Treasury Process Optimization Analyst
Job Summary
An Operations Analyst III is sought to lead a major transformation engagement focused on conducting internal process reviews and streamlining workflows across end-to-end Treasury and Finance operations. The role combines structured problem-solving, stakeholder facilitation, and technical data analysis using SQL and Power BI in a hybrid work model. The position offers strong learning, high visibility, and enterprise growth potential.
Responsibilities
- Lead process reviews and map current-state workflows
- Analyze operational data using SQL and Power BI
- Partner with business and IT to execute improvement plans
- Define and track realized business benefits and governance
- Engage stakeholders across Treasury, Finance, and IT
Required Skills
- Minimum 6 years in process improvement or transformation
- Proficiency with SQL and Power BI
- Understanding of Finance or Treasury Operations
- Strong communication and problem-solving skills
- Bachelor’s degree in a related field
Job Details
Job Description
As an Operations Analyst III, you will partner directly with cross-functional business stakeholders, senior leadership, and IT teams to review, map, and optimize core business operations. You will analyze current-state workflows, identify operational inefficiencies, and develop practical future-state solutions to drive efficiency, enhanced controls, and automation. This is primarily a back-office, deliverable-focused position that combines structured problem-solving, stakeholder facilitation, and technical data analysis using SQL and Power BI.
Advantages
• High-Visibility Execution: Directly influence strategic process-improvement initiatives and engage with senior leadership.
• Strong Growth & Extension Potential: Possibility for contract extension or conversion to permanent employment.
• Dynamic Environment: Join a collaborative, tech-focused 23-member team dedicated to operational excellence.
• Work-Life Balance & Flexibility: Hybrid work model paired with flexible scheduling to coordinate with global partners.
Responsibilities
• Process Review & Analysis: Lead detailed process deep dives with cross-functional teams to assess current-state workflows, risk areas, and control points.
• Documentation & Mapping: Document findings, gaps, and future-state workflows in a structured, actionable, and clear manner.
• Data & Technical Insights: Leverage SQL and Power BI to analyze operational data, uncover inefficiencies, and build meaningful progress reports.
• Execution & Action Planning: Partner with business and IT teams to define execution plans, prioritize improvement initiatives, and track milestone delivery.
• Process Governance: Maintain transparent process-improvement trackers to monitor progress, risks, dependencies, and audit/compliance alignment.
• Benefit Measurement: Define, track, and quantify realized business benefits (e.g., risk reduction, throughput improvements, and efficiency gains) to report to executive stakeholders.
• Stakeholder Engagement: Facilitate alignment across Treasury, Finance, and IT leadership to navigate competing priorities and guide best practices.
Qualifications
• Experience: Minimum of 6 years of relevant experience in operational process improvement, business transformation, management consulting, or process analysis.
• Hard Skills: Proven hands-on proficiency with SQL and Power BI for data analysis and visualization.
• Domain Knowledge: Solid understanding of operational processes within Finance or Treasury Operations (experience with payments processing is a strong asset).
• Soft Skills: Exceptional communication, structured problem-solving, time management, and stakeholder engagement capabilities.
• Education: Bachelor’s degree in Business, Finance, Accounting, Information Systems, or a related field (or equivalent experience).
• Preferred / Nice-to-Haves:
- Experience with process mapping tools (e.g., Jira, MS Project, Smartsheet).
- Exposure to ERP systems, Treasury platforms, workflow automation, or change management principles.
- Industry certifications such as PMP, CBAP, CPA, or related credentials.