Senior Finance Transformation Lead
Tampa, FL, United States6h ago
Key details
- Location
- Tampa, FL, United States
- Work style
- Onsite
- Level
- Lead / Staff+
- Job type
- Full-time
- Experience
- 8–11 yrs
- Function
- Finance & Accounting
- Focus area
- other
- Posted
- 6h ago
Skills
About the role
Make a Difference in YOUR Career!
Our vision is both simple and ambitious: to put our drinks on every table.
We are the leading global independent beverage solutions provider. We serve a broad range of national and international retailers as well as Global, National and Emerging (GNE) brands. Our products are distributed worldwide from our production sites in Europe, North America, and Australia. Although our own branding may not appear on the labels of the beverages we produce, there is a good chance you are reading this while sipping one of our drinks.
Our ambition is to continually improve and it’s what keeps us at the top of our game. We are solutions-based. We are innovative. We seek out new challenges and conquer them. This is our company ethos, but it’s our people’s too: Refresco is at the cutting edge of a fast-moving industry because we have passionate people pushing the boundaries of what’s best.
Stop and think: how would YOU put our drinks on every table?
About the role
In this role, you will be at the heart of finance, and technology enabled transformation, with the opportunity to turn your ideas into solutions that make a difference. You will work with colleagues across functions, combining your project management skills with your passion for technology to take initiatives from concept to implementation. Along the way, you will explore how AI and automation can simplify everyday work, unlock better insights and give teams more time to focus on the business.
The Senior Finance Transformation Lead is a senior manager-level individual contributor accountable for transforming how Finance operates through process improvement, data, analytics, AI and automation. The role translates business needs into practical technical requirements, maintains a prioritized delivery backlog, engages with IT for development and technical delivery, train and support Finance end users with sustainable ownership, controls and support.
Role positioning: It is a senior individual contributor position requiring the judgment, influence and accountability expected at approximately the senior manager level, combined with the technical ability to determine business requirements.
What you will be doing:Your responsibilities will focus on five key areas: Finance transformation planning and prioritisation; the application of AI, automation and data; end-to-end initiative delivery and handoff; cross-functional collaboration; and value realisation and continuous improvement.
Build and prioritize the Finance transformation backlog
- Partner with Finance leaders to identify and prioritize automation, reporting, data, process, and control opportunities based on business value, effort, risk, and strategic alignment.
- Translate priority opportunities into clearly scoped initiatives with requirements, business cases, resource needs, milestones, and measurable benefits.
Apply AI, automation and data to Finance transformation
- Assess and develop practical AI, automation, analytics and data use cases that improve Finance productivity, insight, cycle time, quality, controls or decision-making.Translate Finance pain points into clear use cases, process rules, expected outputs, control requirements, human oversight and measurable value.
- Execute Finance-owned configuration, analytics and low-code or no-code automation within approved platforms and guardrails, using standard business-user access.
- Coordinate complex automation, integration, data engineering and AI delivery with IT, data teams, platform owners or approved implementation partners.
- Apply responsible AI practices, including data classification, access controls, output validation, explainability, human review, auditability and monitoring for errors or bias.
- Build Finance capability through reusable use cases, playbooks, training and adoption of approved AI and automation tools.
- Develop queries, analytical models and dashboards using approved data and analytics tools, including Power BI and SAP Analytics Cloud (SAC).
Lead initiatives from concept through handoff
- Lead initiatives end-to-end, from initial assessment and requirements definition through development, testing, deployment and stabilization. Manage scope, milestones, dependencies and risks, coordinating delivery across Finance and technical teams.
- Lead user testing, training, documentation, adoption, and transition to Finance process owners ensuring clear ownership, appropriate controls and sustainable ongoing support.
Partner across Finance, IT and the Transformation Office
- Apply strong judgment across value, speed, risk and scalability while partnering effectively with Finance leadership, IT and the Transformation Office to drive implementation and sustained adoption.
- Act as the link between Finance and technical stakeholders, aligning business requirements, delivery responsibilities and priorities with IT, data teams, system owners, vendors and implementation partners.
- Ensure solutions align with architecture, security, data governance, and control requirements while communicating scope, risks, trade-offs, and outcomes to stakeholders.
Track value and drive continuous improvement
- Track realized value, including cost savings, capacity released, cycle-time
improvements, reporting effectiveness, controls, and adoption. - Establish repeatable delivery practices, capture lessons learned and use performance data and user feedback to improve implemented solutions and identify further opportunities.
What you will bring
- Bachelor’s degree in Finance, Accounting, Business, Engineering, Computer Science, Information Systems, Data Analytics or a related discipline. At least 8 years of progressive experience spanning Finance transformation, finance systems, data and analytics, automation, technical consulting or a related field, with scope and judgment consistent with a senior manager-level role.
- Demonstrated experience delivering complex, cross-functional transformation initiatives
while operating as an individual contributor and influencing senior stakeholders without
formal authority
A Career with Refresco
Refresco is passionate about empowering leaders who reflect our core values and live by our leadership behaviors. These behaviors encourage effective leadership within the business, and focus on leading courageously, empowering individuals, and driving company growth as one team. Joining our team as a people manager means you’ll be encouraged to evolve as a leader who prioritizes the success of both you and your team, to deliver results, whilst bringing your authentic self to work.
Refresco Beverages US Inc. offers the following competitive pay and comprehensive benefits:
Status: Exempt
- Medical/Dental/Vision Insurance
- Health Savings Accounts and Flexible Spending Accounts
- Life and AD&D Insurance, critical illness, hospital indemnity, and accident insurance
- Short-term disability and long-term disability
- Pet Insurance
- Legal Benefits
- 401(k) Savings Plan with Company Match
- 12 Paid Holidays
- 10 Vacation Days and 5 Paid (Sick) Time Off Days
- Well-being Benefit
- Discount and Total Reward Programs
How to apply: Please visit our careers site at https://www.refresco-na.com/na/careers/
Join Refresco TODAY and enjoy a rewarding CAREER!
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Employment agencies that have agreements with Refresco Beverages US, Inc., and have been engaged in a search shall submit a résumé to the designated Refresco recruiter or, upon authorization, submit a résumé to this career site to be eligible for placement fees.
Refresco Beverages US Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity, gender expression, Veteran status, or any other classification protected by federal, state, or local law.
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