Work with Billing Transformation, Finance Operations teams and Business Analysts to capture and document current and future-state processes across the O2C lifecycle (billing, invoicing, collections, cash application, revenue operations).
Produce clear, accurate as-is and to-be process maps, supported by written process narratives, decision trees and data flow diagrams.
Build and maintain a centralised process register, ensuring all documented processes are version-controlled, consistently formatted and easy to navigate.
Conduct structured interviews and workshops with Finance SMEs to extract process knowledge and validate documentation accuracy.
Ensure documentation reflects operational reality, not just theoretical design.
Translate documented processes into engaging, accessible end-user training materials, including guides, quick reference cards, e-learning content and walkthrough documents.
Build and maintain a training repository that serves as a single source of truth for Finance Operations colleagues.
Work with Global Team Leads and Managers to identify training gaps and prioritise content accordingly.
Deliver training sessions to end users where required, ensuring colleagues understand process changes and can apply them confidently in their day-to-day roles.
Gather feedback from trainees and iterate on materials to improve clarity and usability.
Build trusted working relationships with Finance SMEs, Billing, Credit & Collections, Commercial and Operations teams and Transformation Project Teams.
Communicate progress on documentation and training deliverables clearly and consistently.
Act as the custodian of process and training knowledge throughout the engagement, ensuring nothing is lost as the broader transformation programme progresses.
Requirements
3–5 years of experience in a process documentation, training design or operational improvement role.
A proven track record of producing high-quality process maps, process registers and end-user training materials — these are the core outputs of this role.
Strong working knowledge of O2C or Finance Operations processes is essential.
Excellent written communication skills — the ability to translate complex processes into plain, accessible language is essential.
Experience building and managing a training repository or knowledge base.
Confident facilitator, able to run workshops and interviews with Finance stakeholders at all levels.
Proficiency in documentation and process mapping tools (e.g. Visio, Lucidchart, Confluence or equivalent) essential.
Experience with e-learning authoring tools (e.g. Articulate, Rise or equivalent) and use of AI is desirable.
Lean Six Sigma qualification is desirable but not essential.