Sr. Operational Excellence Consultant
Core
Deliver process and performance improvement projects for Finance, Actuarial, and GWAM operations using Lean, Six Sigma, and AI-based automation.
Role type
Senior Operational Excellence Consultant (Finance Transformation)
Builds
Process improvements, automation solutions, and performance metrics dashboards for Global Business Services.
Domain
Financial Services / Global Business Services / Process Optimization
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Lean and Six Sigma methodology, Finance and Accounting processes, Business Analysis, Process documentation (BPMN), Data-driven analysis, Change management, Stakeholder engagement
Preferred skills
AI-based technology solutions implementation, UiPath automation, Alteryx development, Financial Forecasting and Reporting
Technologies
Alteryx, Power BI, Power Automate, Excel, Smartsheet, JIRA, Blackline, Cadency, Salesforce, Concur
Responsibilities
Execute operational excellence projects to improve efficiency, accuracy, and cost; Engage stakeholders and manage expectations through discovery sessions and reporting; Design and implement process automation using AI and workflow tools; Document processes using BPMN and facilitate governance meetings; Track benefits and monitor performance improvements from deployed projects.
Seniority
Senior, hands-on IC
