Finance Transformation Specialist
About The Position
As a Transformation Specialist, you'll be a key player in our Finance Transformation Fleet, primarily supporting all aspects of digital tooling and process optimization initiatives to driving efficiency and innovation to make a significant impact on our organization's success. Your responsibilities will include: - Engage with Finance to identify opportunities to reduce manual processes, creating capacity, and setting up metrics to measure the success of our improvements. - Develop and refine key finance business processes, automating reports and delivering insights that inform decision-making at all levels, including senior leadership. - Partnering with our technology and business teams to understand existing processes and develop effective solutions. - Collaborating with other process improvement teams to design and implement new processes and tools. - Reporting on achievements against key metrics such as capacity and risk reduction. - Foster a vibrant digital community by sharing insights, updates, and success stories through various communication channels.
Requirements
- 2-4 years of experience in Financial Services, preferably in Finance, Technology or Operations.
- Analytical and problem-solving skills, with the ability to clearly define business rules from problem statements.
- Familiarity with process mapping systems and methodologies such as Signavio, Celonis, and Business Process Model & Notation (BPMN) 2.0.
- Experience developing automation solutions primarily with tools such as UiPath, Alteryx, or PowerBI. Any relevant certifications such as UiPath UiARD or Alteryx Designer Core preferred.
- Experience with delivering documentation such as Process and Solution Design Documents.
- Proven ability to interact effectively with senior stakeholders across the organization.
- Proficiency in Excel and PowerPoint for data analysis and presentation creation.
- Strong communication skills and the ability to build relationships with diverse stakeholders.
- At least 2 years’ relevant experience would generally be expected to find the skills required for this role
Responsibilities
- Engage with Finance to identify opportunities to reduce manual processes, creating capacity, and setting up metrics to measure the success of our improvements.
- Develop and refine key finance business processes, automating reports and delivering insights that inform decision-making at all levels, including senior leadership.
- Partnering with our technology and business teams to understand existing processes and develop effective solutions.
- Collaborating with other process improvement teams to design and implement new processes and tools.
- Reporting on achievements against key metrics such as capacity and risk reduction.
- Foster a vibrant digital community by sharing insights, updates, and success stories through various communication channels.
Benefits
- Medical
- Prescription Drug
- Dental
- Vision
- Health Savings Account
- Dependent Day Care Savings Account
- Life Insurance
- Disability and Other Insurance Plans
- Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually)
- 10 Paid Holidays
- 401(k)
- Short/Long Term Disability
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
