Business Transformation Lead – Finance

6 days ago

Maple ON, Canada Northern Transformer Full time

Northern Transformer is a rapidly growing transformer manufacturing company committed to innovation, quality, and operational excellence. As we scale, we are investing in next-generation financial and sales systems to support smarter decision-making, streamlined operations, and scalable growth across multiple sites.

We are seeking a dynamic and technically adept Business Transformation Lead – Finance & Sales to drive digital transformation across both Finance and Sales Operations. This hybrid role offers a unique opportunity to work directly with the CFO and Sales leadership to implement and optimize critical systems including FP&A platforms, ERP tools (Epicor Kinetic), CPQ workflows, and project management solutions.


Key Responsibilities:Finance & Accounting Systems:

  • Lead implementation of FP&A software for forecasting, reporting, and scenario analysis.
  • Drive automation of Accounts Payable processes and standardization across sites.
  • Design and implement a multi-site financial reporting framework.
  • Build dynamic financial models and dashboards to support strategic decision-making.
  • Supporting the process of budgeting, forecasting, variance analysis, and profitability assessments.

Sales & Commercial Operations:

  • Redesign RFQ and quoting processes using Epicor Kinetic and CPQ tools.
  • Transition from Excel-based quoting to scalable, system-based workflows.
  • Enhance project management tools (e.g., Smartsheet) for better milestone tracking and visibility.
  • Integrate new tools with Epicor Kinetic to ensure data consistency and cross-functional coordination.
  • Build dashboards to track quoting efficiency, sales funnel performance, and project status.

Cross-Functional Leadership:

  • Collaborate with Finance, Sales, and Operations teams to align systems with business needs.
  • Provide training and documentation to ensure high adoption of new tools.
  • Champion digital transformation initiatives and continuous improvement efforts.

Qualifications:Education & Credentials:

  • Bachelor's degree in Accounting, Finance, Business Systems, or related field.

Experience:

  • 5+ years in financial analysis, sales operations, or ERP/business systems roles.
  • Experience in manufacturing and multi-site environments is a strong asset.
  • Proven track record implementing FP&A, CPQ, ERP, and project management tools.

Technical Skills:

  • Advanced Excel modeling and data analysis.
  • Proficiency with Power BI, Epicor Kinetic, Smartsheet, and FP&A platforms (e.g., Vena, Adaptive Insights).
  • Familiarity with AP automation and CRM systems.

Soft Skills:

  • Strategic thinker with a process improvement mindset.
  • Strong communicator and cross-functional collaborator.
  • Highly organized, self-directed, and adaptable to fast-paced environments.
  • Detail-oriented with a commitment to data integrity and operational excellence.

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