Finance Operate - Manager - Process Design & Reengineering Lead

About the role

Join our Finance Transformation team to help shape the future of finance. Collaborate with CFOs, finance leaders, and executive clients to solve complex challenges. Deliver innovative, market-driven solutions that modernize finance functions, elevate performance, and drive meaningful organizational change.

Responsibilities

• Lead the design of future-state operating models for Finance Operate engagements, covering people, process, and technology dimensions.
• Partner with Finance Operate offering leadership to identify, prioritize, and sequence transformation opportunities across Controllership, Treasury, and FP&A.
• Develop comprehensive current-state and future-state process flows incorporating manual steps, human interactions, and technology touchpoints.
• Align process designs with the five-phase delivery journey (Scoping, Transition, Delivery, Transformation, Continuous Improvement).
• Lead end-to-end process assessments on live Finance Operate engagements to identify inefficiencies, bottlenecks, and automation candidates.
• Evaluate technology automation options (RPA, AI, workflow orchestration) to address identified process gaps.
• Collaborate with technical architects to ensure process designs are architecturally feasible and implementable.
• Facilitate workshops and interviews with Finance Operate service leadership and delivery teams to capture process details and pain points.
• Build and present business cases for automation and process improvement initiatives to senior stakeholders.
• Serve as a trusted advisor to Finance Operate business leadership on transformation sequencing and investment prioritization.
• Supervise and mentor Engagement Optimization Analysts and Consultants, guiding process discovery, documentation, and recommendation development.
• Oversee implementation of approved process changes and track value realization against defined metrics.
• Stay current on emerging technologies, industry trends, and best practices in finance transformation and process excellence.

Requirements

• Bachelor's degree in Finance, Accounting, Business, Industrial Engineering, or related field (MBA preferred).
• 7+ years of experience in finance operations, process improvement, service design, or management consulting, with at least 2 years in a leadership capacity.
• Demonstrated ability to facilitate workshops and structured discovery sessions with senior stakeholders.
• Strong process mapping skills with proficiency in Visio, Lucidchart, or comparable tools.
• Experience conducting gap analysis and developing prioritized recommendations for process and technology improvement.
• Excellent communication, facilitation, and presentation skills.
• Ability to travel 25%, on average, based on the work you do and the clients and industries/sectors you serve.

Qualifications

• Preferred knowledge of Finance process areas: Record-to-Report, Treasury management, or Financial Planning & Analysis.
• Familiarity with automation technologies (RPA, AI/GenAI, workflow orchestration) and their application in Finance operations.
• Experience with managed services or Finance Operate delivery models.
• Lean, Six Sigma, or related process improvement certifications.