Process Improvement Specialist – Finance Transformation

Responsibilities

• Supports process improvement across a ~400-person Finance organization
• Works across all major finance value streams (AP, AR, FP&A, Payroll, etc.)
• Led 2–4 concurrent, cross-functional initiatives with enterprise visibility
• Directly partners with Finance leadership, process owners, and transformation teams
• Establishes repeatable process improvement methods and standards for Finance
• Lead structured discovery of end-to-end finance processes
• Facilitate workshops to document current-state (as-is) and design future-state (to-be) processes
• Identify root causes of inefficiency, rework, delays, and control gaps
• Redesign processes to improve flow, clarify ownership, and reduce complexity
• Define standard work, controls, and measurable performance indicators
• Improvement Execution & Sustainment
• Lead initiatives from problem definition through implementation and stabilization
• Develop implementation plans, metrics, and control frameworks
• Ensure improvements are documented and transitioned to business ownership
• Monitor post-implementation performance and intervene as needed
• Drive sustained adoption through practical tools, job aids, and training
• Data, Automation & AI Enablement
• Partner with analytics teams to support data-driven diagnosis and prioritization
• Use data to validate hypotheses and quantify improvement impact
• Collaborate with automation and technology teams to define requirements
• Ensure automation and AI solutions are applied to well-designed processes, not broken ones
• Stakeholder Engagement
• Act as a trusted advisor to Finance leaders and process owners
• Facilitate working sessions with both leadership and frontline teams
• Translate complex process concepts into clear, practical business language
• Influence without authority to drive alignment and adoption

  Qualifications

  • 4+ years of professional experience in finance transformation, process improvement, automation, analytics, or related roles
  • Hands on experience with end-to-end process discovery and documentation
  • Working knowledge of Lean and/or Six Sigma methodologies (Green Belt strongly preferred)
  • Strong data analysis skills, including: Advanced Excel (Power Query, PivotTables, formulas)
  • Experience working with structured finance data sets
  • Experience building low-code / no-code automation solutions (e.g., workflow tools, RPA, scripting within platforms)
  • Ability to translate business problems into process, data, and automation solutions
  • Strong communication and facilitation skills