Transformation Project Lead

Dallas, TX



  • Drive implementation and standup of technology capabilities for the management company accounting function including a corporate GL, expense management and partnership accounting solutions
  • Design efficient database schema to support the integration of management company accounting systems with data warehouse
  • Drive integration and reporting needs of management company accounting capability to completion
  • Development, debugging and performance tuning of TSQL and ETL processes for reporting and integration
  • Provide guidance and oversight for technology implementations including working with internal constituents as well as external resources and vendors to drive the project to successful completion
  • Provide direction to the development efforts by third party consultancies and vendors including design and code reviews
  • Assist in rethinking key functional management company areas to create best-in-class processes which can be implemented efficiently
  • Establish project milestones and track progress to establish key communication touch points with senior leadership
  • Provide financial reporting guidance throughout the consolidation process
  • Help develop and maintain efficient internal controls and business processes
  • Effectively communicate project and development status to technology team lead and project stakeholders




  • Qualified candidates must possess a Computer Science or Technical degree with 6-8 years of applicable technical experience
  • 2+ years of relevant consulting or industry experience
  • Workday Financials Professional certification or Investran Developer certification preferred
  • Experience in data warehousing and systems integration for financial services institutions required
  • Experience implementing financial services and/or management company accounting systems is required (i.e. Corporate GL, Expense Management, Partnership Accounting)
  • Experience leading requirements gathering phases, producing solution design/functional specifications, pre-delivery testing, client training and supporting systems required
  • Candidate should have experience with the following types of systems: General Ledger, Consolidation, Financial Reporting; Expense Allocation a plus
  • Candidate should have strong experience developing, maintaining, and integrating with data warehouses for financial intuitions
  • Candidate must be well versed in TSQL, ETL and query performance tuning
  • Candidate must be self-motivated and willing to work in a team environment
  • Experience across all phases of the SDLC and Agile software development practices





Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

Date Posted 3/11/2020
Salary $140,000 - $170,000 + bonus

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