Finance Process Documentation Consultant

your Jared; Northern (KY); Hybrid; USD 90,000 - 103,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) Savings Plan

Employee Stock Purchase Plan

Professional Development Program

Paid Time Off

Job summary

RGP is seeking a hands-on Finance Process Documentation Consultant to document and analyze financial data and operational processes across functions. You will interview stakeholders, trace data flows from source to outputs, review SQL scripts, spreadsheets, and transformation logic, and create clear current-state documentation and process maps using Lucidchart, Visio, and Office tools.

This contract role is remote (Pacific Time) for 3 months with potential for future phases and opportunities to

Qualifications

• Understand finance, accounting, operations, or enterprise systems.
• Document complex finance processes and translate stakeholder knowledge to clear deliverables.
• Read and understand SQL queries and data transformations to identify source data and outputs.
• Proficiency with spreadsheets, lookups, and data transformation logic.
• Excellent communication and stakeholder management skills.
• Experience developing process maps, SOPs, or current-state assessments.

Responsibilities

• Map and document end-to-end finance and business processes across multiple teams.
• Conduct stakeholder interviews to capture workflows, ownership, dependencies, controls, and decisions.
• Trace data from source systems through downstream processes and outputs; document inputs, transformations, and handoffs.
• Review SQL scripts, spreadsheets, lookups, and matching logic to understand data usage.
• Identify undocumented procedures, dependencies, risks, and improvement opportunities.
• Create detailed written documentation and process maps communicating current-state workflows.
• Develop narratives, workflows, and visual diagrams using Lucidchart, Visio, Google Workspace, or Office.
• Highlight inefficiencies and opportunities for automation or governance.
• Deliver documentation usable by future business, technical, or automation teams.
• Collaborate with finance, operations, and stakeholders for a comprehensive view.

Skills

Finance domain knowledge

Process documentation

Stakeholder interviewing

SQL reading

Excel / data analysis

Communication

Consulting mindset

Tools

Lucidchart

Visio

Google Workspace

Microsoft Office

Job description

About This Role

We are seeking a hands-on, detail-oriented Finance Process Documentation Consultant to help document and analyze complex financial data and operational processes. Working across multiple business functions, you will develop a clear understanding of how critical financial data is sourced, transformed, managed, and consumed throughout the organization.

This role is ideal for someone who enjoys uncovering undocumented processes, interviewing stakeholders, tracing data flows, and translating complex workflows into clear, actionable documentation. Your work will create the foundation for future process improvement, governance, and automation initiatives.

Work Location: Remote, aligned to Pacific Time.

Duration: 3-month contract for the initial phase, with potential for future phases.

Pay Rate Range: $65/hr-$75/hr, depending on experience.

What You Will Work On

• Map and document complex end-to-end finance and business processes across multiple functional teams.
• Conduct stakeholder interviews to understand current workflows, ownership, dependencies, controls, and decision-making processes.
• Trace data from source systems through downstream processes and outputs, documenting key inputs, transformations, business rules, and handoffs.
• Review existing SQL scripts, spreadsheets, lookups, matching logic, and manual data processes to understand how information is processed and utilized.
• Identify undocumented procedures, process dependencies, knowledge gaps, and operational risks.
• Create detailed written documentation and process maps that clearly communicate current-state workflows.
• Develop user-friendly process narratives, workflows, and visual process diagrams using tools such as Lucidchart, Visio, Google Workspace, or Microsoft Office.
• Surface process inefficiencies, risks, and opportunities for improvement.
• Deliver documentation that can be leveraged by future business, technical, or automation teams to support transformation initiatives.
• Partner with finance, operations, and business stakeholders to establish a comprehensive current-state view of critical business processes.

What You Will Bring

• Strong understanding of finance, accounting, business operations, or enterprise systems.
• Demonstrated experience documenting complex finance business processes and translating stakeholder knowledge into clear written and visual deliverables.
• Ability to read and understand SQL queries and data transformations to identify source data, logic, and outputs.
• Experience creating or modifying SQL is a plus, but not required.
• Proficiency working with spreadsheets, data analysis, lookups, and data transformation logic.
• Strong analytical and problem-solving skills with the ability to trace data across multiple systems and processes.
• Experience developing process maps, workflow diagrams, standard operating procedures, or current-state assessments.
• Excellent communication and stakeholder management skills.
• Strong attention to detail and ability to synthesize large volumes of information into organized, actionable documentation.
• Consulting mindset with the ability to work independently in an evolving environment.
• Prior experience supporting process improvement, transformation, governance, or automation initiatives is highly desirable.

What You Can Expect

• An inspirational place for you to do your best work, be engaged in meaningful ways, and continually develop the skills, competencies and qualities that set our team apart.
• Compensation commensurate with your qualifications, experience, and other factors including geographic location, market and operational factors.
• Total Rewards include: Medical, Dental, Vision, Life Insurance, Disability Insurance, 401(k) Savings Plan, Employee Stock Purchase Plan, Professional Development Program, Paid Time Off and Paid Sick Time (in geographies where legally required).

What We Do

At RGP, we're creating a future where businesses produce their best work without constraints. We've built a global network of over 2,600 experts across four regions, providing a comprehensive suite of solutions across on-demand talent, next-generation consulting, and outsourced services to support organizations at every stage of their growth journey. Trusted by Fortune 100 companies and emerging disruptors alike, we challenge conventional ways of working, drive growth, and pave the way for long-term success through bold innovation and fearless collaboration.

Our values guide everything we do and strengthen our commitment to people. By combining smart processes, human-centered design, and advanced technology, we celebrate our team's excellence and ensure we grow together. We believe in the power of continuous learning and development to drive both individual and organizational success. It’s time to rethink how work gets done. Dare to Work Differently with RGP.

RGP is proud to be an Equal Opportunity Employer and committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity, age, physical or mental disability, genetic information, veteran status, or any other legally protected trait and encourage all applicants to apply.