Finance Process Documentation Consultant

RGP is a global consulting firm helping some of the most recognized companies in the world work differently. Our success comes from a shared belief in rolling up our sleeves and doing the hard work of solving complex challenges, executing plans and implementing technology to help transform organizations. Working as a consultant you will be connected to work that matters, putting your expertise to its best use while developing skills for the future. The result is a career defined by you, supported by RGP and built on tangible accomplishments.

PURPOSE OF THE ROLE

We are seeking a hands-on, detail-oriented Finance Process Documentation Consultant to help document and analyze complex financial data and operational processes. Working across multiple business functions, you will develop a clear understanding of how critical financial data is sourced, transformed, managed, and consumed throughout the organization.

Work Location: Remote, aligned to Pacific Time.  
Duration: 3-month contract for the initial phase, with potential for future phases

KEY RESPONSIBILITIES OF THE ROLE

• 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, and Google Workspace.
• 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.

DESIRED EXPERIENCE AND REQUIREMENTS

• 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.
• Experience creating or modifying SQL is a plus, but not required.
• 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. 

THE RGP CONSULTING EXPERIENCE

RGP has a unique consulting model that provides opportunities for consultants to work in different ways. Most consultants work in a model where they have the flexibility and autonomy to choose projects aligning to their experience, skills, and desired lifestyle. Other opportunities exist in team-based, strategy and solutions work. In all models, you will feel the full support of RGP to assist you in your work and guide you on your chosen path.

Equal Opportunity Employer

RGP is proud to be an Equal Opportunity Employer and committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity, age, physical or mental disability, genetic information or veteran status, and encourage all applicants to apply.