Lead end-to-end finance automation and transformation initiatives using RPA, AI, and Six Sigma. Manage teams, engage clients, integrate AI and analytics with IT, improve AP/AR/GL processes, oversee financial reporting and compliance, and drive innovation and measurable efficiency gains.
Summary Generated by Built In
Job Summary: We are seeking an experienced Senior Manager for our Finance and Accounting BPO team with expertise in automation project transformation, Six Sigma methodologies, AI technologies, and advanced finance and accounting processes. This role will be key to leading the design and implementation of innovative automation solutions to enhance operational efficiencies, drive process improvements, and optimize financial performance for our clients. The successful candidate will also play a pivotal role in leading a team of professionals to ensure the smooth execution of transformation initiatives, maintaining a high standard of service delivery, and ensuring alignment with business objectives. Key Responsibilities: Automation Project Transformation: Lead end-to-end automation projects, from initial scoping and design to implementation and post-implementation support. Utilize technologies such as Robotic Process Automation (RPA), AI, and machine learning to optimize Finance and Accounting processes. Process Improvement and Six Sigma: Use Six Sigma methodologies (DMAIC, Lean) to assess and improve existing processes, identify inefficiencies, and develop solutions to streamline operations. Lead process improvement initiatives across Finance and Accounting functions for clients. AI and Data Analytics Integration: Collaborate with IT and data teams to integrate AI-driven tools and analytics into finance operations. Leverage predictive analytics, AI, and other advanced technologies to automate decision-making and improve forecasting accuracy. Team Leadership and Management: Lead, mentor, and manage a team of finance professionals, guiding them in executing automation initiatives and driving a culture of continuous improvement. Ensure the team adheres to performance standards, timelines, and quality metrics. Client Relationship Management: Build and maintain strong relationships with clients, understanding their financial needs and challenges. Ensure that automation and process improvement initiatives align with their business objectives and deliver measurable value. Stakeholder Communication and Reporting: Act as the primary point of contact for internal and external stakeholders regarding automation projects and process improvements. Provide regular progress reports, risk assessments, and updates to senior leadership and clients. Financial Reporting and Compliance: Oversee financial reporting, budgeting, and forecasting activities. Ensure compliance with regulatory requirements, industry standards, and corporate governance frameworks. Innovation and Strategy: Continuously assess market trends and emerging technologies in Finance and Accounting to recommend innovative solutions that can improve client service delivery and business performance. Qualifications: Education: Bachelor’s degree in Finance, Accounting, Business Administration, or a related field. Advanced certifications such as CPA, CMA, or ACCA preferred. Six Sigma Green Belt or Black Belt certification highly preferred. Experience: Minimum of 8-10 years of experience in finance and accounting, with at least 4-5 years in a senior managerial role, ideally in a BPO environment. Proven experience leading automation projects and transformations in finance and accounting processes. Strong background in process improvement using Six Sigma or Lean methodologies. Experience with AI-driven solutions, RPA, or other intelligent automation technologies in finance operations. Skills and Competencies: Strong understanding of financial processes including Accounts Payable, Accounts Receivable, General Ledger, and Financial Reporting. Advanced knowledge of automation tools, RPA platforms (e.g., UiPath, Automation Anywhere, Blue Prism), and AI technologies in the finance domain. Excellent project management and organizational skills, with the ability to manage multiple projects simultaneously. Strong analytical and problem-solving abilities. Ability to lead teams in high-pressure environments and drive results. Excellent communication and interpersonal skills, with the ability to effectively collaborate with clients, stakeholders, and cross-functional teams. Preferred Skills: Experience in finance transformation initiatives in large, complex BPO environments. Knowledge of ERP systems (SAP, Oracle, etc.) and cloud-based financial tools. Proficiency in data visualization tools such as Power BI, Tableau, or similar. Familiarity with financial forecasting models and budgeting systems
About the TeamEXL is the indispensable partner for leading businesses in data-led industries such as insurance, banking and financial services, healthcare, retail and logistics. We bring a unique combination of data, advanced analytics, digital technology and industry expertise to help our clients turn data into insights, streamline operations, improve customer experience, and transform their business. Our partnerships with clients are built on a foundation of collaboration – and we’ve been chosen as a partner by nine of the top ten leading US insurance companies, nine of the top 20 global banks, and six of the top ten US health care payers. We function as one team to make your goals our goals, whether that’s unlocking the value of generative AI or embedding analytics into workflows that reduce risk or power your growth. Clients choose EXL as their transformation partner for many reasons. Our geographic diversity make talent all over the world instantly accessible. Digital accelerators enable unmatched speed-to-value, letting you realize results fast. It’s our people that truly set us apart, though, including the 1,500 data scientists we have dedicated to our generative AI practice. And our more than twenty years of experience in delivering business services, garnering stellar client references, and maintaining a solid balance sheet are reassuring to our C-suite clients. Find out for yourself why clients, employees, and analysts think we’re some of the best in the business. Contact us to see how we can help you achieve your goals.
Skills Required
Bachelor's degree in Finance, Accounting, Business Administration, or related field
CPA, CMA, or ACCA certification
Six Sigma Green Belt or Black Belt certification
8-10 years of finance and accounting experience with 4-5 years in a senior managerial role
Proven experience leading automation projects and finance transformation initiatives
Strong background in process improvement using Six Sigma or Lean methodologies
Experience with AI-driven solutions and intelligent automation in finance operations
Hands-on knowledge of RPA platforms (UiPath, Automation Anywhere, Blue Prism)
Strong understanding of Accounts Payable, Accounts Receivable, General Ledger, and Financial Reporting
Experience with ERP systems (SAP, Oracle) and cloud-based financial tools
Proficiency with data visualization tools such as Power BI or Tableau
Experience in BPO environment (preferred)
Strong project management, leadership, analytical, and stakeholder communication skills
Experience with financial forecasting, budgeting, and compliance
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The Company
HQ: New York, NY
30,246 Employees
Year Founded: 1999
What We Do
Choosing a digital partner is about more than capabilities — it’s about collaboration and character.
Unrealistic overhauls and off-the-shelf products ignore what matters most — your unique needs, culture, goals, and your legacy data and technology environments.
At EXL, our collaboration is built on ongoing listening and learning to adapt our methodologies. We’re your business evolution partner—tailoring solutions that make the most of data to make better business decisions and drive more intelligence into your increasingly digital operations.
Whether your goals are scaling the use of AI and digital, redesign operating models, or driving better and faster decisions, we’re here to partner with you to help you gain—and maintain—competitive advantage with efficient, sustainable models at scale.
Our expertise in transformation, data science, and change management helps make your business more efficient and effective, improve customer relationships and enhance revenue growth. Instead of focusing on multi-year, resource- and time-intensive platform designs or migrations, we look deeper at your entire value chain to integrate strategies with impact.
We use our specialization in analytics, digital interventions, and operations management—alongside deep industry expertise — to deliver solutions that help you outperform the competition.
At EXL, it’s all about outcomes—your outcomes—and delivering success on your terms. Share your goals with us and together, we’ll optimize how you leverage data to drive your business forward.
For more information, visit www.exlservice.com.