Finance Transformation & Operational Excellence Consultant
Core
Deliver process and performance improvement projects to support the Finance, Actuarial, and GWAM Tower transformation and operational excellence strategy.
Role type
Senior IC Finance Transformation & Operational Excellence Consultant
Builds
Process automation solutions, redesigned workflows, and performance improvement initiatives for Finance Shared Services and Global Business Services.
Domain
Financial Services / Global Business Services / Process Improvement
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Finance and Accounting processes knowledge, Lean and Six Sigma methodology, Business Analysis, Process documentation (BPMN), Data-driven analysis, Change management, Stakeholder engagement
Preferred skills
AI-based technology solutions implementation, Alteryx automation development, UiPath, Power Automate, Power BI, System-based workflow automation
Technologies
Alteryx, Power BI, Power Automate, UiPath, Blackline, Cadency, Salesforce, Concur, Microsoft Office 365, Smartsheet, JIRA
Responsibilities
Execute operational excellence projects focusing on efficiency, accuracy, productivity, and cost reduction; Engage stakeholders and manage expectations through discovery sessions and status reporting; Leverage AI and automation tools for process integration and workflow development; Support operations leaders in deploying the GBS Operational Excellence Framework; Cultivate a continuous improvement culture by sharing best practices and case studies.
Seniority
Senior, hands-on IC