Process Excellence Lead

Insight Global; Newark (NJ); On-site; USD 120,000 - 190,000; Full time

Job summary

Insight Global seeks an experienced Business Transformation & Process Engineering Lead to partner with executive stakeholders and cross-functional teams. You will identify, assess, and execute strategic transformation opportunities, leading complex process engineering from current-state assessment through future-state design and implementation planning.

Ideal candidates blend management consulting experience with financial services knowledge and strong business acumen, able to drive measurable

Qualifications

• Bachelor’s degree required; MBA or equivalent preferred.
• Proven management consulting experience is required.
• Strong stakeholder and relationship-management capabilities.
• End-to-end process engineering and re-engineering experience.
• Experience in large-scale financial services transformation.
• Ability to lead executive-level discussions and workshops.

Responsibilities

• Partner with executives to identify and prioritize opportunities.
• Lead discovery sessions and executive workshops.
• Oversee process engineering including current-state mapping and future-state design.
• Collaborate with business, technology, data, risk, and operations teams.
• Develop strategic roadmaps and business cases for transformation.
• Coach teams and transfer knowledge on process-engineering methods.

Skills

Management Consulting

Stakeholder Management

Process Engineering

Executive Facilitation

Education

Bachelor’s degree

MBA or equivalent

Job description

Job Description

We are seeking an experienced Business Transformation & Process Engineering Lead to partner with executive stakeholders and cross-functional teams to identify, assess, and execute strategic transformation opportunities.This individual will lead complex business process engineering and re-engineering initiatives from current-state assessment through future-state design and implementation planning. The ideal candidate combines management consulting experience, financial services expertise, process transformation capabilities, executive-level communication, and strong business acumen.

The role requires someone who can operate strategically with senior leadership while also working hands-on with business, technology, data, AI, risk, compliance, and operations teams to drive measurable outcomes.

Key Responsibilities

• Partner with executive stakeholders to identify, assess, and prioritize opportunities aligned with strategic business objectives.
• Lead discovery sessions, executive workshops, and working sessions to uncover business challenges, define transformation opportunities, and align stakeholders around a shared vision.
• Lead and contribute to end-to-end process engineering and business process re-engineering, including:
  • Current-state assessment
  • Process mapping
  • Root-cause analysis
  • Future-state design
  • Implementation planning
• Work directly with business and functional teams to challenge existing processes, simplify workflows, eliminate friction and non-value-added activities, and design more effective and scalable ways of working.
• Develop strategic roadmaps that translate enterprise priorities into a sequenced portfolio of initiatives while balancing business value, feasibility, organizational readiness, and risk.
• Build compelling business cases and executive recommendations supported by quantitative and qualitative analysis.
• Guide cross-functional teams through the development of future-state operating models, processes, decision structures, and workforce impacts.
• Drive alignment across business, technology, data, risk, compliance, and operations teams while helping teams navigate complex process and execution challenges.
• Establish repeatable process-engineering approaches and transfer knowledge and capabilities to broader teams through hands-on coaching and collaboration.
• Identify dependencies, risks, barriers, and organizational challenges while developing actionable plans to maintain progress toward business objectives.
• Collaborate with AI, data, and technology teams to ensure business objectives remain at the center of solution design and implementation decisions.
• Monitor emerging AI capabilities, industry trends, and competitive developments to continuously inform transformation strategy and opportunity identification.
• Develop executive communications, strategic narratives, and leadership materials that clearly articulate progress, outcomes, and future opportunities.

Skills and Requirements

• Bachelor’s degree required; advanced degree such as an MBA or equivalent preferred.
• Proven management consulting experience is required.
• Strong stakeholder and relationship-management capabilities, including:
  • Trusted-advisor relationships
  • Executive facilitation
  • Conflict resolution
  • Influence across complex matrixed organizations
• Demonstrated experience with end-to-end process engineering and business process re-engineering, including process diagnostics, current-state and future-state design, root-cause analysis, and implementation.
• Strong financial and business acumen with experience developing:
  • Business cases
  • Value frameworks
  • Measurable outcome metrics
  • Benefit ownership
  • Sustained performance-management approaches
• Experience supporting large-scale financial services transformation, including practical experience navigating:
  • Risk
  • Compliance
  • Controls
  • Operational resilience
  • Data
  • Legacy technology constraints
• Experience facilitating executive-level discussions, workshops, and decision-making forums involving multiple stakeholders with competing priorities.
• Proven ability to influence senior leaders and establish alignment across complex organizational environments.
• Exceptional communication, storytelling, and synthesis skills, with the ability to communicate complex concepts in a simple and compelling manner.
• Experience leading multiple concurrent initiatives and managing cross-functional dependencies across business and technology organizations.
• Strong analytical and problem-solving capabilities with a demonstrated ability to translate data into strategic insights and recommendations.
• Ability to navigate ambiguity, operate independently, and drive outcomes in fast-paced and evolving environments.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that beliefs everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [e-mail].