Finance Process Excellence & Digital Transformation Analyst
About the role
process transformation, technology adoption, automation, data analytics, and AI-enabled solutions
Finance, business processes, data, and technology
Finance, Digital Factory, IT, Data, and Operations teams
not everything is fully defined yet
Point A to Point B by creating clarity, structure, and an actionable transformation roadmap
Key Responsibilities
- Lead and support
Finance Transformation initiatives
, identifying opportunities to simplify, standardize, automate, and optimize financial processes.
- Analyze financial and operational processes to identify
root causes, margin drivers, inefficiencies, and improvement opportunities
.
- Translate complex or unstructured business challenges into
clear processes, requirements, solutions, and implementation plans
.
- Support the adoption and implementation of
new ERP systems and digital platforms
, including change management, process alignment, and user adoption.
- Partner closely with
Finance, Digital Factory, IT, Data, and Operations teams
to design and implement scalable solutions.
- Develop and improve analytics, reporting, dashboards, data models, and digital solutions using tools such as
Excel, SQL, Python, Power BI, Tableau, Power Platform, Databricks, and Microsoft Copilot
.
- Identify opportunities to incorporate
AI and emerging technologies
into Finance processes and workflows.
- Improve data governance, reporting standards, process documentation, and controls to create sustainable ways of working.
- Drive stakeholder alignment and facilitate collaboration across teams, especially when navigating processes with limited existing structure or documentation.
- Support Finance teams in understanding the business drivers behind financial performance and identifying where process, system, or data improvements are needed.
What We're Looking For
- Bachelor's degree in Finance, Accounting, Business Administration, Industrial Engineering, Data Analytics, Information Systems, Computer Science , or a related field.
- Solid understanding of
Finance concepts and financial processes
, with the ability to understand how operational and process issues can impact financial performance and margins.
- Experience in one or more of the following areas: • Finance Transformation
- Digital Transformation
- ERP implementation or adoption
- Process Excellence / Continuous Improvement
- Data Analytics
- Automation
- Strong experience working with
new system adoption and change initiatives
, preferably involving ERP platforms.
- Experience with
SAP is highly desirable
.
- Exposure to
DFL or similar Finance/Digital transformation environments is a plus
.
- Experience working with analytics, automation, or AI-enabled tools such as
Power BI, Power Platform, Databricks, Microsoft Copilot, SQL, Python, or similar technologies
is highly desirable.
- Ability to navigate
ambiguous and unstructured environments
, establish priorities, and bring structure to complex problems.
- Strong analytical and problem-solving skills, with the ability to move from identifying a problem to designing and implementing a practical solution.
- Strong stakeholder management and cross-functional collaboration skills.
- Ability to translate technical concepts into practical business solutions for Finance stakeholders.
•
Advanced English proficiency
, with the ability to confidently participate in meetings, presentations, and business discussions with U.S.-based stakeholders.
- Location:
Mexico City (Polanco) or Monterrey
Why Join Us?
- Play a key role in shaping and transforming the way Finance operates.
- Work on high-impact
Finance Transformation, ERP adoption, automation, and AI initiatives
.
- Gain hands-on exposure to technologies such as
Microsoft Copilot, Databricks, Power Platform, analytics, and automation solutions
.
- Collaborate with Finance, Digital, Data, IT, and Operations stakeholders across Mexico and the U.S.
- Develop a highly marketable skill set at the intersection of
Finance, Technology, Data, AI, and Transformation
.
- Join an evolving environment where you will have the opportunity to
create structure, influence new ways of working, and drive meaningful change
.
Rewards designed for you
Our Total Rewards is our way of saying: We see you and we value you. It's more than just pay and benefits-it's a meaningful investment in you. It is designed to help you perform, grow, feel safe, and elevate your potential. The package helps you care for yourself and your family, plan your future, grow your skills and career, collaborate in an inclusive workplace, and contribute to your community. At Schneider Electric, we're here for what matters most to you. Discover more at our Career Page .
- Country-specific programs and initiatives may be available.
Looking to make an IMPACT with your career?
Skills
Who can apply
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