Finance Transformation Manager, Refunds and Appeasements (contract)

Finance Transformation Manager, Refunds and Appeasements (contract)

KPMG - 3.8

Santa Clara, CA Job Details Contract $50 - $80 a day 6 hours ago Qualifications Cost management Financial reporting Data analysis skills Gap analysis Cost control Taxonomy Analysis skills Profit & Loss statement Accounting and finance experience IT General ledger management Senior level 4 years Cross-functional collaboration Project leadership Profit and loss analysis Cross-functional team management Implementing cost-saving initiatives Cross-functional communication Full Job Description We are seeking a highly experienced Project Manager and Finance Transformation Subject Matter Expert (SME) to lead a critical initiative for a key client in the technology/delivery sector. This project focuses on optimizing and governing Refunds and Appeasements (R&A) processes—such as refunds, settlements or future discounts applied when customer orders go wrong. The primary goal of this initiative is to bring Refunds and Appeasement costs down while enhancing financial and operational reporting accuracy. Currently, there is a lack of a well-defined definition and significant mismatches in R&A reporting across the client's technical landscape. You will be responsible for driving end-to-end governance over R&A activities, bridging the gap between operations and finance, and establishing a Single Source of Truth (SSOT).

Responsibilities End-to-End Project Management:

Lead the R&A finance transformation project, ensuring milestones are met and strategic objectives are delivered on time.

Establish Governance & Taxonomy:

Drive end-to-end governance over R&A activities by establishing a common taxonomy and a Single Source of Truth (SSOT) for all R&A data.

Bridge Finance & Operations:

Resolve technical complexities and process misalignments to minimize reporting differences between operational teams and the finance department.

Data & Gap Analysis:

Address data gaps across reason codes (e.g., why a refund or appeasement was issued) to ensure accurate tracking and reporting.

Financial & P&L Alignment:

Leverage deep finance and accounting expertise to understand cost impacts and General Ledger (G&L) accounts, ensuring R&A costs are accurately reflected in P&L and operational reporting.

Cost Reduction Strategy:

Manage the project with a core focus on analyzing total charges and implementing solutions to systematically bring R&A costs down. Required Qualifications & Experience Minimum of 4 years of experience in Project Management, specifically focused on Finance Transformation initiatives with experience in Refunds and Appeasement Domain Expertise (SME): Deep subject matter expertise in finance and accounting, with a thorough understanding of cost management, G&L accounts, and P&L reporting.

Cross-Functional Leadership:

Proven ability to navigate complex technical landscapes and drive consensus between disparate teams (Operations, Finance, IT). Strong analytical skills with capability in addressing complex data gaps and establishing unified reporting structures. 

KPMG LLP

("KPMG") seeks a contractor in the United States to provide service to KPMG through one of our contracted employer/agency service providers. All applicants for any KPMG role are expected to act with integrity, professionalism, and personal responsibility to uphold the firm's respectful and courteous work environment. All applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future.

KPMG LLP

will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa). Nothing herein shall be deemed to create an employer-employee relationship between contractor and KPMG, nor shall contractor be considered a representative or agent of

KPMG. KPMG

LLP and its subsidiaries comply with all local/state regulations in regard to displaying pay rate ranges. The pay rate range(s) displayed is/are specifically for those contracted who will perform work in or reside in the location(s) listed, if selected for the role. Pay is determined based on a variety of factors including market data, ranges, applicant's skills and prior relevant experience, certain degrees and certifications (e.g. JD, technology), and specific location, for example. Additionally, applicants may be required to apply and become employed by a service provider utilized by KPMG, and final pay rate(s) and/or eligibility for additional benefits may be determined by such provider. KPMG LLP, its subsidiaries, and its agency service providers (including, but not limited to, MBO Partners Inc., Magnit LLC, and TalentBurst Inc.) are equal opportunity employers/contractors. All qualified applicants are considered without regard to race, color, creed, religion, age, sex/gender, national origin, ancestry, citizenship status, marital status, sexual orientation, gender identity or expression, disability, physical or mental handicap unrelated to ability, pregnancy, veteran status, unfavorable discharge from military service, genetic information, or other legally protected status.

Los Angeles County applicants:

Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Pay Rate Range 50 - 80 USD daily