Lead, Process Improvement - Finance Operations

Lead, Process Improvement – Finance Operations

We provide clarity in a world of trade complexity so that businesses can grow further, faster, smarter. Over 30,000 clients trust us with their customs brokerage, trade consulting, global trade management and freight needs.

JOB SUMMARY

The Lead, Process Improvement – Finance Operations is responsible for driving operational excellence across Finance Operations functions. Reporting to the Director, Finance Operations, this role leads structured process improvement initiatives, oversees finance applications and KPIs, strengthens policy and control frameworks, and advances automation and digital enablement initiatives.

This position partners closely with Finance and Operations leaders to ensure financial transactions are executed accurately and efficiently, reporting requirements are met, finance systems are optimized, and service levels continuously improve. The role requires a highly analytical, metrics-driven leader with strong business acumen and the ability to translate process insights into measurable operational outcomes.

KEY DUTIES & RESPONSIBILITIES

Operational Excellence & Process Improvement

• Lead and participate in Finance Process Improvement initiatives using structured methodologies (e.g., Lean, Six Sigma, or similar frameworks).
• Conduct process mapping, workflow redesign, root cause analysis, and value stream assessments to improve efficiency, quality, and service delivery.
• Develop, implement, and standardize policies, SOPs, SLAs, and operational standards for Accounts Payable, Duty Audit, and related finance functions.
• Identify automation opportunities and implement lightweight digital solutions (e.g., Power Automate, VBA, reporting tools, AI-enabled solutions).
• Align finance systems and technology platforms to support critical business processes and reporting requirements.
• Reinforce adherence to company policies, internal controls, and industry best practices.

Systems Oversight & Data Integrity

• Oversee finance applications and ensure effective system setup, governance, and access controls.
• Review and approve system access for Finance Operations staff in accordance with internal control requirements.
• Verify integrity and accuracy of financial data within accounting systems.
• Investigate assigned variance, identify discrepancies, and implement corrective solutions.

Performance Management & Analytics

• Establish and monitor KPIs, service levels, quality standards, and internal controls across Finance Operations.
• Drive a metrics-based culture focused on continuous improvement and service excellence.
• Analyze large datasets to identify performance trends, risks, and improvement opportunities.
• Provide actionable insights and executive-ready recommendations to Finance and Operations leadership.

Issue Resolution & Stakeholder Partnership

• Serve as the primary escalation point for internal and external audits and operational finance applications.
• Ensure timely resolution of issues through strong cross-functional collaboration.
• Maintain clear, professional communication with internal stakeholders, clients, and external partners.
• Support leadership in meeting operational and strategic objectives.

Team Support & Coaching:

• Lead, mentor, and develop the finance operations team, including hiring, training, and performance evaluations.
• Train and coach staff on analysis skills, financial applications, and departmental policies and procedures
• Assists team with the troubleshooting and resolution of issues or problems, when necessary
• Promote a culture that emphasizes both individual accountability and a commitment to ongoing learning and development.

KNOWLEDGE & SKILLS

To perform this job successfully, the person must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and abilities required. Reasonable accommodations may be made to enable a person with disabilities to perform the essential functions.

• Strong working knowledge of lightweight automation and prototyping tools (e.g., Excel VBA, Power Automate, SQL/Power BI, scripting, agentic AI).
• Map processes, define SOPs, monitor SLAs, analyze root causes; drive continuous improvement and automation
• Practical experience with Lean, Six Sigma, or similar methodologies, applied in an agile and outcome-focused manner.
• Strong understanding of internal controls, audit requirements, and financial data governance.
• Demonstrated success partnering with business and finance leaders to meet operational and strategic goals.
• Strong business acumen, advanced analytical and problem-solving skills with the ability to interpret complex datasets and drive evidence-based decisions.
• Ability to navigate financial and operations applications; research variances and identify root causes of discrepancies
• Proven ability to meet tight timelines in an environment with competing priorities
• Be proactive and energetic in the work situation, seeking to get things done and able to multi-task
• Excellent communication and stakeholder engagement skills.
• Coaching and development skills
• Advanced proficiency in the use of Microsoft Suite (Outlook, Teams, Word, Excess, Access and PowerPoint). Experience with advanced data / analytical software would be an asset.

WORK EXPERIENCE – MINIMUM REQUIRED

5 years of related experience

EDUCATION

Required: Bachelors Degree or equivalent in Finance or Accounting

CERTIFICATIONS DESCRIPTION

COMPETENCIES

We know that women and people of color may be less likely to apply if their professional experience does not exactly match the job description. Livingston is striving to build a culture where differences are celebrated; therefore, if you are excited about this position, we encourage you to apply even if your experience may not check every box.

Livingston is an equal opportunity employer and committed to creating and sustaining an inclusive environment in which all individuals are treated with dignity, respect and one which reflects the diversity of the community in which we operate. Accommodations are available for applicants and employees with disabilities throughout the recruitment process. If you require accommodations for interviews or other meetings, please advise when submitting your application.

Location: ON Toronto - CN030