Process Excellence Lead, Finance Transformation & Modernization

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.

• 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., * 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.