed and efficiencies are realized.

Order to Cash (OTC) Management:

• Oversee the integration of OTC processes from the acquired businesses into Clearwater's existing framework, ensuring smooth transitions in billing, collections, and cash management.
• Collaborate with finance and sales teams to optimize OTC processes for efficiency and effectiveness.

Project Management:

• Manage integration-related projects, ensuring timely execution and adherence to budgets, while minimizing disruption to daily operations.
• Track progress and report on the status of integration initiatives to senior management.

Training and Support:

• Develop training materials and conduct training sessions for employees on new systems and processes.
• Provide ongoing support and troubleshooting for teams affected by the integration.

Qualifications:

• Master’s degree, preferably with formal training in digitization, change management, or project management.
• 12-15 years of experience in project management, process improvement, or systems integration roles.
• Strong understanding of systems automation tools and methodologies.
• Proven track record of successfully managing integration projects, preferably in an M&A context.
• Excellent analytical, problem-solving, and organizational skills.
• Exceptional communication and interpersonal skills, with the ability to work effectively with diverse teams.
• Proficient in project management and collaboration tools.