Financial Systems Readiness & Adoption Lead

Financial Systems Readiness & Adoption Lead

Location: Hybrid (Milwaukee, WI – up to 3 days per week onsite) Engagement Type: Full-time

Step into a high-impact financial transformation

Trissential is partnering with a mission-driven, highly regulated organization that is undergoing a major financial operations transformation—and they need a steady, experienced leader to help guide the journey. As the Financial Systems Readiness & Adoption Lead, you'll play a pivotal role in ensuring new systems, partners, and processes are not only implemented, but fully understood, embraced, and sustained.

This is a role for someone who thrives in complexity, listens deeply, and brings clarity, structure, and confidence to teams navigating significant change.

What's in It for You?

• Meaningful Impact – Be at the center of a large-scale finance transformation that directly supports a mission-driven organization
• Change Leadership – Lead readiness and adoption efforts across people, processes, vendors, and technology
• Strategic Visibility – Partner closely with senior stakeholders, external vendors, and system implementers
• Balanced Hybrid Model – Enjoy flexibility while staying connected with onsite collaboration in Milwaukee
• Autonomy & Trust – Step into a role where your experience, judgment, and leadership truly matter

Your Role & Responsibilities

• Serve as the connective bridge across internal teams, external vendors, and system implementation partners
• Lead readiness and adoption efforts for the transition to Sage Intacct, replacing MIP Fund Accounting
• Support the transition of fiscal operations to an external end-to-end (E2E) partner
• Translate complex financial, system, and operational discussions into clear, actionable insights
• Identify organizational readiness gaps and drive targeted actions to address them
• Establish practical mechanisms to track progress, risks, decisions, and dependencies
• Capture and document critical processes, institutional knowledge, and transition decisions
• Proactively surface and mitigate risks related to compliance, audits, reporting, and key deadlines
• Support consistent, transparent communication across stakeholders during periods of change

Skills & Experience You Should Possess

• 8+ years of experience in organizational change management, systems transition, or operational transformation
• Strong background working with financial systems and finance-adjacent operations
• Proven ability to operate effectively in ambiguous, fast-moving environments
• High emotional intelligence with the ability to navigate diverse personalities and communication styles
• Exceptional listening, synthesis, and facilitation skills
• Experience working with external vendors, implementation partners, and cross-functional teams
• Ability to balance strategic thinking with hands-on execution

Bonus Points If You Have

• Experience with Sage Intacct implementations or financial system replacements
• Exposure to grants management systems
• Background in highly regulated or audit-heavy environments
• Experience supporting leadership transitions within finance organizations

Education & Certifications You Need

• Bachelor's degree in Finance, Accounting, Business, Information Systems, or a related field
• Change management or project management certifications (Prosci, PMP, etc.) are a plus

What We Offer

At Trissential, we value expertise, adaptability, and partnership. By joining our client's team, you'll work on a complex, high-visibility initiative while being supported every step of the way.

• Competitive Compensation – You choose the model that works best for you, both with company-sponsored benefits! $86–$93 per hour. Final compensation is determined based on skill alignment, years of experience, and fair, market-based rates by geography.
• Comprehensive Benefits for you and your dependents – Medical, dental, vision, free tele-health, HSA with company contribution, life and disability insurance, and 401k with matching
• Paid Time Off – Both compensation models offer paid time away from work
• Hybrid Work Model – Up to three days per week onsite in Milwaukee
• Supportive Partnership – Dedicated Trissential support throughout your engagement

Note: This role is open only to candidates authorized to work in the United States.

Ready to Lead Change That Matters? If you're someone who brings calm to complexity, structure to ambiguity, and confidence to teams navigating transformation, this is your opportunity. Apply today and help shape the future of financial operations with Trissential.