Vice President, Finance Transformation Specialist

TradewebNew York, NY
4d$105,000 - $235,000Hybrid

About The Position

We are seeking a high-performing Finance Transformation Specialist to lead program and change management of a new billing system and support development of reports, analytics and AI use cases related to Billing and Revenue. This role is central to the CFO’s multi-year transformation agenda, with a strong pipeline of projects over the next 3-5 years. While system-specific knowledge is not required, the ideal candidate will bring a CPA background, Big Four or equivalent transformation experience, experience with data visualization tools such as Tableau and PowerBI, and a track record of detailed project planning and execution. This is a high-visibility role working across Billing, Finance, Technology and the business, with frequent exposure to senior leadership.

Requirements

  • Experience leading or coordinating teams in finance system implementations or complex projects.
  • Track record of delivering in high-pressure, complex finance transformation environments.
  • Demonstrated ability to reconcile legacy financial systems to new platforms, ensuring data integrity and consistency.
  • Strong Excel skills; experience with SQL, Alteryx, or other data tools is an advantage.
  • Strong analytical skills and prior experience with data visualization tools
  • Experience using AI in day to day work of Finance
  • Outstanding problem-solving ability — someone who anticipates issues, finds workarounds, and goes beyond the brief to deliver complete, accurate solutions.
  • Excellent documentation, and communication skills, with the ability to collaborate across departments and external partners.

Nice To Haves

  • Accounting qualification (CPA or equivalent).
  • Prior involvement in contract digitisation or billing configuration.
  • Hands-on expertise in Zuora or similar cloud-based billing systems (SAP, Oracle, etc.).

Responsibilities

  • Lead program management, back testing, change management and go-live readiness
  • Own & manage Jira and Confluence ensuring accuracy of tickets, timeline and documentation
  • Lead development of our new reporting & analytics capabilities including use of AI
  • Design and manage mock migrations, data validations, and test cycles (e.g., UAT, cutover dry runs).
  • Troubleshoot and resolve data discrepancies, mapping issues, and logic gaps in coordination with finance, legal, and technology stakeholders
  • Oversee offshore resources under the broader transformation team to support execution and testing.
  • Ensure proper governance, documentation, and control standards throughout project phases.
  • Identify and communicate how AI-enabled capabilities can improve finance operations, efficiency, and compliance.
  • Support change management, training, and knowledge transfer activities as the applications move into adoption.
  • Participate in CFO rotation program opportunities to broaden organizational knowledge and career growth.

Benefits

  • Health Insurance: Highly competitive medical, dental, and vision programs
  • Hybrid Environment: Our employees have the flexibility of working in the office and from home.
  • Health Care and Dependent Care Flexible Spending Accounts: You may elect to set aside pre-tax earnings to pay for eligible health care and dependent day care expenses for you and your eligible family members.
  • Maven Family Building Benefit: Maven offers support for fertility and preconception; pregnancy and post-partum; adoption; surrogacy and pediatrics for children up to age 10. Tradeweb provide a $10,000 lifetime reimbursement towards fertility, egg freezing, adoption and surrogacy expenses.
  • Building Wealth - 401(k) Savings Plan: Employees are immediately eligible for the 401(k) plan. Participants may contribute up to 75% of eligible compensation into a traditional 401(k) and/or Roth 401(k). Tradeweb will match 100% of the first 4% of compensation that you contribute.
  • Pre-Tax Commuter Benefits Program
  • ARAG Legal Services
  • Employee Assistance Program
  • Tuition Reimbursement
  • Financial Wellness Tools
  • Travel Assistance Benefits
  • Pet Insurance
  • Corporate Gym Subsidies
  • Wellness Perks
  • Paid Time Off and Parental Leave
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