Senior Manager of Finance Transformation, MeridianLink
$150-218k
+ Stock options or other equity-based awards
Digital lending platform for every financial institution
Job no longer available
Digital lending platform for every financial institution
501-1000 employees
Job no longer available
$150-218k
+ Stock options or other equity-based awards
501-1000 employees
Company mission
To be the most trusted financial services technology platform.
Role
Who you are
- The role requires the establishment of annual objectives and execution of tactics to meet MeridianLink objectives
- Ability to provide guidance and direction to subordinates within the parameters of MeridianLink policies
- Verbal and written communication skills with the ability to present complex ideas and influence stakeholders at all levels of the organization
- Ability to interpret financials within the scope of MeridianLink's impact and longevity
- Ability to execute financials, business planning, organizational priorities, and workforce
- Bachelor’s degree and 6+ years of experience
- Experience in finance transformation, management consulting, or a related role in a B2B SaaS or technology-driven organization. Proven experience leading complex, cross-functional finance transformation programs with measurable impact on business performance
- Experience with financial systems implementation and optimizing financial processes such as order-to-cash (OTC), procure-to-pay (P2P), and financial reporting within SaaS environments
- Ability to lead large-scale finance transformation initiatives with cross-functional teams
- Experience collaborating with finance and accounting executives
- Experience with process improvement methodologies such as Lean, Six Sigma, or similar approaches
- Ability to identify operational inefficiencies and implement scalable solutions
- Experience developing and leading change management strategies, ensuring successful adoption of initiatives, and minimizing disruption
- Experience in data-driven decision-making and developing insights from business metrics
- Proficiency in leveraging data for process optimization and finance transformation
What the job involves
- The Sr. Manager, Finance Transformation will be focusing on change management strategy, with the aim to align people, process, and technology initiatives of a company more closely with its business strategy and vision
- The role will oversee the highly visible, complex financial programs designed to enable operational excellence, support business growth, and enhance overall financial effectiveness within the organization
- The role is responsible for partnering with senior executives and financial leaders to design and implement initiatives to address financial and industry challenges
- Sr. Manager of Finance Transformation will own and manage large-scale, cross-functional finance transformation programs, ensure alignment with the company’s strategic objectives, and drive initiatives focused on financial process optimization, operational scalability, and efficiency
- The role will collaborate with executive leadership, particularly the CFO and finance teams, to prioritize initiatives and ensure alignment across the business. Act as a key advisor to executives on operational improvements and strategic execution
- Expected to develop plans, roadmaps, and timelines for initiatives while identifying and mitigating risks while maintaining a focus on program objectives and deliverables
- Sr. Manager of Finance Transformation will drive continuous improvement initiatives aimed at streamlining financial processes, optimizing financial workflows, and reducing inefficiencies across the finance and accounting functions through leveraging industry best practices and data-driven insights to implement sustainable changes
- Expected to develop and lead change management strategies to ensure successful adoption of transformation efforts across the business through implementing effective communication, training, and stakeholder engagement plans to foster buy-in and reduce resistance to change
- The role will lead cross-functional project teams and foster collaboration across finance, accounting, IT, operations, and other departments to ensure initiatives are executed cohesively
- Sr. Manager of Finance Transformation will use advanced analytics and key performance metrics to track progress, measure success, refine initiatives, and ensure programs drive measurable business outcomes, including revenue growth, cost savings, and operational efficiency
Our take
MeridianLink provides modern software platforms for financial institutions and consumer reporting agencies. Specifically, it powers digital lending and account opening for the former and data verifications for the latter.
The company has been trusted for over 20 years and has remained adaptable and open to change with the industry, such as its recent addition of engagement features that offer new ways to help financial services drive growth, reach target audiences and adjust campaigns to meet business and customer needs. It has therefore maintained a number of impressive customers, from BankPlus and American United to FirstBank and TwinStar.
Building on this track record, MeridianLink was recently acquired by Centerbridge Partners, marking an important step forward. Going private in this $2B deal gives the company flexibility to accelerate innovation, expandi ts platform, and leverage AI and data more effectively. With Centerbridge's support, MeridianLink is in a good position to strengthen its competitive edge and continue helping financial institutions grow in a rapidly evolving market.
Freddie
Company Specialist at Welcome to the Jungle
Insights
1% employee growth in 12 months
Company
Company HQ
Irvine Technology Center, Irvine, CA
Leadership
Larry Katz
(CEO, President & Board Director)Larry joined MeridianLink in 2023 as CFO and became CEO in 2025.
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