Participate in the creation and testing of workflows, Systems, reporting and documentation for accuracy and completeness within the framework of MMA standard operating procedures and enterprise Epic
Collaborate with regional training resources and other stakeholders to identify overarching knowledge gaps and ensure successful fulfillment of AMS onboarding and training needs
Work in conjunction with the Finance Corporate team, focusing on the activities within Controllership and FP&A as it relates to national operational workflows
Document and maintain procedures and other business process artifacts, to be used both in training and as an ongoing reference
Strong process design focused professional who knows how to balance internal controls, efficiency, quality, consistent application of processes and organizing change management

Minimum 5 years of experience in finance/accounting within the insurance industry
Strong knowledge of agency management systems (CRM, AMS, LMS, etc.), such as Applied Epic, Sagitta, BenefitPoint, AMS360
Proven critical thinking, analytical, and problem-solving skills
A knack for process improvement, specifically refining the efficiency, quality, and effectiveness of various workflows and procedures by deploying best practices
Strong organizational skills, with an ability to prioritize workload and balance multiple projects simultaneously, and demonstrated successful follow through on deliverables
Demonstrated experience in effectively working with and presenting to a wide range of cross-functional work teams and leaders with multiple skill levels

Business Process Leader, Finance

Key skills