Transition & Process Improvement Lead (Finance Shared Services/ Lift-and-shift)

Capacita Human Resource Management Consultancy; Makati; On-site; PHP 1,000,000 - 1,800,000; Full time

Job summary

Capacita Human Resource Management Consultancy seeks a Transition & Process Improvement Lead to establish and optimize a new Shared Services operation. You will centralize finance activities, design governance, and drive efficiency across the organization in collaboration with senior leadership.

You will lead cross-functional teams, develop roadmaps, and implement governance standards to ensure successful transitions and sustained performance improvements.

Qualifications

• Bachelor's degree required in a related field.
• At least 5 years of experience in Finance Process Improvement, Shared Services, Finance Operations, or Transition/PM.
• Strong understanding of finance processes (AP, AR, GL, etc.).
• Experience working within Shared Services or Global Business Services environments.
• Proven project management experience.
• SAP experience is highly preferred.
• Lean Six Sigma certification is an advantage, but not required.
• Practical and hands-on, accountable and reliable, flexible and adaptable, organized and detail-oriented.
• Strong project leader, collaborative team player, proactive problem solver, results-driven, able to manage multiple priorities.

Responsibilities

• Assess finance processes across business units and identify opportunities for Shared Services migration.
• Lead transition planning and execution for finance process centralization.
• Drive process improvement initiatives to improve efficiency, quality, and service delivery.
• Develop transition plans, governance structures, and implementation roadmaps.
• Lead stakeholder meetings and coordinate transition workstreams.
• Work closely with Finance, Operations, and senior management to ensure successful implementation.
• Establish KPIs, process documentation, and governance standards.
• Identify risks and ensure smooth business continuity throughout transition activities.
• Promote a culture of continuous improvement across the organization.

Skills

Project management

Stakeholder management

Continuous improvement

Cross-functional collaboration

Education

Bachelor's degree in Accountancy, Finance, Business, Industrial Engineering, or related field

Tools

SAP

Job description

About the role

We're looking for a Transition & Process Improvement Lead to play a key role in establishing and enhancing a new Shared Services operation. This position will focus on improving and standardizing finance processes while supporting the transition of finance activities from individual business units into a centralized Shared Services environment. Working closely with senior leadership and cross-functional stakeholders, you'll identify opportunities to streamline operations, lead transition initiatives, improve process efficiency, and help establish governance frameworks that will support the organization's long-term growth.

Key responsibilities

• Assess finance processes across business units and identify opportunities for Shared Services migration.

• Lead transition planning and execution for finance process centralization.

• Drive process improvement initiatives to improve efficiency, quality, and service delivery.

• Develop transition plans, governance structures, and implementation roadmaps.

• Lead stakeholder meetings and coordinate transition workstreams.

• Work closely with Finance, Operations, and senior management to ensure successful implementation.

• Establish KPIs, process documentation, and governance standards.

• Identify risks and ensure smooth business continuity throughout transition activities.

• Promote a culture of continuous improvement across the organization.

About you

• Bachelor's Degree in Accountancy, Finance, Business, Industrial Engineering, or related field.

• At least 5 years of experience in Finance Process Improvement, Shared Services, Finance Operations, Business Process Improvement, or Transition or Project Management.

• Strong understanding of finance processes (AP, AR, GL, etc.).

• Experience working within Shared Services or Global Business Services environments.

• Proven project management experience.

• SAP experience is highly preferred.

• Excellent stakeholder management skills.

• Lean Six Sigma certification is an advantage, but not required.

• Practical and hands‑on, accountable and reliable, flexible and adaptable, organized and detail‑oriented.

• Strong project leader, collaborative team player, proactive problem solver, results‑driven, able to manage multiple priorities.

Benefits

• Be part of building the company's first Shared Services Center.

• Work directly with senior leadership.

• Own enterprise-wide finance transformation initiatives.

• Influence future HR and IT Shared Services projects.

• High visibility and long-term career growth.

About us

Our client is a growing organization that is establishing a modern Shared Services Center to support multiple business units. As the company continues to centralize and enhance its operations, you'll have the opportunity to contribute to a high-impact transformation initiative while working closely with senior leadership in a collaborative and growth-oriented environment.