Trilogy Federal is looking for a motivated and independent Documentation Specialist with knowledge and experience of documenting processes for an organization going through a re-organization. This role comes with a focus on documenting an organization’s processes, including analyzing business processes, technology, and organizational structure, to ensure adoption and minimize resistance to the new system. Tasks include developing standard operating procedures for a finance organization, while assessing impact and stakeholder readiness to achieve project goals; creating a new leader/employee handbook; and creating process mappings to document approval and communication flows.
We are seeking candidates for a full-time remote position, with potential opportunities for ad hoc onsite work in DC in the future (candidates local to the DC Metro Area strongly preferred).
We are targeting to staff this position in June 2026, but preferably as soon as possible.
Primary Responsibilities:
- Interact day-to-day with an assigned specific leader within the organization
- Advise on how to navigate the re-organization – drawing from experience, advise on what needs to be done, considered, communicated, etc
- Provide technical, functional, and consultant expertise for problem definition, analysis, requirements development and implementation for complex to extremely complex systems or issues.
- Make recommendations and advise on organization-wide process improvements, optimization or maintenance efforts in integrated financial management systems. Specifically: business process improvement, risk management.
- Advise on organization-wide system improvements, optimization or maintenance efforts in integrated complex to extremely complex financial management systems and provide expert advice, research analysis and offers recommendations based off results.
- Support the documentation and maturation of management processes to include regular meetings with business Leaders and development teams and submitting recommendations such as lessons learned and process improvements.
- Support the documentation specialists on the effort with writing SOPs, guidebooks, and process mapping as needed.
Minimum Requirements:
- Master’s degree plus 10 years of experience OR a bachelor's degree and 12 years of experience
- Knowledge and proven work experience of how to ‘stand up’ a new organization
- Excellent communication skills; written and verbal
- Strong command of MS Office tools
- Team building, organization, and leadership skills
- Strongest ability to effectively communicate and interact with senior level management and clients
- Expert in Microsoft Excel and Microsoft PowerPoint
- Strong attention to detail
- Strong analytical stills
- An outstanding ability to establish priorities and meet deadlines
- Ability to obtain a Public Trust clearance
Preferred Qualifications:
- VA or Federal experience preferred
- PMP desired
- Prosci certification desired
- Degree in accounting preferred
Benefits (including but not limited to):
- Health, dental, and vision plans
- Optional FSA
- Paid parental leave
- Safe Harbor 401(k) with employer contributions 100% vested from day 1
- Paid time off and 11 paid holidays
- No cost group term life/AD&D plan, and optional supplemental coverage
- Pet insurance
- Monthly phone and internet stipend
- Tuition and training reimbursement
What We Do
Founded in 2009 and headquartered in the Washington DC metro area, Trilogy Federal is a verified service-disabled, veteran-owned small business (SDVOSB) providing financial management and information technology consulting to the Federal government. Trilogy has an extensive and distinctive history helping Federal clients achieve their financial management goals. Our leadership team has over 60 years of combined experience supporting Federal financial management initiatives. Our professional staff specializes in federal financial management and maintains certifications in several relevant programs. Trilogy strives to provide its clients with a flexible and comprehensive approach to financial management with the ultimate goal of fiscal compliance and audit readiness. The Trilogy approach starts with assessing the financial management solution and determining its effectiveness in capturing functional business requirements and meeting agency reporting requirements. Since our inception, we have assisted our federal partners in migrating to new financial management systems or enhancing existing systems to meet new requirements. Ultimately, success lies in the data, where Trilogy utilizes industry leading Business Intelligence and Business Performance Management tools to assess the overall effectiveness of financial business operations and to produce timely, reliable and value-added financial reporting. We have a proven track record of successful implementations for agencies large and small.
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