Business Transformation Lead – Finance & Sales

Overview: 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.

- 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.

- 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.