Managed Services Deal Architect - Record-to-Report (R2R) | Financial Services Industry

Step into a role where you will help shape the future of finance. As part of Deloitte’s 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 Deloitte’s 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 10/31/2026.

As a Manager, Solution Delivery in our Finance Operate practice, you will help grow our Controllership / Record-to-Report managed services offering in the Financial Services Industry. You’ll shape client solutions, support sales pursuits, partner with senior leaders, and contribute to mobilization and delivery excellence.

This role combines accounting domain expertise, managed services solutioning, Financial Services Industry experience, commercial acumen, and strong client leadership.

Work You’ll Do

As a Manager, Solution Delivery, you will:

• Architect and shape managed services solutions for Controllership / Record-to-Report opportunities within the Financial Services Industry
• Lead business development activities, sales pursuits, proposal development, client presentations, pre-request for proposal materials, and request for proposal responses for Finance Operate opportunities
• Manage Finance Operate deal flow for the Financial Services sector, including pipeline visibility, opportunity qualification, pursuit prioritization, solution coordination, and handoff to mobilization and delivery teams
• Lead or support engagement mobilization and ongoing delivery, including governance setup, transition planning, service management, issue resolution, and operational reporting
• Drive continuous improvement, standardization, automation, and technology enablement across finance operations engagements

A successful candidate would possess these skills:

• Ability to work independently and collaborate as part of a team
• Effective written and verbal communication skills
• Meticulous attention to detail and quality of work product
• Ability to build and sustain professional relationships
• Ability to lead projects or workstreams
• Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
• Strong interpersonal skills and professional demeanor
• Ability to meet deadlines
• Ability to mentor and provide clear guidance to others

The team

Our Finance Operate offering provides ongoing operation of the finance function as an extension of Deloitte’s 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
• 10+ years of experience in accounting, financial reporting, controllership, record-to-report operations, or finance transformation
• 6+ years of experience in managed services, shared services, outsourced delivery, or finance operations
• 6+ years of experience working within the Financial Services Industry or serving Financial Services clients
• Experience supporting or leading solutioning, transition, mobilization, or delivery for finance managed services
• 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
• Experience in audit, controllership, or finance transformation
• Experience with enterprise resource planning platforms or finance technologies, including SAP, Oracle, Workday, BlackLine, or OneStream
• Experience supporting process improvement, automation, or service delivery transformation initiatives
• 12+ years of experience in finance, controllership, managed services, or solution delivery

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 $122,000 to $240,500.

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.