OverviewWe are seeking a high-impact Process Improvement Specialist – Finance Transformation to support the modernization of finance processes through end-to-end process discovery, data-driven analysis, and low-code / no-code automation to join our Phoenix, Arizona (AZ) office! This is not a remote position.
Responsibilities
This role sits within a broader Finance Transformation effort focused on:Standardizing and simplifying core finance processesEnabling scalable operations through automation and AIImproving data quality and decision-makingEvolving the Finance operating model to support growthThe Process Improvement Specialist plays a critical role in ensuring transformation efforts are process-led, not tool-led, and that improvements are sustainable, scalable, and adopted.Scope & Impact
- Supports process improvement across a ~400-person Finance organization
- Works across all major finance value streams (AP, AR, FP&A, Payroll, etc.)
- Leads 2 6 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
Key Responsibilities
- Process Discovery & Redesign
- Lead structured discovery of end-to-end finance processes
- Facilitate workshops to document current-state (as-is) and design future-state (to-be) processes
- Identifyroot 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 andinterveneas 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 tovalidatehypotheses 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+yearsof 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 communicationand facilitation skills
Preferred Qualifications
- Exposure to finance processes (R2R, O2C, P2P, FP&A)
- SpecificExperience with:
- Power Platform (Power Automate, Power Apps)
- RPAand Data Analysistools (e.g., UiPath, Alteryx)
- SQL or basic scripting (Python, VBA)
- Experience supporting enterprisetransformation initiatives
- Experienceutilizingprocess mining toolsfor discoveryand analysis
- Change management or stakeholder enablement experience