Project Description | Projects may include, but are not limited to: - Optimizing Processes within; Billing, QTC, RevRec, Accounting, and all other core FP&A functions
- Identifying opportunities for automation within technologies and processes
- Helping develop COE (Center of Excellence) for their Alteryx tool and other systems
- Supporting development and optimization of Oracle ERP and Zuora Billing
Additionally: Other business units will make requests for certain changes/optimizations within their tech stack and team and this individual will help with that intake and drive prioritization and execution of these requests. - This role is crucial for leading and implementing automation within accounting operations.
- You'll drive process excellence across the Chief Accounting Officer (CAO) organization, encompassing Quote-to-Cash, Record to Report, Procure to Pay, and Hire to Retire processes, as well as ERP, AI/Automation technologies, UIPath, Alteryx, and Tableau applications.
- This position involves identifying automation opportunities, developing business cases, managing prioritization and intake, and delivering digital transformation initiatives.
- As the strategic lead for large-scale automation, you'll build strong partnerships with key business stakeholders, DTS, and the CAO leadership team to deliver automation solutions.
- Success in this role hinges on critical thinking, effective planning and execution, and cross-functional collaboration across different teams and locations.
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Duties/Day to Day Overview | - Serve as a finance automation team lead to represent CAO in the overall company automation strategy.
- Interface with cross-functional teams within the CAO organization to evaluate and advise on the art of the possible. Automation to drive process simplification and improvements
- Partner with the DTS Automation team to develop the intake process, establish prioritization governance, and build ROI metrics to showcase the business values of using automation
- Partner across the accounting operations teams to drive automation delivery and ensure alignment on priorities
- Work with different technologies and drive the best practices to adopt the right technology for process automation.
- Develop a COE for Alteryx to manage the standards, share knowledge, and establish best practices.
- Encourage the sharing of best practices and insights among all members of the team.
Inspire change and collaboration among diverse and distributed teams. - Finance Process Automation - Strategy and Execution [UiPath, Power Automate. Enterprise Software automation tools ex. Oracle, Zuora, etc.]
- Support and drive automation by initiating, discussing, and rationalizing finance use cases and business values across the COA team, with the stretch goal of working across the finance organization (FP&A, Revenue operations, Corporate finance, tax, and international finance).
- Improving the effectiveness of the finance function
- Measuring and benchmarking finance operational processes performance, identifying current process maturity
- Identifies the next steps for each process improvement based on the current and desired state & prioritizes high-impact activities with opportunities for improvement.
- Finance Data Management
- Represent finance and accounting teams to support accounting, revenue, and other finance data management, reporting, and dashboarding.
- Enable data analysis and reporting to provide business insights - revenue, billing, purchasing, payables etc.
- Develop a center of Excellence for Alteryx.
- Extend Alterx Management and automation across the CAO organization, leading to the building and management of the Alteryx Center of Excellence.
- Develop Alteryx strategy, governance, and scale framework to expand the benefits across the finance organization (FP&A, Revenue, etc.]
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Top Requirements (Must haves) | - 5+ Years of experience as a Business Analyst/Lead in FP&A
- SAAS, Tech, FinTech Background
- Experience launching projects from 0 -> 1 within FP&A
- Focus on Automation by leveraging AI tech
- Ability to build business case around optimization recommendations and gain executive buy in
- Ability to benchmark financial operations and financial data to identify opportunities for optimization
- Great communication skills
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Additional Qualifications | - Experience with Alteryx is strongly preferred
- Experience executing on Business results and can articulate that experience well
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