Process Excellence Manager, Credit and AR Reporting

TPI Global Solutions

Lehi, UT
9 days ago

Highlights

Process Optimization & Automation Utilize process improvement methodologies, including documenting current and future state processes, stakeholder identification and analysis, and communication plans, to implement improvements such as (but not limited to); Implementation of automation and AI tools for Credit Management & AR Reports (e.g., High Radius & Finance Control Tower). Reporting to the Director, Global Order to Cash (OTC) Process Owner, this role partners with AR&C leadership, other OTC Process Excellence Managers and the broader OTC team to streamline operations, automate manual work, mature processes, and improve working capital performance.

Numbers & Facts

Location	Lehi, UT
Industry	Computer/IT Services
Company Size	1 to 9 employees
Year Founded	2016
Website	https://www.shglobalsolutions.com

Description

Process Excellence Manager, Credit and AR Reporting
06 + month contract with possible extension
Lehi, Utah – Onsite

Description:
The Process Excellence Manager, Credit & AR Reporting will be responsible for driving automation, optimization, and transformational improvement across Credit & AR Reporting processes globally. Reporting to the Director, Global Order to Cash (OTC) Process Owner, this role partners with AR&C leadership, other OTC Process Excellence Managers and the broader OTC team to streamline operations, automate manual work, mature processes, and improve working capital performance. This role is responsible for identifying, designing, and implementing end-to-end process enhancements that improve efficiency, effectiveness, and compliance with organizational goals. This is a high-level individual contributor role.

Position Overview

What You’ll Do:
Leadership & Process Excellence

Build & transform scalable, efficient OM processes designed for the future and that improve customer and stakeholder experiences
Indirectly influence, coach and energize AR&C team members and other key stakeholders through transformative change and process improvement methodologies
Improve overall process maturity & operations across the AR&C team by defining and baselining process health metrics (cost / quality / time), monitoring over time

Business Process Management

Collaborate with AR&C business owners to understand and document existing end to end policy, process and system flows.
Maintain and evolve the Credit & AR Reporting service catalog and related process documents, highlighting cross functional roles and responsibilities, interdependencies, hand offs, control points, system integrations and accounting entries.
Ensure processes are operating effectively through creation of best in class health metrics and monitoring systems
Ensure compliance with internal controls and SOX requirements
Translate system implementation & process redesign efforts into process documentation changes to keep business continuity
Continuously refine policies and workflows for scalability

Process Optimization & Automation

Utilize process improvement methodologies, including documenting current and future state processes, stakeholder identification and analysis, and communication plans, to implement improvements such as (but not limited to);
Implementation of automation and AI tools for Credit Management & AR Reports (e.g., High Radius & Finance Control Tower).
Creation & roll out of evolved Sales Order Credit Hold strategy
Facilitate real-time dashboards or AI tools to better automate month & quarter end AR reporting tasks
Analyze transactional data and efforts to establish baseline measurements to support business cases and influence change
Collaborate with cross-functional teams to lead the development, execution and ongoing improvement of key processes while ensuring the needs of all stakeholders are met timely and effectively.
Drive simplification (elimination of non-value add activities), process improvement and automation.
Liaise w/ business owners and IT teams to drive requirement creation and UAT tasks for system enhancement requests.

Project Initiatives

Act as a project manager, overseeing AR&C projects from charter to execution, engaging stakeholders and driving completion of deliverables.
Partner w/ Order to Cash Process Manager in ERP implementation efforts and other ongoing or new system implementation projects
Coordinate UAT initiatives across Order to Cash department, ensuring resources are identified, test plans are created, and timelines are being met
Liaise with key stakeholder teams like Sales Operations, Deal Desk, Subscription Ops, Finance, Legal, Tax, Audit, etc. to lead AR&C process understanding & redesign discussions that support new company growth initiatives and new go-to-market models.
Scale up process for accurate and efficient Marketplace sales (e.g. AWS, Microsoft)
Provide executive-level reporting on project status, process maturity and transformational progress to key Finance stakeholders

Requirement :

Bachelor’s degree in Accounting, Finance, Business, or related field
5+ years of AR, Credit, & Cash Application experience; prior operational leadership experience preferred.
Proven expertise implementing automation or AI tools to support business needs.
Lean Six Sigma or equivalent process improvement experience required, a minimum of Green Belt certification is preferred.
Demonstrated ability to lead through influence and drive large-scale transformation.
Strong experience in BPM, process design & mapping, and project management.
Experience leveraging AI or RPA in financial processes preferred.
ERP experience (NetSuite, SAP, or equivalent) and strong analytical skills.
Excellent written, verbal, and presentation skills with the ability to articulate issues to in order to call to action

About Company

SH Global Solutions is a certified Service Disabled Veteran Owned Small Business (SDVOSB) headquartered in Maryland. Established in 2016 to modernize commercial and government technology to mitigate cybersecurity threats and to secure data centers from increasingly more frequent cyber attacks, we specialize in providing Information Technology (IT) solutions and services to government and commercial organizations. Our core areas of core expertise are focused in:

● Datacenter consolidation/optimization - this includes designing, procuring, and installing turnkey secure, modern infrastructure solutions including scalable and modular systems

● Professional program and project management services for large and complex projects

● In-building wireless solutions to enable 5G technology and connect to the growing Internet of Things (IoT)

Our team is comprised of highly skilled and dedicated professionals, uniquely qualified in cutting-edge technology, and engineering, and in the rapid deployment and implementation of new technologies. Our CEO is a retired United States Air Force Colonel and entrepreneur with over 25 years supporting the DOD, US Government agencies, and NATO worldwide.