Process Re-Engineering Consultant (Treasury Operations)

Join a dynamic insurance organization focused on operational excellence and continuous improvement. This opportunity offers exposure to high-visibility transformation initiatives with enterprise-wide impact. Work alongside business and technology stakeholders in a collaborative environment that values innovation, efficiency, and measurable results.

What is in it for you:

• Salaried: $46-56 per hour.

• Incorporated Business Rate: $55-65 per hour.

• 4-month contract.

• Full-time position: 37.50 hours per week.

• Weekday schedule from 9 am to 5 pm.

• Hybrid work, with 3 days per week in the office.

Responsibilities:

• Process Review & Analysis: Conduct detailed reviews of operational processes, assess current-state workflows, risks, and control points, and document findings, gaps, and recommendations.

• Action Planning & Execution Support: Partner with business and IT teams to develop execution plans, support prioritization and milestone planning, and drive follow-ups to ensure delivery of outcomes.

• Process Tracking & Governance: Develop and maintain process improvement trackers, monitor progress, manage risks and dependencies, escalate issues when required, and maintain documentation for audit, compliance, and reporting purposes.

• Benefits Measurement & Reporting: Define benefit measurement criteria, track and quantify results, and provide progress updates, insights, and recommendations to stakeholders.

• Stakeholder Engagement: Facilitate collaboration between business teams, Finance and Treasury leadership, and IT partners while providing guidance on process improvement initiatives and ensuring alignment across teams.

What you will need to succeed:

Required qualifications

• Bachelor’s degree in Business, Finance, Accounting, Information Systems, or a related field.

• 6 years of relevant experience.

• 5-10 years of experience in Finance or Treasury Operations, process optimization, operational excellence, or management consulting.

• Experience in process analysis and documentation.

• Experience leading cross-functional process reviews and delivering structured, actionable recommendations.

• Strong background in process re-engineering, business transformation, or consulting engagements.

• Solid understanding of operational processes within Finance and/or Treasury.

• Strong project planning, task management, and organizational skills.

• Proficiency with SQL and Power BI.

• Ability to discuss systems, data flows, automation opportunities, and IT architecture.

• Strong stakeholder management and documentation skills.

Required soft skills

• Strong communication skills.

• Structured problem-solving abilities.

• Strategic and analytical thinking.

• Organizational and time management skills.

• Ability to manage conflicting priorities.

• Ability to influence without authority.

• Strong stakeholder engagement skills.

Preferred qualifications

• Certifications such as CBAP, PMP, CPA, or other related credentials.

• Treasury operations experience, particularly payments processing.

• Experience with process mapping tools.

• Experience with project management tools such as Jira, MS Project, or Smartsheet.

• Project coordination experience.

• Change management exposure.

• Exposure to ERP systems and Treasury platforms.

• Experience with system implementations, workflow automation, or large transformation programs.

• Experience with operational improvement initiatives.

• Accounting exposure.

Why Recruit Action?

Recruit Action (agency permit: AP-2504511) provides recruitment services through quality support and a personalized approach. As part of the screening process, some applications may be reviewed using artificial intelligence tools. Only candidates who meet the hiring criteria will be contacted.

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Process Re-Engineering Consultant (Treasury Operations)