Transformation Specialist – PMO + Process + Technical

Veracity Software Inc; New York (NY); Remote; USD 100,000 - 120,000; Full time

Job summary

A leading company is seeking a Transformation Specialist to support a global transformation project focused on optimizing tax and treasury processes. This role involves project management, process design, and technical enablement using tools like Power Automate and Alteryx. The ideal candidate will have extensive experience in project management and technology implementation, along with strong communication and analytical skills.

Qualifications

• 5-10 years of experience in project management, process optimization, and technology implementation.
• Hands-on experience with Power Automate, Power Apps, Wdesk, and/or Alteryx.

Responsibilities

• Lead project governance frameworks and execution plans.
• Support organizational structure design and process documentation.
• Guide teams in using Power Automate and Alteryx.

Skills

Project Management

Process Optimization

Technology Implementation

Communication

Analytical Skills

Tools

Power Automate

Power Apps

Wdesk

Alteryx

Job description

Transformation Specialist – PMO + Process + Technical

Transformation Specialist – PMO + Process + Technical

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Transformation Specialist - PMO + Process + Technical (2-3 Openings)

Location: Remote, United States

Duration: 12-24 Months

Employment Type: Contract

Domain: Tax and Treasury / Digital Transformation

Support a pivotal global transformation project aimed at reducing operational costs, optimizing tax and treasury processes, and freeing capacity through smart automation and role alignment. The initiative involves implementing technological tools and streamlining existing operations to phase out obsolete tasks.

Role Responsibilities:

Project Management & Support:

• Lead or assist in creating project governance frameworks and detailed execution plans.
• Track progress, facilitate escalation processes, and conduct regular status reviews.
• Coordinate project meetings and prepare summary reports for executive review.
• Advise teams on effective use of tools like Power Platform, Wdesk, and Alteryx.
  
  

Process & Change Management:

• Support the design of the future organizational structure and update core process documents, including RACI matrices, SOPs, and job descriptions.
• Drive alignment across departments, plan training activities, and prepare documentation for transitions or exits.
• Contribute to the development of an updated taxonomy and communication frameworks.
  
  

Technical Enablement:

• Guide teams in using Power Automate, Power Apps, Wdesk, and Alteryx to streamline processes.
• Work with business units to gather requirements and deliver secure, scalable custom workflows.
• Execute testing plans to ensure compliance with business rules and quality standards.
• Maintain comprehensive documentation, including user manuals, configuration logs, and architecture references.
  
  

Required Skills & Qualifications:

• 5-10 years of experience across project management, process optimization, and technology implementation.
• Hands-on experience with Power Automate, Power Apps, Wdesk, and/or Alteryx.
• Excellent communication skills and the ability to coordinate across multiple business units.
• Strong analytical and documentation skills.
  
  

Preferred:

• Experience in finance, tax, or treasury process optimization.
• Familiarity with business case reduction strategies and operational efficiency modeling.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  IT Services and IT Consulting

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