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Process Excellence Lead – Finance Transformation
Remote but must be located in the US and able to work all CST hoursOverview
We are seeking an experienced Process Excellence Lead to drive finance transformation initiatives for a large, enterprise-level organization. In this role, you will own end-to-end finance process performance across key financial value streams, partnering with Finance, Digital, and Technology teams to improve efficiency, strengthen controls, and enable long-term operational excellence.
This position is ideal for someone who thrives in process optimization, enjoys solving complex business challenges, and has a passion for leveraging data, automation, and AI to deliver measurable business results. The role is fully remote and requires availability during Central Time business hours.
Responsibilities
- Own end-to-end performance of core finance processes, including Order-to-Cash, Procure-to-Pay, and Record-to-Report.
- Establish process governance, including ownership models, decision-making frameworks, and escalation paths.
- Develop and maintain comprehensive process documentation, workflows, standards, templates, and operating procedures.
- Build and manage key performance indicators (KPIs), including baseline metrics, performance targets, and accountability structures.
- Lead recurring performance reviews, root cause analysis sessions, and continuous improvement initiatives.
- Deliver measurable improvements in process efficiency, quality, cost optimization, and internal controls.
- Partner with Digital and Technology teams to identify and implement automation opportunities and system enhancements.
- Manage the intake, prioritization, and execution roadmap for process improvement initiatives.
- Lead organizational change efforts, including training, stakeholder engagement, and long-term adoption of new processes.
- Coach cross-functional teams on process excellence methodologies and best practices.
- Utilize AI-enabled tools to analyze workflows, generate documentation, identify optimization opportunities, and support intelligent automation initiatives.
- Collaborate with analytics teams to develop reporting and insights that drive operational performance and decision-making.
Required Skills
- 5–8 years of experience in finance operations, finance transformation, or enterprise process improvement.
- Demonstrated success leading end-to-end process improvement initiatives with measurable business impact.
- Strong understanding of finance operations and transactional workflows.
- Experience developing governance models, process documentation, and standardized operating procedures.
- Proven ability to analyze complex business processes and translate them into scalable, practical solutions.
- Strong root cause analysis and data-driven problem-solving skills.
- Experience leading cross-functional initiatives and influencing stakeholders across multiple business functions.
- Excellent written and verbal communication skills with the ability to present to executive leadership.
- Experience using Microsoft 365 productivity tools, process mapping software, and collaboration platforms.
- Hands-on experience with Lucid or similar process mapping applications.
Preferred Qualifications
- Bachelor's degree in Finance, Business, Engineering, or a related discipline.
- Experience with enterprise finance transformation programs.
- Background in process excellence or consulting within a large public accounting or professional services environment.
- Lean Six Sigma Green Belt or Black Belt certification.
- Experience supporting ERP-enabled finance processes.
- Familiarity with AI-enabled productivity tools and intelligent workflow automation.
How to Apply
If you're passionate about driving operational excellence and helping organizations modernize their finance operations, we'd love to hear from you. Submit your resume for confidential consideration, and a member of our recruiting team will contact qualified candidates to discuss the opportunity in greater detail.