Finance Transformation Specialist

The Opportunity

The Finance Transformation Specialist will lead the documentation, redesign, and optimization of critical Finance and Accounting processes, owning endtoend process mapping and improvement initiatives that drive organizational readiness, adoption, and training for new workflows, tools, and systems.

This role blends expertise in process mapping, financial operations, standardization, change management, and data driven insights across Financial Systems and processes, with a strong emphasis on creating clear, scalable, and sustainable process documentation.

What You'll Do

Process Mapping & Analysis

• Analyze current financial processes to identify inefficiencies, bottlenecks, and improvement areas.
• Develop detailed current state and future state process maps and flowcharts aligned to standard documentation and governance models.
• Conduct assessments of financial workflows to support standardization and automation initiatives.
• Collaborate with cross functional stakeholders to gather insights and validate processes.

Process Improvement & Transformation

• Lead process redesign efforts to optimize financial operations.
• Apply continuous improvement methodologies where appropriate.
• Identify and prioritize automation and technology enhancement opportunities based on efficiency gains, risk reduction, scalability, and user experience.
• Monitor key performance indicators to evaluate the impact of improvements.

Training, Documentation & Change Management

• Develop and deliver training programs, onboarding materials, and SOPs.
• Lead change management activities.
• Facilitate workshops, pilot testing, and feedback sessions.
• Communicate progress and changes to stakeholders.
• Create and maintain clear, auditready process documentation that supports knowledge transfer and operational continuity.
• Partner with stakeholders to ensure documentation and training materials are embedded into daytoday operations and onboarding.

What We Expect from You

Required

• Bachelor's degree in Accounting, Finance, Business, or related field.
• 3+ years of experience in finance, accounting, financial analysis, or process improvement.
• Experience with process mapping and workflow documentation.
• Strong analytical, problem solving, and communication skills.
• Proficiency with Microsoft Visio, Microsoft Office Suite, and Power BI.
• Must have authorization to work permanently in the U.S.

Preferred

• Experience in finance transformation or continuous improvement.
• Familiarity with Lean, Six Sigma, or other improvement frameworks.
• Experience developing and delivering training.
• Experience with ERP or financial technology implementations.
• Demonstrates openness to innovation by embracing and applying evolving technology and AI tools to enhance workflows, solve problems, and drive continuous improvement.

As you consider applying for a position at Ulteig, we encourage you to think outside the box - because we do! You might not meet 100% of the skills listed in a description, but we are committed to hiring people with exceptional talent, ability, and potential, and then creating an environment where they can become the best versions of themselves. We don't want to miss out on the possibility of speaking with the next outstanding Ulteig team member, so please apply if you think this role is a great match for your unique skills and strengths.

And, yes, relevant military experience is absolutely considered for transitioning service members.

What You Can Expect from Ulteig

Ulteig is a purpose-driven organization that has built a culture focused on people, both our clients and our employees, for over 80 years. Working at Ulteig is more than a job, opening opportunities to make an impact by creating and solving for a sustainable future. We recognize our success relies heavily on the dedication and focus of our workforce; this is why we make investing in our employees a top priority.

We prioritize flexibility and staying connected to meet your needs and help you achieve your goals. We value your unique perspective, respect your individuality, and celebrate your contributions. At Ulteig, we take our success and the success of our clients personally.

We offer our team members:

• Flexible…