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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 scalable operating models and service delivery strategies. Proficient in analyzing financial metrics and leading RFP responses while ensuring effective collaboration with stakeholders.
Highest-signal resume keywords
Finance & Accounting OperationsF&A Outsourcing Solution DesignRFP Response ManagementAdvanced Microsoft ExcelProcess Improvement Methodologies
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
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Hard Skills
Finance & Accounting OperationsF&A Outsourcing Solution DesignStaffing Model DevelopmentFinancial ModelingProcess AutomationData AnalysisCapacity ModelingService Level CommitmentsGovernance FrameworksCost Modeling
Soft Skills
Business WritingExecutive Presentation SkillsCollaborationClient Relationship ManagementFacilitation
Tools & Technologies
Microsoft ExcelMicrosoft PowerPointRPAOCRAIWorkflow PlatformsERP PlatformsSAPOracle
Industry Keywords
Business Process OutsourcingShared ServicesConsultingFinance TransformationContinuous Improvement
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 onshore, nearshore, offshore, and hybrid service delivery strategies
- Design organizational structures, staffing models, governance frameworks, and service management models
- Identify process improvement and automation opportunities using workflow, AI, OCR, RPA, and analytics
- 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 for 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 proposal reviews, client presentations, solution workshops, and due diligence sessions
- Facilitate discovery workshops and present recommendations to executive stakeholders
- Respond to client questions and serve as a trusted advisor throughout the sales lifecycle
- Develop transition and implementation approaches and assess transition risks
- Define governance, reporting, and continuous improvement frameworks
- Support handoff from sales 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
- Preferred: Experience in BPO, shared services, consulting, or finance transformation environments
- Preferred: Knowledge of ERP platforms such as SAP and Oracle
- Preferred: Experience with RPA, OCR, AI, and workflow platforms
- Preferred: Familiarity with Six Sigma, Lean, or continuous improvement methodologies
Benefits
Comp & perks- Comprehensive health and welfare plans effective from day one
- Retirement savings programs
- Employee discounts on merchandise, services, travel, and more
- Career growth opportunities
- Paid training
- Paid time off (PTO)
- Award-winning, diverse, and inclusive work environment
- Health insurance coverage
- Voluntary dental and vision programs
- Life and disability insurance
- Paid holidays
- Vacation and/or sick time
- Potential bonus or incentive based on business need