Senior Consultant - Finance Operate - Service Design Lead

Ideation & Discovery

Facilitate ideation workshops with Finance Operate SMEs, leads, and delivery teams to surface automation opportunities and unmet needs.
Conduct structured discovery sessions to understand current-state operational pain points, workarounds, and desired outcomes.

Service Design & Validation

Lead service design activities including journey mapping, touchpoint analysis, and stakeholder ecosystem mapping for Finance Operate services.
Partner with UX/Product Designer to prototype service concepts and validate with target users before technical build begins.
Define success criteria and validation methods for new service concepts (qualitative feedback, operational metrics, adoption signals).
Facilitate validation sessions with pilot users and SMEs; synthesize feedback into actionable design iterations.

Business-Technical Translation

Translate validated service concepts into functional requirements and user stories for the technical delivery team.
Partner with Business Systems Architects and AI/Automation Architect to ensure solution designs align with user needs and operational realities.
Serve as the voice of the user in technical design reviews; challenge solutions that don't address root operational problems.
Maintain traceability from original pain points through validated hypotheses to delivered solutions.

Stakeholder Engagement

Build trusted relationships with Finance Operate SMEs, leads, and delivery practitioners.
Communicate service design insights, validation findings, and recommendation rationale to product and technical leadership.
Champion user-centered design principles across the Tech Enablement team.

Qualifications

• Bachelor's degree in Business, Design, Human-Computer Interaction, or related field.
• 4+ years of experience in service design, user research, product management, or business analysis, with demonstrated ownership of discovery and validation activities.
• Proficiency in service design methods: journey mapping, service blueprinting, stakeholder mapping, and workshop facilitation.
• Strong facilitation and communication skills; ability to engage diverse stakeholders and synthesize complex input.
• Experience translating business needs into product requirements in a technology delivery context.
• Comfort working in ambiguous, fast-paced environments with iterative validation cycles.
• Able to travel 25%, on average, based on the work you do and the clients and industries/sectors you serve.

PREFERRED BACKGROUND

• Background in Finance operations, process improvement, or managed services delivery.
• Familiarity with Finance Operate service areas (Record-to-Report, Treasury, FP&A).
• Experience with Design Thinking, Lean UX, or Jobs-to-be-Done frameworks.
• Knowledge of automation technologies and their application to operational pain points.