
Process Optimization Specialist
2 weeks ago
The Finance Process Excellence Lead is responsible for driving optimization of finance operations, including accounts payable, accounts receivable, revenue-to-revenue, month-end close, reconciliations, and financial reporting. This role reports to the Finance Lead and applies Lean/Six Sigma methodologies and automation tools to drive efficiency, accuracy, and scalability.
Key Responsibilities:- Map and analyze end-to-end finance and accounting workflows using Lean/Six Sigma methods.
- Collaborate with finance, operations, and IT to implement automation solutions (RPA, ERP enhancements, BI dashboards).
- Establish, monitor, and report on process KPIs and performance improvements.
- Facilitate Kaizen workshops and mentor finance teams in continuous improvement practices.
- Ensure internal controls, audit readiness, and compliance documentation.
- Prepare and present MIS and performance reports to the Finance Lead.
- Bachelor's degree in Accounting, Finance, Business, or Operations.
- Familiarity with Lean, Six Sigma, Kaizen, Agile methodologies.
- CPA, MBA, or relevant certifications (L6S, PMIACP, ITIL) are a plus.
- 2–4 years of experience in finance or accounting process improvement, ideally within fintech, banking, shared services, or BPO.
- At least 1 year of practical Lean/Six Sigma project work.
- Proven experience with ERP systems, RPA, and automation projects.
- Proficient in ERP platforms (SAP, Oracle, QuickBooks, Xero).
- Advanced Excel, plus experience with BI tools like Power BI or Tableau.
- Familiarity with process mapping tools (value stream mapping, FMEA).
- Strong analytical and structured problem-solving aptitude.
- Excellent communication, facilitation, and stakeholder management skills.
- Ability to drive change and coach cross-functional teams.
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