About the Role
West Monroe is seeking a Senior Manager to lead close, consolidation, reconciliation, and reporting automation engagements within the CFO Advisory team. This role requires a finance transformation leader with strong accounting judgment and systems delivery experience to guide clients in applying automation and AI to accounting workflows while maintaining control and integrity.
Responsibilities
- Lead close, consolidation, reconciliation, and reporting automation engagements from assessment through stabilization.
- Design sustainable close and reconciliation processes, applying automation and AI to accounting workflows.
- Develop teams, expand client relationships, and strengthen the firm's close and consolidation capabilities.
- Design close architectures addressing task dependencies, subledger cutoffs, journal entry workflows, intercompany processing, consolidation sequencing, reporting timelines, and executive governance.
- Lead risk-based reconciliation rationalization, including account segmentation, materiality tiering, frequency, ownership, evidence requirements, auto-certification criteria, and exception management.
- Design solutions aligning accounting policy, process, data, technology, SOX controls, IT general controls, and audit evidence requirements.
- Lead implementation work across platforms such as BlackLine, Trintech Cadency or Adra, FloQast, and comparable close and reporting solutions.
- Partner with Controllers, Chief Accounting Officers, internal audit, external audit, finance technology leaders, and process owners to resolve complex design decisions and drive adoption.
- Advise on consolidation and intercompany design, including eliminations, foreign currency, ownership changes, pushdown accounting, and reporting requirements.
- Own engagement delivery across scope, budget, profitability, staffing, risk, quality, and client satisfaction.
- Apply AI and automation to close analysis, reconciliations, anomaly detection, journal support, documentation, and testing.
- Build trusted relationships with CFOs, Controllers, Chief Accounting Officers, finance transformation leaders, and external audit stakeholders.
- Identify and shape follow-on opportunities across close optimization, consolidation, reconciliation, external reporting, finance data, EPM, ERP, automation, and controls.
- Contribute to proposals, statements of work, solution design, pricing, and executive presentations.
- Stay current on emerging accounting technology, AI-native close tools, regulatory developments, and leading practices.
- Develop and maintain close assessment tools, reconciliation rationalization methods, control design guides, implementation playbooks, testing templates, and reusable client assets.
- Lead, coach, and mentor Senior Consultants and Consultants, providing quality review and feedback.
- Serve as a Career Advisor and participate in performance management, recruiting, interviewing, onboarding, and capability development.
- Collaborate across CFO Advisory, EPM, ERP Strategy, Data and AI, Technology and Experience, Organization and People, and industry teams.
Requirements
- Bachelor's degree in accounting, finance, information systems, or a related discipline, or equivalent experience.
- 10+ years of progressive experience across audit, controllership, Record-to-Report transformation, and close automation implementation.
- Experience delivering at least three full-lifecycle close, reconciliation, consolidation, or reporting technology implementations.
- Direct experience owning or performing month-end close activities within a corporate accounting environment.
- Deep implementation knowledge in BlackLine across Account Reconciliations, Task Management, Transaction Matching, and Journal Entry, or equivalent depth in Trintech Cadency, Adra, FloQast, or comparable platforms.
- Strong knowledge of consolidation mechanics, intercompany eliminations, journal entry governance, account reconciliations, and financial reporting.
- Working knowledge of technical accounting topics such as ASC 606, ASC 842, ASC 805, and pushdown accounting.
- Experience designing risk-based reconciliations and auto-certification thresholds.
- Experience with SOX narratives, control documentation, testing considerations, and IT general control concepts.
- Experience in public company or private equity-backed reporting environments.
- Proven engagement management skills across scope, budget, work plans, risks, issues, testing, cutover, team leadership, and executive communication.
- Demonstrated people leadership experience and a passion for developing and coaching team members.
- Strong analytical, data visualization, and communication skills.
- Experience using AI tools in day-to-day work to improve productivity and insight generation.
- Ability to work permanently in the United States without sponsorship.
- A commitment to inclusion and diversity, and openness to new ideas and perspectives.
- Ability to travel up to 50 percent based on client and engagement needs.
Skills
- Accounting judgment
- Systems delivery
- Finance transformation
- Automation
- AI
- Record-to-Report
- Close process
- Consolidation
- Reconciliation
- Reporting
- SOX controls
- IT general controls
- Engagement management
- People leadership
- Coaching
- Mentoring
- Analytical skills
- Data visualization
- Communication skills
- Critical thinking
Location
- Seattle
- Washington, D.C.
- Los Angeles
- New York City
- San Francisco
- Remote
Work Type
- Full-time
- Hybrid
Experience Level
- Senior Manager
- 10+ years of experience
Education Level
- Bachelor's degree in accounting, finance, information systems, or a related discipline, or equivalent experience.
Salary/Compensations
- Seattle or Washington, D.C.: $194,100—$228,400 USD
- Los Angeles: $203,400—$239,300 USD
- New York City or San Francisco: $212,600—$250,100 USD
- A location not listed above: $184,900—$217,500 USD
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Basic life insurance
- 401k plan
- Employee stock ownership program
- Annual bonuses
- Unlimited flexible time off
- Ten paid holidays
- Ten weeks of paid parental leave
About the Company
- West Monroe is a global business and technology consulting firm passionate about creating measurable value for clients and delivering real-world solutions.
- We combine business and technology expertise, focusing on how technology is applied to solve challenges and generate value.
- We zero in on the heart of the opportunity, getting to results faster and preparing people for what’s next.
- Our approach involves co-creation, collaboration, and turning vision into clear action with lasting impact.
Equal Opportunity
- West Monroe is an Equal Employment Opportunity Employer.
- We base employment decisions on merit, experience, and potential, without regard to race, color, national origin, sex, sexual orientation, gender identity, marital status, age, religion, disability, veteran status, or any other characteristic prohibited by federal, state or local law.
- Information on diversity, equity and inclusion at West Monroe is available at www.westmonroe.com/inclusion.
- Reasonable accommodation requests for the recruiting process can be made by emailing recruiting@westmonroe.com.
