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Director, Finance Transformation



Accounting & Finance
Miami, FL, USA
Posted on Tuesday, June 4, 2024

Kaseya® is the leading provider of complete IT infrastructure and security management solutions for Managed Service Providers (MSPs) and internal IT organizations worldwide. Kaseya’s best-in-breed technologies allow organizations to efficiently manage and secure IT to drive sustained business success. Kaseya has achieved sustained, strong double-digit growth over the past several years and is backed by Insight Venture Partners, a leading global private equity firm investing in high-growth technology and software companies that drive transformative change in the industries they serve.

Founded in 2000, Kaseya currently serves customers in over 20 countries across a wide variety of industries and manages over 15 million endpoints worldwide. To learn more about our company and our award-winning solutions, go to and for more information on Kaseya’s culture, please click here: Kaseya Culture.

Kaseya is not your typical company. We are not afraid to tell you exactly who we are and our expectations. We have achieved record levels of success being BOLD, being GRITTY, being ACCOUNTABLE. The thousands of people that succeed at Kaseya are prepared to go above and beyond for the betterment of our customers, and the betterment of their careers and long-term financial wealth.

Organization/department: Finance Transformation

Reports to: Danielle Bass, SVP Shared Services & Finance Administration

Direct reports: Yes. Project Managers

Job Title: Director - Finance Transformation

Job Overview

At Kaseya the primary purpose of the Director Project Management role is to lead, oversee and ensure the successful delivery and management of single or multiple projects and or programs. The Director Project Management must do this within scope, to a certain quality, and within time and cost constraints. These factors may be clearly defined or may require dynamic change management to deliver business value.

Primary Responsibilities and Activities

● Review project proposals or plans to determine a time frame, funding limitations, procedures for accomplishing projects, staffing requirements and the assignment of available departmental resources to various project phases.

● Identify and schedule project deliverables, milestones, and required activities and tasks.

● Provide leadership and motivation to project team members throughout the project life cycle and confer with project staff to outline a work plan.

● Act as a coach to junior project managers, executives and others who need assistance and advice regarding project management practices.

● Establish a work plan and staffing for project activities, iterations or phases, and arrange for recruitment or assignment of project personnel.

● Analyze project proposals to determine a time frame, funding limitations and appropriate processes for accomplishing projects.

● Review/approve the work plan of an external service provider or consultancy contracted to execute the project.

● Implement a project communication plan.

● Conduct risk assessment and mitigation.

● Monitor project activities, ensuring the currency, quality and integrity of information, while providing consistency in content and “look and feel” across the organization.

● Ensure that project goals are in line with business objectives.

● Ensure that project goals are achieved.

● Assign duties and responsibilities to project personnel and define the scope of their authority.

● Direct and coordinate the activities of project personnel to ensure projects progress on schedule and within budget.

● Review status reports prepared by project personnel, and modify schedules or plans as required.

● Establish standards and procedures for project reporting and documentation.

● Benchmark project management performance continuously to identify the potential for improvements and increase capability in project and portfolio management.

Primary Contacts

Project sponsor and key stakeholders

SVP Finance Shared Services and Finance Administration

Senior executives, VP and above/

Project team/staff (including designated users / internal customers)

Business unit (BU) management and executives may include Finance, Accounting, Treasury, Billing, Credit & Collections, Supply Chain Operations, Product, Sales Operations & Sales Strategy

Enterprise architects, Infrastructure, IT and operations staff

Subject matter experts (e.g., in billing, security or compliance)

Business analysts

User/customer product owner

External service providers’ and consultants

Job Requirements


Bachelor’s degree in business information systems (IS), computer science or a related field, or equivalent IT experience. MBA in IS or other master’s degree preferred. Program manager training and certification desirable. Project manager certification highly preferred


● Seven or more years of progressively responsible IT project or transformation experience, with sensitivity and commitment to business problem solving

● Five years of successfully managing complex and risky projects

● Five or more years of BU or BU-facing experience, with sensitivity and commitment to business problem solving

● Experience supporting one or more of the following processes and or functional areas. Order to Cash, Procure to Pay, Record to Report, Treasury, Accounts Payable, Procurement, Sales Operations, Supply Chain, Collections, or Credit.

● Experience supporting ERP implementation or finance or systems transformations

● Experience in leading diverse teams

● Experience and ability in using “soft skills” or “people skills”

Knowledge and Skills

● Distinctive blend of business, IT, financial and communication skills. This blend is vital because this is a highly visible position with substantial impact.

● Ability to adapt to new circumstances in a changing business environment.

● Good understanding of current and emerging technologies, and of how other enterprises are using them to drive digital business.

● Knowledge of project management methodology and experience or familiarity with major, defined program management approaches (for example, that of the Project Management Institute and agile approaches).

● Significant knowledge of project planning/scheduling tools (for example, Microsoft Project, SmartSheets), with a solid track record of practical application.

● Exceptional verbal and written communication skills; expertise in setting and managing customer expectations.

● Effective influencing and negotiating skills in an environment in which this role may not directly control resources.

● Strong knowledge and understanding of business needs, with the ability to establish and maintain a high level of customer trust and confidence.

● Ability to support a tactical resource plan by mapping future demand to forecast project completions in the project portfolio.

Join the Kaseya growth rocket ship and see how we are #ChangingLives !

Additional information
Kaseya provides equal employment opportunity to all employees and applicants without regard to race, religion, age, ancestry, gender, sex, sexual orientation, national origin, citizenship status, physical or mental disability, veteran status, marital status, or any other characteristic protected by applicable law.