We 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 San Antonio, Texas (TX) office! This is not a remote position. 

This role sits within a broader Finance Transformation effort focused on: Standardizing and simplifying core finance processes Enabling scalable operations through automation and AI Improving data quality and decision-making Evolving the Finance operating model to support growth The 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 2–4 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

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 
• 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

• 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 

Preferred Qualifications 

• Exposure to finance processes (R2R, O2C, P2P, FP&A) 
• Specific Experience with:  
  • Power Platform (Power Automate, Power Apps) 
  • RPA and Data Analysis tools (e.g., UiPath, Alteryx) 
  • SQL or basic scripting (Python, VBA) 
• Experience supporting enterprise transformation initiatives 
• Experience utilizing process mining tools for discovery and analysis 
• Change management or stakeholder enablement experience