Note: The job is a remote job and is open to candidates in USA. RGP provides on-demand talent, consulting, and outsourced services to help organizations improve how work gets done. The Finance Process Documentation Consultant will document and analyze complex finance and business processes, trace data flows, interview stakeholders, and create clear process maps and written documentation to support future improvement, governance, and automation initiatives.
Responsibilities
- Map and document complex end-to-end finance and business processes across multiple functional teams
- Conduct stakeholder interviews to understand current workflows, ownership, dependencies, controls, and decision-making processes
- Trace data from source systems through downstream processes and outputs, documenting key inputs, transformations, business rules, and handoffs
- Review existing SQL scripts, spreadsheets, lookups, matching logic, and manual data processes to understand how information is processed and utilized
- Identify undocumented procedures, process dependencies, knowledge gaps, and operational risks
- Create detailed written documentation and process maps that clearly communicate current-state workflows
- Develop user-friendly process narratives, workflows, and visual process diagrams using tools such as Lucidchart, Visio, Google Workspace, or Microsoft Office
- Surface process inefficiencies, risks, and opportunities for improvement
- Deliver documentation that can be leveraged by future business, technical, or automation teams to support transformation initiatives
- Partner with finance, operations, and business stakeholders to establish a comprehensive current-state view of critical business processes
Skills
- Strong understanding of finance, accounting, business operations, or enterprise systems
- Demonstrated experience documenting complex finance business processes and translating stakeholder knowledge into clear written and visual deliverables
- Ability to read and understand SQL queries and data transformations to identify source data, logic, and outputs
- Proficiency working with spreadsheets, data analysis, lookups, and data transformation logic
- Strong analytical and problem-solving skills with the ability to trace data across multiple systems and processes
- Experience developing process maps, workflow diagrams, standard operating procedures, or current-state assessments
- Excellent communication and stakeholder management skills
- Strong attention to detail and ability to synthesize large volumes of information into organized, actionable documentation
- Consulting mindset with the ability to work independently in an evolving environment
- Prior experience supporting process improvement, transformation, governance, or automation initiatives is highly desirable
- Experience creating or modifying SQL is a plus, but not required
Benefits
- Remote, aligned to Pacific Time.
- Medical
- Dental
- Vision
- Life Insurance
- Disability Insurance
- 401(k) Savings Plan
- Employee Stock Purchase Plan
- Professional Development Program
- Paid Time Off
- Paid Sick Time (in geographies where legally required)
Company Overview