Job Description:
Position: Process Excellence Manager, Credit & AR Reporting
Location: Lehi, UT (84043)
Shift: Monday – Friday, 8 AM to 5 PM
The Role:
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.
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.
What You Bring:
• 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.
