Process Improvement & End User Automation Manager / Senior Manager

HFG Insurance Recruitment; Kuala Lumpur; On-site; MYR 180,000 - 320,000; Full time

Job summary

HFG Insurance Recruitment seeks an experienced Process Improvement & End User Automation Manager/Senior Manager to lead transformation within a Finance Shared Services environment. You will drive digital transformation, productivity, standardisation and data-driven decisions in partnership with Finance, Technology and Risk teams.

You will design automation roadmaps, manage portfolios, develop analytics, and implement governance, with a focus on measurable benefits, scalability and responsible AI

Qualifications

• 10+ years of progressive experience in analytics, automation, process improvement, digital transformation, finance transformation or shared services.
• 5+ years of leadership experience managing teams, transformation portfolios and/or enterprise-scale automation initiatives.
• Proven experience defining strategy, managing roadmaps and delivering measurable transformation outcomes.
• Strong experience with Microsoft Power Platform, Power Automate, Power Apps, Alteryx and/or similar enterprise automation platforms.
• Strong experience in Power BI, SQL, data modelling and advanced Excel.
• Experience implementing process improvement initiatives with measurable business benefits.
• Strong senior stakeholder management, communication and influencing skills.
• Experience in finance transformation, shared services, insurance, banking, healthcare or large enterprise environments is advantageous.
• Experience with AI-enabled/intelligent automation, Microsoft Copilot, Azure AI, Agentic AI, LLMs or AI workflow orchestration is advantageous.
• Experience establishing governance frameworks, control standards, operating models and benefits-tracking mechanisms is highly valued.

Responsibilities

• Define and drive the process improvement, analytics, automation and intelligent automation roadmap.
• Manage the transformation portfolio, including demand intake, prioritisation, business cases, delivery governance and benefits tracking.
• Identify high-value opportunities to improve productivity, operational efficiency, controls, scalability and user experience.
• Track and communicate value realisation, including FTE capacity release, cycle-time reduction, cost avoidance, quality improvement and risk reduction.
• Lead the development of data analytics and business intelligence solutions supporting business and operational decision-making.
• Design and implement automated data preparation, cleansing, transformation and validation workflows using Alteryx and related analytics tools.
• Develop dashboards, scorecards and management reporting using Power BI and other visualisation platforms.
• Establish appropriate data quality, reporting and governance standards.
• Lead continuous improvement initiatives using Lean, Six Sigma, Kaizen and related methodologies.
• Facilitate process mapping and identify bottlenecks, failure points and inefficiencies.
• Conduct root cause analysis and develop sustainable improvement solutions.
• Establish KPIs, process performance measures and benefits-tracking mechanisms.
• Drive simplification, standardisation and harmonisation of processes.
• Evaluate, pilot and deploy Agentic AI and intelligent automation use cases.
• Identify opportunities to apply AI to Finance and shared services processes.
• Establish appropriate governance, controls, security and responsible AI practices.
• Partner with Technology and business stakeholders to scale successful AI solutions.
• Act as a trusted business partner to senior Finance, Technology, Risk and business stakeholders.
• Manage transformation demand, priorities, delivery pipelines and competing requirements.
• Present strategic recommendations, portfolio updates, risks, investment options and value realisation to senior management.
• Facilitate alignment across business, technology, risk and governance teams.
• Establish governance standards for end-user-developed automation and analytics solutions.
• Ensure solutions comply with organisational policies, security standards and regulatory requirements.
• Implement appropriate controls, documentation, audit trails and operational support procedures.
• Conduct solution health checks and periodic reviews to ensure sustainability.
• Lead, coach and develop automation developers, analysts, process improvement specialists and citizen developers.
• Establish delivery methodologies, solution design standards, QA practices and operating models.
• Drive capability building through training, coaching and communities of practice.
• Lead change enablement, stakeholder readiness, adoption and post-implementation sustainability.

Skills

Alteryx Designer

Power BI

SQL

Advanced Excel

Tableau

Microsoft Power Automate

Power Apps / Power Platform

UiPath

Automation Anywhere

Blue Prism

VBA

Agentic AI

AI Workflow Orchestration

Lean Six Sigma

Value Stream Mapping

Process Mining

Business Process Management

Education

Bachelor's Degree in Information Systems, Computer Science, Data Analytics, Engineering, Finance, Business

ACCA equivalent considered

Lean Six Sigma Green Belt / Black Belt

Microsoft Power Platform Functional Consultant certification

Microsoft Power BI Data Analyst certification

Alteryx Designer Core certification

PMP, PRINCE2 or Agile certification

AI-related certifications desirable

Tools

Tableau

Alteryx Designer

Microsoft Power Platform

Power Automate

Job description

We are looking for an experienced Process Improvement & End User Automation Manager / Senior Manager to lead process excellence, analytics, automation and intelligent automation initiatives within a Finance Shared Services environment.

This role will play a key part in driving digital transformation, productivity improvement, process standardisation and data-driven decision-making, while partnering with senior stakeholders across Finance, Technology, Risk and other business functions.

