Location: San Francisco
Other locations: Anywhere in Region
Salary: Competitive
Date: Jun 21, 2026
Job description
Requisition ID: 1703097
Location: Atlanta, Boston, Chicago, Dallas, Hoboken, Houston, Los Angeles, McLean, New York, Philadelphia, San Francisco, San Jose, Seattle
At EY, we’re all in to shape your future with confidence.
We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
The Transition/Onboarding Lead will play a critical role in ensuring the successful onboarding, transition, and stabilization of clients onto EY’s IFMS operating model. This role spans onboarding readiness, end-to-end transition execution, and transition PMO leadership, providing strong governance, coordination, and transparency across complex, multi-workstream engagements.
Key Responsibilities:
Lead and own end-to-end transition and onboarding delivery, including planning, execution, governance, budgets, dependencies and stabilization.
Act as the primary client point of contact during transition, managing communications, risks, issues and escalation to ensure a controlled onboarding experience.
Own onboarding readiness across policies, controls, operating practices, data migration, knowledge transfer, and technology enablement, working in close coordination with business and technology SMRs.
Drive structured change management, communications, and adoption to enable smooth delivery and operational readiness.
Drive consistency and efficiency through standardized templates, dashboards, and PMO enablement tools.
Prepare steady‑state readiness criteria and completion checklists.
Collaborate with delivery teams to enable smooth handoff to steady-state operations.
Deliver clear, executive-ready dashboards and insights highlighting status, risks, decisions required, and upcoming actions.
Manage transition quality gates, cutover readiness, and go‑live governance to ensure smooth onboarding of client services into steady‑state operations.
Qualifications:
Bachelor’s degree in Business, Finance, Project Management, or related field.
10+ years of experience in managed services transitions, onboarding and PMO.
Strong understanding of transition governance frameworks, service delivery models, project management methodologies, and operational best practices.
Demonstrated program and PMO leadership capability across complex initiatives.
Excellent stakeholder management, communication, and organizational skills.
Experience driving change management and operational readiness.
Strong communication skills, both verbal and written in English, with the ability to engage and influence stakeholders at all levels.
Ability to work collaboratively in a fast-paced environment, drive operational efficiency, while working across borders and functional competencies.
Knowledge of SAP Finance modules (FI/CO) and experience working with Signavio process maps a big plus
What we look for
We’re interested in flexible professionals with excellent problem-solving skills and the ability to prioritize shifting workloads in a rapidly changing industry. Professionals who combine structured execution with senior stakeholder confidence, able to bring order, transparency, and momentum to complex transitions while maintaining strong client experience. If you’re a fast learner, with strong influencing skills and a genuine passion for Finance and where Finance is heading, this role is for you.
What working at EY offers
We offer a competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to our business. In addition, our Total Rewards package includes medical coverage. Plus, we offer:
Support and coaching from some of the most engaging colleagues around
Opportunities to develop new skills and progress your career
The freedom and flexibility to handle your role in a way that’s right for you
About EY
As a global leader in assurance, tax, transaction and consulting services, we hire and develop the most passionate people in their field to help build a better working world. This starts with a culture that believes in giving you the training, opportunities and creative freedom to make things better. So that whenever you join, however long you stay, the exceptional EY experience lasts a lifetime.
What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more.
We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $146,700 to $335,100. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $176,000 to $380,800. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
Are you ready to shape your future with confidence? Apply today.
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
EY | Building a better working world
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com.
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