Process Improvement Specialist – Finance Transformation

Overview

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 Phoenix, Arizona (AZ) 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 andinterveneas 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 tovalidatehypotheses 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+yearsof 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, Pivot Tables, 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)
  • RPAand Data Analysis tools (e.g., UiPath, Alteryx)
  • SQL or basic scripting (Python, VBA)
• Experience supporting enterprise transformation initiatives
• Experienceutilizingprocess mining toolsfor discovery and analysis
• Change management or stakeholder enablement experience

• Exceptional Retirement Plan: 2-to1- company match on up to 4% of eligible compensation (salary + bonus) and additional profit-sharing contribution.
• Comprehensive Health Coverage:
  Low-cost medical, dental, and vision insurance options.
• Time Off:
  Personal leave, flexible scheduling, floating holidays, and half-day Fridays.
• Financial Wellness:
  Student loan matching in our 401(k), and performance-based bonuses.
• Professional Development:
  Tuition reimbursement and extensive internal training programs.
• Family-Friendly Benefits:
  New Parent Leave, family building benefits, and childcare resources.