Key Responsibilities

• Define and drive the process improvement, analytics, automation and intelligent automation roadmap.
• Manage the transformation portfolio, including demand intake, prioritisation, business cases, delivery governance and benefits tracking.
• Identify high-value opportunities to improve productivity, operational efficiency, controls, scalability and user experience.
• Track and communicate value realisation, including FTE capacity release, cycle-time reduction, cost avoidance, quality improvement and risk reduction.
• Lead the development of data analytics and business intelligence solutions supporting business and operational decision-making.
• Design and implement automated data preparation, cleansing, transformation and validation workflows using Alteryx and related analytics tools.
• Develop dashboards, scorecards and management reporting using Power BI and other visualisation platforms.
• Establish appropriate data quality, reporting and governance standards.

Process Automation & Digital Transformation

• Lead the design and implementation of automation solutions that reduce manual activities and improve process efficiency.
• Utilise Microsoft Power Platform, Power Automate, Power Apps, Alteryx and other low-code/no-code or RPA technologies.
• Identify and redesign processes to maximise automation opportunities across Finance and other corporate functions.
• Develop reusable automation frameworks, standards and templates.
• Maintain an automation pipeline and roadmap aligned with business priorities.

Process Excellence & Continuous Improvement

• Lead continuous improvement initiatives using Lean, Six Sigma, Kaizen and related methodologies.
• Facilitate process mapping and identify bottlenecks, failure points and inefficiencies.
• Conduct root cause analysis and develop sustainable improvement solutions.
• Establish KPIs, process performance measures and benefits-tracking mechanisms.
• Drive simplification, standardisation and harmonisation of processes.
• Evaluate, pilot and deploy Agentic AI and intelligent automation use cases.
• Identify opportunities to apply AI to Finance and shared services processes.
• Establish appropriate governance, controls, security and responsible AI practices.
• Partner with Technology and business stakeholders to scale successful AI solutions.

Senior Stakeholder Management

• Act as a trusted business partner to senior Finance, Technology, Risk and business stakeholders.
• Manage transformation demand, priorities, delivery pipelines and competing requirements.
• Present strategic recommendations, portfolio updates, risks, investment options and value realisation to senior management.
• Facilitate alignment across business, technology, risk and governance teams.
• Establish governance standards for end-user-developed automation and analytics solutions.
• Ensure solutions comply with organisational policies, security standards and regulatory requirements.
• Implement appropriate controls, documentation, audit trails and operational support procedures.
• Conduct solution health checks and periodic reviews to ensure sustainability.

Team Leadership & Capability Development

• Lead, coach and develop automation developers, analysts, process improvement specialists and citizen developers.
• Establish delivery methodologies, solution design standards, QA practices and operating models.
• Drive capability building through training, coaching and communities of practice.
• Lead change enablement, stakeholder readiness, adoption and post-implementation sustainability.

Requirements

• 10+ years of progressive experience in analytics, automation, process improvement, digital transformation, finance transformation or shared services.
• 5+ years of leadership experience managing teams, transformation portfolios and/or enterprise-scale automation initiatives.
• Proven experience defining strategy, managing roadmaps and delivering measurable transformation outcomes.
• Strong experience with Microsoft Power Platform, Power Automate, Power Apps, Alteryx and/or similar enterprise automation platforms.
• Strong experience in Power BI, SQL, data modelling and advanced Excel.
• Experience implementing process improvement initiatives with measurable business benefits.
• Strong senior stakeholder management, communication and influencing skills.
• Experience in finance transformation, shared services, insurance, banking, healthcare or large enterprise environments is advantageous.
• Experience with AI-enabled/intelligent automation, Microsoft Copilot, Azure AI, Agentic AI, LLMs or AI workflow orchestration is advantageous.
• Experience establishing governance frameworks, control standards, operating models and benefits-tracking mechanisms is highly valued.

Technical Skills

Analytics & Reporting

• Alteryx Designer
• Power BI
• SQL
• Advanced Excel
• Tableau

Automation

• Microsoft Power Automate
• Power Apps / Power Platform
• RPA: UiPath, Automation Anywhere, Blue Prism
• VBA

AI & Emerging Technology

• Agentic AI
• AI Workflow Orchestration

Process Excellence

• Lean Six Sigma
• Value Stream Mapping
• Process Mining
• Business Process Management

Preferred Qualifications

• Bachelor's Degree in Information Systems, Computer Science, Data Analytics, Engineering, Finance, Business or a related discipline; ACCA equivalent also considered.
• Lean Six Sigma Green Belt / Black Belt is advantageous.
• Microsoft Power Platform Functional Consultant certification is advantageous.
• Microsoft Power BI Data Analyst certification is advantageous.
• Alteryx Designer Core certification is advantageous.
• PMP, PRINCE2 or Agile certification is advantageous.
• AI-related certifications are desirable.

Success Measures

• Measurable productivity and FTE capacity savings through automation.
• Increased adoption of self-service analytics, reporting and AI capabilities.
• Reduced manual effort, cycle time and operational risk.
• Sustainable process improvements and measurable business benefits.
• Improved decision-making through modern analytics and automation solutions.
• Transformation initiatives delivered effectively and on schedule.