The Finance Optimization & Automation Senior Analyst will lead process excellence, automation, digital transformation, and continuous improvement initiatives across GBS Finance Operations.
The role focuses on analyzing, redesigning, standardizing, optimizing, and automating finance processes across the Order-to-Cash (O2C), Procure-to-Pay (P2P), and Record-to-Report (R2R) value streams, with the goal of improving efficiency, scalability, controls, service quality, and stakeholder experience.
The position will partner with Finance Operations, GBS Leadership, Digital Transformation, IT, and global stakeholders to implement technology-driven solutions and support a best-in-class Finance service delivery model.
Reports to: Head of Finance, GBS Americas
Key Responsibilities
Finance Process Excellence & Optimization
- Analyze and continuously improve finance processes across O2C, P2P, and R2R.
- Lead process mapping, redesign, standardization, and optimization initiatives.
- Identify inefficiencies, bottlenecks, process variations, and non-value-added activities.
- Apply Lean, Six Sigma, and Operational Excellence methodologies.
- Ensure alignment with internal controls, compliance, risk management, and audit requirements.
O2C, P2P & R2R Optimization
- Improve processes related to collections, disputes, billing, cash application, credit management, and customer onboarding.
- Optimize vendor onboarding, invoice processing, approvals, purchase orders, and payment operations.
- Improve month-end/year-end close, journal entries, reconciliations, financial reporting, and accounting processes.
- Identify opportunities to simplify workflows and improve accuracy, efficiency, and cycle times.
Automation & Digital Transformation
- Identify, prioritize, and implement automation opportunities across Finance Operations.
- Develop automation use cases using technologies such as Power Automate, UiPath, Automation Anywhere, and other workflow solutions.
- Partner with Finance Technology and IT teams to implement automation and Low-Code/No-Code solutions.
- Develop business cases and ROI assessments for transformation initiatives.
- Monitor automation performance and business impact.
Artificial Intelligence & Innovation
- Act as a Finance subject matter expert for Artificial Intelligence and emerging technologies.
- Identify and develop AI use cases across Accounts Receivable, Accounts Payable, General Accounting, Financial Close, Reporting, and Shared Services.
- Support solutions using Generative AI, AI Agents, Digital Assistants, and Predictive Analytics.
- Promote responsible AI adoption while ensuring compliance, security, and governance.
- Measure the productivity, quality, and service impact of AI initiatives.
Performance & Continuous Improvement
- Define and monitor KPIs, SLAs, cycle times, productivity, quality, automation adoption, and stakeholder satisfaction.
- Develop dashboards and performance reporting.
- Conduct root cause analysis and lead corrective actions.
- Facilitate continuous improvement and problem-solving initiatives across Finance Operations.
Stakeholder Management & Change Enablement
- Collaborate with Finance Leaders, GBS Leaders, Business Controllers, IT, Digital Transformation, and regional stakeholders.
- Facilitate workshops focused on process redesign, technology adoption, and continuous improvement.
- Support change management, communication, training, and adoption of new solutions.
- Act as a trusted advisor on Finance Transformation, Process Excellence, Automation, and AI.