Fractional Finance Transformation Lead

Job summary

Assess, redesign, document, and standardize finance processes across accounting operations, reporting, budgeting, and controls. Partner with Finance and cross-functional teams to improve systems, automate workflows, implement changes, and track measurable transformation outcomes.

Job details

Why Join BoomerangFX? BoomerangFX is redefining how private-pay healthcare practices operate and grow. Recognized through Deloitte’s Technology Fast 500 program as one of North America’s fastest-growing technology companies, BFX brings together practice management software, digital marketing, and AI-powered solutions to help healthcare providers build stronger, more profitable businesses. With offices across Canada, the United States, the United Kingdom, Australia, and India, we are building a global healthcare technology company with an ambitious vision: to become the AI operating system and growth infrastructure for private-pay healthcare. Our next phase requires financial leadership and operational discipline to turn rapid growth into lasting enterprise value. As Fractional Finance Transformation Lead, you will work closely with Finance leadership and cross-functional teams to modernize and strengthen the Finance function. This is a hands-on transformation role focused on improving processes, strengthening controls, documenting and standardizing workflows, optimizing finance systems, and driving automation. The ideal candidate brings strong finance transformation experience and enjoys turning manual, inconsistent processes into scalable, efficient, and repeatable operating models. Your role in Nutshell You will assess and improve Finance processes, document workflows, identify control gaps, and implement practical improvements across the function. Working closely with Finance leadership and business stakeholders, you will drive process standardization, systems optimization, automation, and stronger controls. The ideal candidate combines strong finance expertise with hands-on experience in transformation and process improvement, with the ability to turn complex or inconsistent processes into clear, scalable, and sustainable ways of working. What You Will Do Finance Process Transformation Review and assess existing finance and accounting processes across AP, AR, cash management, payroll, month-end close, reporting, budgeting, and other key finance activities. Identify process gaps, inefficiencies, duplication, control weaknesses, and opportunities for automation. Develop and implement improved future-state processes. Standardize processes across teams and ensure consistent execution. Establish clear ownership, workflows, approval requirements, and controls. Process Documentation Document current-state (“as-is”) finance processes and workflows. Develop future-state (“to-be”) process documentation and standard operating procedures (SOPs). Create process maps, workflow diagrams, checklists, control matrices, and work instructions. Develop and maintain a centralized Finance process and procedure library. Ensure documentation is practical, easy to understand, and usable by Finance team members. Finance Systems & Automation Review the current use of finance and accounting systems and identify opportunities to improve utilization. Partner with Finance and IT to automate manual processes and reduce spreadsheet- and email-dependent workflows. Support system enhancements, integrations, and implementation projects. Translate Finance requirements into clear business requirements and functional specifications. Participate in testing, UAT, implementation, and post-go-live stabilization. Controls & Governance Review existing financial controls and identify opportunities to strengthen the control environment. Help establish appropriate approval workflows, segregation of duties, documentation, and audit trails. Support the development and maintenance of finance policies and procedures. Ensure processes are designed with appropriate compliance and risk considerations. Change Management Work closely with Finance, Operations, HR, IT, and other stakeholders to implement process changes. Communicate changes clearly and help teams adopt new processes. Develop training materials and conduct training sessions where required. Monitor adoption and identify areas requiring additional support or improvement. Continuous Improvement Establish a structured approach to identifying and prioritizing Finance transformation opportunities. Evaluate processes based on impact, effort, risk, and scalability. Develop transformation roadmaps and implementation plans. Track improvements and report measurable outcomes to Finance leadership. Key Deliverables The successful candidate will be expected to produce tangible deliverables, including: Current-state process maps Future-state process designs Finance SOPs and work instructions Process ownership matrices Finance control matrices Business requirements documents Functional specifications Automation opportunities and recommendations Finance transformation roadmap UAT plans and test scripts Training documentation Implementation and change-management plans KPI / process-performance dashboards What We’re Looking For 7+ years of experience in Finance, Accounting, Finance Transformation, Process Improvement, or Finance Systems. Strong understanding of core finance processes, including month-end close, AP, AR, cash management, reconciliations, payroll, reporting, budgeting, and financial controls. Demonstrated experience documenting and redesigning finance processes. Experience developing SOPs, process maps, workflows, and control documentation. Experience with finance/accounting systems and ERP implementations or enhancements. Strong project management and stakeholder-management skills. Ability to work independently and manage multiple transformation initiatives. Strong analytical and problem-solving skills. Excellent written and verbal communication skills. Experience with automation, workflow tools, AI, or other emerging finance technologies is an asset. CPA, CMA, CGA, MBA, or other relevant finance/accounting designation How You Work You take a hands-on, structured approach to finance transformation. You bring clarity to complex processes, challenge existing ways of working constructively, and turn opportunities for improvement into practical, scalable solutions. You are detail-oriented, collaborative, and focused on building processes, controls, and systems that enable the Finance team to operate more efficiently and consistently. What is in it for you: Location: Onsite – 20 hours per week (Mississauga, Ontario) Compensation: $75/hour Performance objectives will reflect measurable outcomes in profitability, cash management, financial reporting, and operational execution. How to Apply Submit your résumé with a brief summary of your experience in high-growth software or technology-enabled companies, including two or three measurable financial or operational results you personally delivered. Shortlisted candidates should be prepared to discuss their experience with financial oversight, operational leadership, strategic planning, and board reporting. CPA credentials, employment experience, and professional references will be verified. Accessibility Statement BoomerangFX is an equal opportunity employer committed to diversity and inclusion. We welcome applications from all qualified individuals and are dedicated to accommodating people with disabilities. If you require accommodation at any stage of the application process, please contact recruitment@boomerangfx.com.

What you’ll do

Assess, redesign, document, and standardize finance processes across accounting operations, reporting, budgeting, and controls. Partner with Finance and cross-functional teams to improve systems, automate workflows, implement changes, and track measurable transformation outcomes.

Requirements

Candidates need 7+ years of experience in finance, accounting, finance transformation, process improvement, or finance systems, with strong knowledge of core finance processes and controls. They should have experience redesigning and documenting processes, working with finance systems or ERP projects, and managing projects and stakeholders; a relevant finance or accounting designation is also cited.

Listed skills

• Accounting · Preferred
• Process Mapping · Preferred
• Workflow Automation · Preferred
• Project management · Preferred
• Stakeholder Management · Preferred
• Change Management · Preferred
• Month-End Close · Preferred
• Accounts receivable · Preferred
• Financial Reporting · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Finance Transformation
• Finance Process Improvement
• Accounting
• Process Mapping
• Standard Operating Procedures
• Financial Controls
• Finance Systems
• ERP Implementation
• Workflow Automation
• Project Management
• Stakeholder Management
• Change Management
• Month-End Close
• Accounts Payable
• Accounts Receivable
• Financial Reporting

Job areas

• Finance & Accounting
• Management & Leadership
• Technology
• Consulting

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