Our client is redefining what finance operations can be. Their Finance Solutions team is the engine behind that transformation, blending finance expertise with automation, analytics, and innovation. This isn’t about keeping the lights on; it’s about building the future of finance inside a Fortune 500 environment.
If you’re someone who loves solving complex problems, thrives in a fast-paced setting, and gets energized by making work simpler and smarter, this is where you’ll shine.
Key Outcomes
- Automation Impact: At least 25% of routine finance processes automated or streamlined (billing, AR reporting, reconciliations).
- Data Quality: Establish robust, governed data pipelines for core finance datasets (billing, AR / AP, reconciliations, close).
- Stakeholder Adoption: Deliver SOPs, dashboards, and training that drive adoption across Finance Operations.
- KPI Reporting: Build and maintain dashboards for Finance VPs / Directors covering cycle times, AR aging, reconciliations, exception reporting.
- Continuous Improvement: Embed automation & analytics into the culture of Finance Operations.
80% adoption across Finance Operations.
Responsibilities
- Identify opportunities to simplify and automate Finance Operations processes (billing, AR / AP, reconciliations, reporting).
- Build and manage data pipelines (SQL / SnowSQL, Snowflake) and structured datasets for analytics.
- Develop and maintain dashboards and KPIs in Power BI; design exception reports and automated workflows.
- Lead automation projects using Alteryx, Power Automate, Power BI, and RPA tools (in partnership with IT).
- Create SOPs, training materials, and run workshops to drive adoption of new tools / processes.
- Partner with Finance leaders (Directors, VPs) to plan projects, communicate results, and ensure alignment to strategy.
- Support change management — rollout strategies, stakeholder engagement, governance frameworks.
- Monitor data quality, troubleshoot issues, and ensure finance data is “analytics ready.”
Qualifications
Must-Have
- Bachelor’s degree in Finance, Accounting, Economics, Statistics, Data Analytics, or related.
- 3+ years in finance automation, process improvement, or consulting.
- Hands-on with SQL / SnowSQL, Power BI, Alteryx, Power Automate (Smartsheet a plus).
- Strong communicator who can translate technical solutions into plain English.
- Experience writing SOPs and leading training sessions.
Nice-to-Have
- Big 4 experience from consulting or advisory
- Exposure to SAP S4 / HANA, OneStream, or similar ERP / consolidation systems.
- Python, VBA, or other scripting experience.