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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.

What you’ll do

The consultant will conduct detailed reviews of operational processes, assess workflows, and document findings to drive process re-engineering. They will also partner with business and IT stakeholders to execute improvement plans, track progress, and measure the benefits of transformation initiatives.

Requirements

Candidates must hold a bachelor's degree in a relevant field and possess 5-10 years of experience in finance, treasury operations, or management consulting. Proficiency in SQL and Power BI, along with strong project management and stakeholder engagement skills, is required.

Listed skills

• Power BI · Preferred
• SQL · Preferred
• Data analysis · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Process Re-engineering
• Treasury Operations
• Process Analysis
• Operational Excellence
• Management Consulting
• SQL
• Power BI
• Project Planning
• Stakeholder Management
• Business Transformation
• Workflow Automation
• Change Management
• Data Analysis
• Risk Management
• Documentation
• Compliance Auditing
• Influencing Skills
• Analytical Thinking
• Workflow Management
• Organizational Skills
• Process Mapping
• Planning
• Accounting
• Accounting Information Systems
• Artificial Intelligence
• JIRA
• Automation
• Corporate Finance
• Certified Business Analysis Professional
• Communication
• Consulting
• Continuous Improvement Process
• Finance
• Functional Process
• Governance
• Leadership
• Innovation
• Information Technology Architecture
• Problem Solving
• Project Management
• Project Management Professional Certification
• Process Optimization
• Project Coordination
• Reengineering
• SQL (Programming Language)
• Stakeholder Engagement
• Time Management
• Task Management
• Process Improvement
• Prioritization

Job areas

• Finance & Accounting
• Consulting
• Management & Leadership
• Technology
• Data & Analytics
• Process Engineering Consultant
• Management Consulting Partner
• Management and Organization Analysts
• Management Analysts