AP/AR Business Transformation Consultant

4 weeks ago


Phoenix, United States Aureon Consulting Full time

Aureon Consulting has an immediate need for a Business Process Analyst Consultant with specific Wealth Management AND Finance (AP/AR) experience. Our client in the Wealth Management sector recently acquired another organization and needs someone who has BOTH Wealth Management industry expertise AND very specific accounts payable/accounts receivable process expertise.


ROLE AND RESPONSIBILITIES:

  • This resource will be working closely with clients finance organization specifically accounts receivable and accounts payable to evaluate process’s and offer guidance around changes and enhancements.
  • Will be involved in analysis of a newly acquired firms processes around leasing and subsidizing of various costs, costs could be anything from office space leases to general office supplies.
  • Will be required to quickly get a handle on understanding processes up and down stream implications and recommend best path forward for AR.
  • Need someone capable of making very detailed recommendations, to the level of understanding invoicing, commissions, and any other aspects of financials related to the big picture that could be part of recommended solutions.
  • Beyond making recommendations, will offer insight on how the process will need to look moving forward.
  • Must have someone capable of addressing the current process for efficiencies AND doing so with a strategic mindset , as this client will have future acquisitions that have the same look and feel.
  • Client ideally hopes to reuse what is put in place for this acquisition as future growth occurs.

REQUIRED EXPERIENCE:

  • LEAN six sigma experience, Green belt required.
  • For this role having Financial experience (actual finance like Accounts Receivable or Accounts Payable) is helpful
  • BD industry experience helpful but willing to consider others, just understand that there is a lot of gray area.


  • Phoenix, United States Aureon Consulting Full time

    Aureon Consulting has an immediate need for a Business Process Analyst Consultant with specific Wealth Management AND Finance (AP/AR) experience. Our client in the Wealth Management sector recently acquired another organization and needs someone who has BOTH Wealth Management industry expertise AND very specific accounts payable/accounts receivable process...


  • Phoenix, United States Aureon Consulting Full time

    Aureon Consulting has an immediate need for a Business Process Analyst Consultant with specific Wealth Management AND Finance (AP/AR) experience. Our client in the Wealth Management sector recently acquired another organization and needs someone who has BOTH Wealth Management industry expertise AND very specific accounts payable/accounts receivable process...


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