Advisor, Finance Process Improvement & Projects

The role will support the design, standardization, documentation, and implementation of future-state Finance processes as part of the organization's ERP transformation.

The role will partner closely with Finance Process Leads, Subject Matter Experts (SMEs), ERP functional teams, IT, and Change Management to map end-to-end processes, challenge existing ways of working, identify opportunities for simplification and automation, and translate the new ERP design into clear and practical operating procedures.

This role goes beyond process documentation. The successful candidate will be expected to identify process inefficiencies, eliminate unnecessary activities and handoffs, drive standardization, establish clear process ownership and controls, develop Standard Operating Procedures (SOPs), and support business readiness and adoption of new ways of working.

The role will cover key Finance processes including Record-to-Report (R2R), Order-to-Cash (O2C), Treasury, Fixed Assets, Tax, and other related Finance processes.

Process Discovery & Mapping

• Facilitate future to-be state process design workshops with Process Leads and SMEs.

• Map end-to-end Finance processes aligned with the new ERP operating model using agreed process mapping standards.

• Develop and maintain L1, L2 and L3 process maps, including detailed process flows where required.

• Document process inputs, outputs, activities, decision points, system interactions, business rules, roles, controls, and dependencies.

• Identify and document cross-functional and system handoffs across Finance, Procurement, Operations, Commercial, IT, and other functions.

• Ensure future-state processes accurately reflect approved ERP design decisions and the intended Finance operating model.

Process Excellence, Simplification & Continuous Improvement

• Review existing processes and proactively identify opportunities to simplify, standardize, automate, and eliminate non-value-added activities.

• Challenge unnecessary manual activities, duplicate controls, redundant approvals, spreadsheets, offline processes, and inefficient handoffs.

• Support the development of standardized Finance processes across functions, business units, and geographies where appropriate.

• Identify opportunities to leverage ERP capabilities, workflow, automation, reporting, and data to improve productivity and process effectiveness.

• Establish relevant process measures and KPIs to assess efficiency, quality, compliance, and adoption.

SOP, Policy & Operating Manual Documentation

• Develop clear and practical Standard Operating Procedures (SOPs) based on approved future-state processes and ERP functionality.

• Translate process maps and system designs into step-by-step procedures that Finance users can readily understand and execute.

• Review existing Finance policies, procedures, and operating manuals and identify documentation requiring revision as a result of the ERP transformation.

• Establish documentation standards, templates, naming conventions, and version-control practices.

Risk & Controls Documentation

• Capture key risks, controls and approval points identified by SMEs.

• Document process ownership and accountability structures.

• Support development of Risk & Controls Matrix where required.

• Update process risk registers and document process impacts arising from design changes, control changes, and system enablement.

Stakeholder Engagement

• Coordinate and facilitate process walkthrough sessions.

• Follow up with stakeholders to validate documentation.

• Track and manage open actions arising from workshops.

• Support review and sign-off activities

Policy and Operating Manual Documentation & Repository Management

• Maintain process inventories and documentation repositories.

• Ensure process artefacts remain current, complete, and consistent across all process domains.

• Manage documentation repositories and version control in accordance with project standards.

• Support reporting of process mapping progress and completion status.

Required Qualifications

• Bachelor's Degree in Business, Finance, Accounting or related discipline.

Experience and Key competencies

• 3–5 years of relevant experience in Finance transformation, process improvement, ERP implementation, or business analysis.

• Strong understanding of end-to-end Finance processes, including R2R, P2P, O2C, FP&A, Treasury, Fixed Assets, and/or Tax.

• Hands-on experience in process mapping, analysis and redesign, with the ability to identify opportunities for simplification, standardization, automation, and efficiency.

• Experience developing SOPs, process documentation, policies, and operating procedures.

• Experience supporting ERP or Finance transformation programs and working with Finance Process Owners and SMEs.

• Strong workshop facilitation and stakeholder management skills, with the ability to constructively challenge existing ways of working.

• Proficient in process mapping tools such as Microsoft Visio, ARIS, Lucidchart, or equivalent; experience with Workday Financials, SAP, Oracle, or similar ERP platforms is an advantage.

• Strong analytical and organizational skills, with attention to detail and the ability to manage multiple priorities and deliverables.