Senior Manager, Finance Managed Services - Controllership & Record-to-Report | Financial Services Industry

Deloitte • Stamford, CT, United States • 2h ago

Step into a role where you will help shape the future of finance. As part of Deloitte's Finance Operate team, you will work with CFOs, controllers, and finance leaders to address complex finance and accounting challenges through scalable managed services solutions. Leveraging Deloitte's industry experience, technology ecosystem, and delivery capabilities, you will help clients modernize finance operations, strengthen controls and reporting, and drive better business outcomes.

Recruiting for this role ends 12/31/2026.

As a Senior Manager, Solution Delivery in our Finance Operate practice, you will lead the growth and delivery of our Controllership / Record-to-Report managed services offering in the Financial Services Industry. You'll lead complex client solutions and sales pursuits, advise senior client and Deloitte stakeholders, oversee mobilization and delivery excellence, and help build scalable capabilities across the practice.

This role combines deep accounting and controllership expertise, managed services solutioning, Financial Services Industry experience, commercial leadership, executive presence, and the ability to lead complex client engagements and teams.

Work You'll Do

As a Senior Manager, Solution Delivery, you will:

Own the strategy and execution of complex managed services solutions for Controllership / Record-to-Report opportunities within the Financial Services Industry.

Lead high-priority business development activities, sales pursuits, proposal development, client presentations, pre-RFP materials, and RFP responses for Finance Operate opportunities.

Serve as a senior advisor to clients and Deloitte leadership, translating finance challenges into scalable operating models, service delivery approaches, value propositions, and transformation roadmaps.

Lead Finance Operate pipeline and deal-flow management for the Financial Services sector, including opportunity qualification, pursuit prioritization, solution governance, executive alignment, and handoff to mobilization and delivery teams.

Oversee engagement mobilization and delivery excellence, including governance, transition planning, service management, operational reporting, quality management, issue resolution, and executive escalations.

Partner with account and industry leaders to identify growth opportunities, develop client relationships, and expand Finance Operate services.

Drive standardization, automation, continuous improvement, and technology enablement across finance operations engagements.

Develop repeatable solution assets, methodologies, delivery approaches, and points of view for Controllership and Record-to-Report managed services.

Lead and coach teams of managers, consultants, and subject-matter professionals; support talent development, recruiting, staffing, and performance management.

Contribute to practice growth through thought leadership, internal collaboration, knowledge sharing, and market development activities.

A successful candidate would possess these skills:

Executive presence and the ability to build credibility with CFOs, controllers, finance executives, and senior client stakeholders.

Strong written and verbal communication skills, including the ability to lead executive presentations and facilitate complex working sessions.

Demonstrated commercial acumen and the ability to connect client needs to solution design, value creation, and delivery feasibility.

Ability to lead complex, multi-workstream pursuits and engagements with limited oversight.

Strong judgment, structured problem-solving skills, and the ability to navigate ambiguity.

Ability to build and sustain trusted client, account, alliance, and internal relationships.

Experience leading, coaching, and developing high-performing teams.

Ability to manage competing priorities, deadlines, risks, and senior stakeholder expectations.

Meticulous attention to detail and commitment to high-quality work products.

Ability to influence across functions and operate effectively in a fast-paced, matrixed environment.

The team

Our Finance Operate offering provides ongoing operation of the finance function as an extension of Deloitte's broader Finance Transformation portfolio. We help organizations improve finance performance through managed services across key domains such as Controllership / Record-to-Report, FP&A, Treasury, and Finance Technology. Our professionals combine finance domain expertise, operational discipline, technology-enabled delivery, and deep industry experiences to help clients achieve sustainable outcomes at scale.

Qualifications

Required:

Bachelor's degree in Finance, Accounting, or a related field.

12+ years of experience in accounting, financial reporting, controllership, Record-to-Report operations, finance transformation, or related finance services.

8+ years of experience in managed services, shared services, outsourced delivery, finance operations, or related service delivery environments.

8+ years of experience working within the Financial Services Industry or serving Financial Services clients.

Demonstrated experience leading complex solutioning, sales pursuits, transition, mobilization, and/or delivery for finance managed services.

Experience leading client presentations, proposal development, pre-RFP materials, RFP responses, or comparable business development activities.

Experience leading teams, complex projects, or multiple workstreams.

Ability to travel 50%, on average, based on the work you do and the clients and industries/sectors you serve.

Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.

Preferred:

Master's degree in Finance, Accounting, or a related field.

Active Certified Public Accountant license.

15+ years of experience in finance, controllership, managed services, finance transformation, or solution delivery.

Experience leading complex Finance Operate or finance managed services pursuits from qualification through mobilization.

Experience developing operating models, service delivery approaches, staffing models, performance metrics, or transformation roadmaps.

Experience with audit, controllership, finance transformation, or financial services operating model design.

Experience with enterprise resource planning platforms or finance technologies, including SAP, Oracle, Workday, BlackLine, or OneStream.

Experience leading process improvement, automation, standardization, or service delivery transformation initiatives.

Demonstrated success building client relationships and expanding managed services opportunities.

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $148,200 to $292,300.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.