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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 service delivery solutions, including the development of staffing models, governance frameworks, and process improvement strategies. Proficient in leveraging advanced analytics, RPA, and AI to enhance operational efficiency and support large-scale RFP responses.
Highest-signal resume keywords
Finance & Accounting OperationsRFP Response ManagementProcess Improvement StrategiesAdvanced Microsoft ExcelERP Platforms (SAP, Oracle)
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 OperationsRFP Response ManagementProcess ImprovementFinancial ModelingCapacity ModelingGovernance FrameworksService Delivery ModelsData AnalysisWorkflow AutomationBusiness Process Services
Soft Skills
Business WritingExecutive Presentation SkillsCollaborationAdvisory SkillsFacilitation
Tools & Technologies
Microsoft ExcelMicrosoft PowerPointRPAOCRAIWorkflow Platforms
Industry Keywords
BPOShared ServicesConsultingFinance TransformationLeanSix Sigma
Tech Stack
Tools & technologiesERPOracleRPA
About the role
Key responsibilities & impact- Design end-to-end Finance & Accounting service delivery 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
- Use benchmark data to establish productivity assumptions, staffing estimates, cost models, performance targets, and service level commitments
- 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
- 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 Finance & Accounting 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 or 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 benefits effective from day one
- Retirement savings programs
- Employee discounts on merchandise, services, travel, and more
- Career growth opportunities within a global organization
- Paid training
- Paid time off
- Award-winning work environment valuing diversity and inclusion
- Health insurance coverage
- Voluntary dental and vision programs
- Life and disability insurance
- Paid holidays
- PTO, vacation, and/or sick time
- Potential bonus or incentive eligibility based on business need