Process Re-Engineering Consultant (Treasury Operations)

Recrute Action; Toronto; Hybrid; CAD 7,577,000 - 8,954,000; Full time

Job summary

Recrute Action is seeking a Process Re-Engineering Consultant for Treasury Operations to lead cross‑functional process reviews and deliver actionable improvements. The role focuses on optimizing finance and treasury workflows, leveraging SQL and Power BI to measure benefits and drive improvements.

The candidate will partner with business and IT teams, manage project plans, and report progress to leadership.

Qualifications

• Bachelor’s degree in Business, Finance, Accounting, Information Systems, or a related field.
• 6 years of relevant experience.
• 5–10 years of experience in Finance or Treasury Operations, process optimization, operational excellence, or management consulting.
• Experience in process analysis and documentation.
• Experience leading cross‑functional process reviews and delivering structured, actionable recommendations.

Responsibilities

• Process Review & Analysis: conduct detailed reviews of operational processes and document findings, gaps, and recommendations.
• Action Planning & Execution Support: develop execution plans and drive follow-ups to ensure delivery of outcomes.
• Process Tracking & Governance: maintain process improvement trackers and manage risks and dependencies.
• Benefits Measurement & Reporting: define benefit criteria and provide progress updates and recommendations.
• Stakeholder Engagement: facilitate collaboration between business, Finance and Treasury leadership, and IT.

Skills

Structured problem-solving

Strategic thinking

Analytical thinking

Organizational skills

Time management

Influence without authority

Stakeholder management

Documentation skills

Cross-functional collaboration

Project planning

Task management

Education

Bachelor’s degree in Business/Finance/Accounting/IS

Tools

SQL

Power BI

Jira

MS Project

Smartsheet

Job description

Process Re-Engineering Consultant (Treasury Operations)

Process Re-Engineering Consultant (Treasury Operations)

Join a dynamic insurance organization focused on operational excellence and continuous improvement. This opportunity offers exposure to high-visibility transformation initiatives with enterprise-wide impact. Work alongside business and technology stakeholders in a collaborative environment that values innovation, efficiency, and measurable results.

What is in it for you:

• Salaried: $46-56 per hour.
• Incorporated Business Rate: $55-65 per hour.
• Weekday schedule from 9 am to 5 pm.
• Hybrid work, with 3 days per week in the office.

Responsibilities:

• Process Review & Analysis: Conduct detailed reviews of operational processes, assess current-state workflows, risks, and control points, and document findings, gaps, and recommendations.
• Action Planning & Execution Support: Partner with business and IT teams to develop execution plans, support prioritization and milestone planning, and drive follow-ups to ensure delivery of outcomes.
• Process Tracking & Governance: Develop and maintain process improvement trackers, monitor progress, manage risks and dependencies, elevate issues when required, and maintain documentation for audit, compliance, and reporting purposes.
• Benefits Measurement & Reporting: Define benefit measurement criteria, track and quantify results, and provide progress updates, insights, and recommendations to stakeholders.
• Stakeholder Engagement: Facilitate collaboration between business teams, Finance and Treasury leadership, and IT partners while providing guidance on process improvement initiatives and ensuring alignment across teams.

What you will need to succeed:

Required qualifications

• Bachelor’s degree in Business, Finance, Accounting, Information Systems, or a related field.
• 6 years of relevant experience.
• 5-10 years of experience in Finance or Treasury Operations, process optimization, operational excellence, or management consulting.
• Experience in process analysis and documentation.
• Experience leading cross-functional process reviews and delivering structured, actionable recommendations.
• Strong background in process re-engineering, business transformation, or consulting engagements.
• Solid understanding of operational processes within Finance and/or Treasury.
• Strong project planning, task management, and organizational skills.
• Proficiency with SQL and Power BI.
• Ability to discuss systems, data flows, automation opportunities, and IT architecture.
• Strong stakeholder management and documentation skills.

Required soft skills

• Structured problem-solving abilities.
• Strategic and analytical thinking.
• Organizational and time management skills.
• Ability to manage conflicting priorities.
• Ability to influence without authority.

Preferred qualifications

• Certifications such as CBAP, PMP, CPA, or other related credentials.
• Treasury operations experience, particularly payments processing.
• Experience with process mapping tools.
• Experience with project management tools such as Jira, MS Project, or Smartsheet.
• Exposure to ERP systems and Treasury platforms.
• Experience with system implementations, workflow automation, or large transformation programs.
• Experience with operational improvement initiatives.