Process Lead for Finance
3 days ago
Process Lead – Finance
Overview:
We are looking for a
Process Lead for Finance
who will oversee the accurate and timely delivery of financial tasks, reports, and processes. The role involves managing a small team, ensuring compliance with KPIs and SLAs, and continuously improving operational performance.
Key Responsibilities:
People Management:
- Supervise the team to ensure tasks are completed on schedule and within quality standards.
- Provide training and knowledge sharing to team members and new hires.
- Monitor and analyze team KPIs and SLAs; identify improvement opportunities.
- Maintain and update process documents, workflows, and work instructions.
- Assess daily workloads and recommend resource strategies as needed.
Operational Tasks:
- Oversee the accurate processing of invoices, payments, collections, and asset management.
- Assist in issue resolution and escalate unresolved concerns within agreed timeframes.
- Ensure customer billing data is accurate and up-to-date.
- Prepare and process credit memos, amendments, or customer invoices within SLA timelines.
- Respond to and resolve customer issues promptly, ensuring high service quality.
- Apply critical thinking in prioritizing day-to-day transactional activities.
Customer & Process Excellence:
- Build strong relationships with internal and external stakeholders.
- Support continuous improvement initiatives to enhance process efficiency and customer satisfaction.
- Maintain accurate financial records and data integrity.
- Contribute to achieving team and organizational SLA targets.
Qualifications:
- Bachelor's Degree in Finance, Accounting, or any related discipline.
- At least
5 years of experience in a similar finance or operations role
, including
2 years in a leadership capacity
. - Strong background in financial processes and systems.
- Proficiency in
MS Excel (VLOOKUP and data manipulation)
. - Excellent communication, organizational, and time management skills.
- High attention to detail and accuracy.
- Experience in
back-end finance, lending operations, or customer service
is an advantage.
Core Competencies:
- Driving for Results
- Continuous Improvement
- Customer Focus
- Communication and Teamwork
- Leadership and People Development
-
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