Financial Operations & Process Improvement Specialist

Lockton Companies; Overland Park (KS); Hybrid; USD 60,000 - 90,000; Full time

Job summary

Lockton Companies in Overland Park, Kansas, is seeking a detail-oriented professional for the Accounting Operations team to resolve incidents in IBA transactions and prevent recurrence. You will publish knowledge base updates and collaborate with Account Teams, IBA teammates and global centers to keep work flowing accurately.

The role emphasizes process engineering, trend analysis, and training support to improve speed, consistency, and controls. Hybrid work in Kansas City area.

Qualifications

• Detail orientation, curiosity, and accountability, you close cases accurately.
• Clear written communication and stakeholder empathy.
• Proficiency with Excel, Word, Outlook and comfort working in a fast paced, complex environment.
• Collaboration skills to work across teams

Responsibilities

• Triage incidents and resolve issues using documented playbooks and processes.
• Maintain clear case notes and publish/refresh Knowledge Base entries for common IBA issues to improve first time resolution.
• Partner with Account Teams, IBA teammates and the Global Finance Service Center to remove blockers and keep transactional work flowing.
• Identify recurring patterns across incident categories; quantify impact and share trends.
• Collaborate with Accounting Operations Team, Automation/Systems, and offshore teams to design permanent fixes and reduce repeat tickets.
• Contribute to decision trees/SOPs that improve speed, consistency, and controls; help socialize changes through training moments.

Skills

Detail orientation

Written communication

Collaboration

Tools

Excel

Word

Outlook

Job description

Lockton Companies in Overland Park, Kansas, is seeking a detail-oriented professional for the Accounting Operations team to resolve incidents in IBA transactions and prevent recurrence. You will publish knowledge base updates and collaborate with Account Teams, IBA teammates and global centers to keep work flowing accurately.

The role emphasizes process engineering, trend analysis, and training support to improve speed, consistency, and controls. Hybrid work in Kansas City area.