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

$148.2k - $292.3k

Deloitte

Step into a role where you will help shape the future of finance. As part of Deloittes 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 Deloittes 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. Youll 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 Youll 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 Deloittes 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.

Deloitte is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to participate in the recruiting process, please direct your inquiries to the Global Call Center (GCC) at View email address on ihirefinance.com. Recruiting tips

From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Check out recruiting tips from Deloitte recruiters. Benefits

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you. Our people and culture

Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ways of thinking, ideas, and perspectives, and bring more creativity and innovation to help solve our clients' most complex challenges. This makes Deloitte one of the most rewarding places to work. Our purpose
Deloittes purpose is to make an impact that matters for our people, clients, and communities. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. Learn more. Professional development

From entry-level employees to senior leaders, we believe theres always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career. As used in this posting, "Deloitte" means Deloitte & Touche LLP, a subsidiary of Deloitte LLP. Please see for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting.
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. Qualified applicants with criminal histories, including arrest or conviction records, will be considered for employment in accordance with the requirements of applicable state and local laws, including the Los Angeles County Fair Chance Ordinance for Employers, City of Los Angeless Fair Chance Initiative for Hiring Ordinance, San Francisco Fair Chance Ordinance, and the California Fair Chance Act. See notices of various fair chance hiring and ban-the-box laws where available. Fair Chance Hiring and Ban-the-Box Notices | Deloitte US Careers Requisition code: 366479 Job ID 366479 Position Summary

Step into a role where you will help shape the future of finance. As part of Deloittes 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 Deloittes 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. Youll 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 Youll 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 Deloittes 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.

Deloitte is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to participate in the recruiting process, please direct your inquiries to the Global Call Center (GCC) at View email address on ihirefinance.com. Recruiting tips

From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Check out recruiting tips from Deloitte recruiters. Benefits

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you. Our people and culture

Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ways of thinking, ideas, and perspectives, and bring more creativity and innovation to help solve our clients' most complex challenges. This makes Deloitte one of the most rewarding places to work. Our purpose
Deloittes purpose is to make an impact that matters for our people, clients, and communities. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. Learn more. Professional development

From entry-level employees to senior leaders, we believe theres always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career. As used in this posting, "Deloitte" means Deloitte & Touche LLP, a subsidiary of Deloitte LLP. Please see for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting.
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. Qualified applicants with criminal histories, including arrest or conviction records, will be considered for employment in accordance with the requirements of applicable state and local laws, including the Los Angeles County Fair Chance Ordinance for Employers, City of Los Angeless Fair Chance Initiative for Hiring Ordinance, San Francisco Fair Chance Ordinance, and the California Fair Chance Act. See notices of various fair chance hiring and ban-the-box laws where available. Fair Chance Hiring and Ban-the-Box Notices | Deloitte US Careers Requisition code: 366479 Job ID 366479 Caution against fraudulent job offers!

We have been informed of instances where jobseekers are led to believe of fictitious job opportunities with Deloitte US (Deloitte). In one or more such cases, false promises of actual or potential selection, or initiation or completion of the recruitment formalities appear to have been or are being made. Some jobseekers appear to have been asked to pay money to specified bank accounts of individuals or entities as a condition of their selection for a job with Deloitte. These individuals or entities are in no way connected with Deloitte and do not represent or otherwise act on behalf of Deloitte.

We would like to clarify that:

  • At Deloitte, ethics and integrity are fundamental and not negotiable.
  • We are against corruption and neither offer bribes nor accept them, nor induce or permit any other party to make or receive bribes on our behalf.
  • We have not authorized any party or person to collect any money from jobseekers in any form whatsoever for promises of getting jobs in Deloitte.
  • We consider candidates on merit and that we provide an equal opportunity to eligible applicants.
  • No one other than designated Deloitte personnel (e.g., a Deloitte recruiter or Deloitte hiring partner) is permitted to extend any job offer from Deloitte.

Anyone who at any time has made or makes any payment to any party in exchange for promises of job or selection for a job with Deloitte or any matter related to this (including those for registration, verification or security deposit) or otherwise engages with any such person who has made or makes fraudulent promises or offers, does so (or has done so) entirely at their own risk. Deloitte takes no responsibility or liability for any such unauthorized or fraudulent actions or engagements. We encourage jobseekers to exercise caution.

Vacancy posted 6 days ago
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    Senior
    Private practice
    Work at office

    BDO International

    Houston, TX
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    Senior
    Full time
    Live in
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