We are seeking an analytical and detail-oriented Business Process Analyst to drive the standardization, optimization, and continuous improvement of our operations. In this role, you will analyze workflows across our accounting and client servicing teams, identify inefficiencies, design improved processes, and translate insights into measurable business outcomes. If you have an analytical mindset, an entrepreneurial personality, and you want to play a pivotal role in a modern, technology-driven company that works with cloud and smart technology, we want to hear from you.
Candidates must have a minimum of 3-5 years of business process analysis experience.
Candidates must be proficient in advanced analytics tools for process analysis and optimization.
At our company, we believe in fostering growth through continuous training and development, ensuring that you have the tools and knowledge to excel and grow your career. If you're ready to make a meaningful impact and drive success for both our clients, our team, and yourself, we'd love to hear from you
Who We Are
CloudCFO is a leading accounting and financial advisory firm dedicated to helping ambitious businesses achieve their goals by providing clarity and boosting efficiency. To empower business leaders worldwide, our team of 130+ professionals rely on our proprietary technology, cloud accounting solutions, efficient processes and artificial intelligence.
Experience with cloud accounting solutions is preferred for this role.
Responsibilities
Process Analysis & Documentation
- Analyze and document end-to-end business processes across accounting, tax, payroll, and client servicing functions, mapping current state workflows using process flowcharts, swim lanes, and standard BPM notation.
- Define and formally document standard business processes, SOPs, and procedure manuals as a reference or guide for new client onboarding and existing client re-alignment.
- Conduct gap analyses to identify inefficiencies, bottlenecks, redundancies, and opportunities for process improvement, automation, or standardization.
- Coordinate the publishing and storage of technical know-how on standard processes on the Company's intranet, ensuring documentation remains accurate, accessible, and version-controlled.
- Collaborate with and understand the execution of current client servicing processes across different accounting teams to capture institutional knowledge.
- Candidates must have prior experience in accounting or financial services.
Process Improvement & Optimization
- Identify best practices and propose evidence-based recommendations to Portfolio Managers, the Head of CX & Ops, and the CEO to enhance operational efficiency and service delivery.
- Design and pilot improved workflows, define success metrics, and measure the impact of process changes against established baselines.
- Partner with technology and product teams to translate process requirements into automation opportunities, leveraging cloud accounting tools and AI-driven solutions.
- Optimize existing processes within the company and actively enhance all customer success initiatives.
Onboarding & Operational Support
- Support the Head of Customer Experience and Operations on monitoring the progress and status of the client onboarding process end-to-end, from kick-off meeting to completion of the first month of service.
- Occasionally attend customer onboarding sessions to support, if needed, in defining processes or activities that will operationalize the new service.
- Liaise with internal managers regarding the status of the customer onboarding process to ensure an outstanding customer experience.
- Monitor escalations on internal issues identified during onboarding and track resolution to closure.
- Supplement the conduct of process interviews, as needed, to better understand the client's business needs and provide support to clients during onboarding.
Performance Measurement & Compliance
- Establish adherence to standard processes through the execution of internal control functions and conduct internal audits to verify compliance.
- Assist the People Operations department in updating individual and operational KPIs to align with new processes, and manage and adjust the application of new processes to track results.
- Gather and analyze customer and operational data to identify trends, surface insights, and improve customer experience and service delivery.
- Report and communicate standard processes, performance trends, and improvement results to CloudCFO Portfolio Managers and leadership.
- Understand and integrate the client's value perception into the Company (what the client wants and the problems they face).
- Perform an operations support role on a project basis as required.
Qualifications & Experience
- Candidates must possess at least a Bachelor's/College Degree in Accountancy, Business Administration, Management, or a related field.
- Certified Public Accountant (CPA) is strongly preferred.
- At least 34 years of relevant working experience in business process analysis, business analysis, internal audit, operations, or client onboarding ideally within a professional services, BPO, or accounting environment.
- Demonstrated experience in process mapping, SOP development, and continuous improvement initiatives.
- Hands-on exposure to end-to-end accounting, tax, and payroll workflows is preferred, but not a must.
- Working knowledge of process modeling tools (e.g., Lucidchart, Miro, Visio) and familiarity with Lean / Six Sigma principles is an advantage.
- Proficient in Google Workspace (Sheets, Docs, Slides) and comfortable working with data analysis and visualization tools.
Key Competencies
- Analytical mindset: Strong ability to interpret data, identify patterns, and translate findings into actionable recommendations.
- Process-oriented: Solid understanding and experience in business process improvement, mapping, and management methodologies (e.g., Lean, Six Sigma, BPMN).
- True learner attitude: Persistent, curious, and committed to continuous learning and self-improvement.
- Organized: Able to manage multiple workstreams and stakeholders with accuracy and timeliness.
- Collaborative: Works well with cross-functional teams and internal stakeholders at all levels.
- Proactive: Takes initiative in identifying issues, framing problems, and implementing solutions.
- Adaptable: Comfortable working in a fast-paced, evolving environment with shifting priorities.
- Strong communicator: Confident written, verbal, and presentation skills, with the ability to translate complex processes into clear documentation.
Why work for CloudCFO
- Team - Professional, dynamic and collaborative
- Competitive packages - Experience and qualifications are rewarded
- Flexible working options - We are output focused
- Autonomous working We trust our people
- Learning and Development Experienced leaders providing expert guidance
- Progression opportunities - No bureaucracy here as we are invested in your growth
- Cloud accounting Work with the most innovative online tools
- Healthcare coverage - We care about our employees
