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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in designing Finance & Accounting outsourcing solutions, including the development of service delivery strategies and organizational structures. Proficient in leveraging automation technologies and analytics to drive process improvements and operational efficiency.
Highest-signal resume keywords
Finance & Accounting Operations ExperienceF&A Outsourcing Solution DesignAdvanced Microsoft Excel SkillsRFP Response ExperienceAutomation Technologies Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Finance & Accounting OperationsF&A Outsourcing Solution DesignStaffing Model DevelopmentFinancial ModelingProcess ImprovementCapacity ModelingService Delivery StrategyGovernance Framework DesignTransaction AnalysisPerformance Metrics Analysis
Soft Skills
Business WritingExecutive Presentation SkillsCollaborationClient EngagementTrusted Advisor
Tools & Technologies
Microsoft ExcelMicrosoft PowerPointERP PlatformsSAPOracleRPAOCRAIWorkflow PlatformsBenchmark Data
Industry Keywords
BPOShared ServicesConsultingFinance TransformationSix SigmaLeanContinuous ImprovementService Level CommitmentsCost ModelsOperating Models
Tech Stack
Tools & technologiesERPOracleRPA
About the role
Key responsibilities & impact- Design end-to-end Finance & Accounting outsourcing solutions across Source to Pay, Order to Cash, and Record to Report.
- Assess client requirements and translate them into scalable operating models.
- Develop service delivery strategies using onshore, nearshore, offshore, and hybrid delivery models.
- Design organizational structures, staffing models, governance frameworks, and service management models.
- Identify process improvement and automation opportunities using workflow, AI, OCR, RPA, and analytics solutions.
- Establish productivity assumptions, staffing estimates, cost models, performance targets, and service level commitments using benchmark data.
- Analyze transaction volumes, handling times, complexity factors, and operating metrics.
- Develop capacity models and forecasts to support deal pricing and business cases.
- Lead F&A solution responses for RFPs, RFIs, and client pursuits.
- Develop solution narratives, executive summaries, staffing approaches, transition methodologies, and service delivery models.
- Collaborate with pricing teams on cost models and commercial recommendations.
- Participate in client presentations, solution workshops, and due diligence sessions.
- Facilitate discovery workshops and present recommendations to executive stakeholders.
- Serve as a trusted advisor throughout the sales lifecycle.
- Develop transition and implementation approaches, assess risks, define governance and reporting frameworks, and support handoff to implementation teams.
Requirements
What you’ll need- Bachelor's degree in Accounting, Finance, Business Administration, or related field.
- 8+ years of Finance & Accounting operations, consulting, outsourcing, shared services, or business process services experience.
- 3+ years designing solutions for F&A outsourcing, managed services, or shared services organizations.
- Experience supporting large-scale RFP responses and competitive pursuits.
- Strong understanding of F&A process areas and operating models.
- Experience building staffing, productivity, and financial models using benchmark data.
- Advanced Microsoft Excel and PowerPoint skills.
- Strong business writing and executive presentation skills.
- Experience in BPO, shared services, consulting, or finance transformation environments.
- Knowledge of ERP platforms such as SAP, Oracle.
- Experience with automation technologies including RPA, OCR, AI, and workflow platforms.
- Familiarity with Six Sigma, Lean, or continuous improvement methodologies.
Benefits
Comp & perks- Remote Work: Enjoy the flexibility of working from home while optimizing your work-life balance.
- Health & Welfare Benefits: Comprehensive plans tailored to your needs, effective from day one.
- Retirement Savings: Robust programs to help you secure your financial future.
- Employee Discounts: Access to a wide range of discounts on merchandise, services, travel, and more.
- Career Growth Opportunities: Paths for advancement within a global organization.
- Paid Training: Learn while you earn with award-winning learning platforms.
- Paid Time Off: Competitive PTO packages to help you recharge.
- Great Work Environment: Join an award-winning culture that values diversity and inclusion.