Transition Lead Finance

Transition Lead

This is a remote position.

Infinit-O isn't just about business process optimization, we're about people. For over 20 years, we've been helping some of the world's fastest-growing companies in Financial Services, Healthcare, and Technology achieve multiple strategic advantages through data-driven solutions, high-performance teams, and cutting-edge technology. Our world-class Net Promoter Score of 75 reflects our commitment to excellence and client satisfaction.

But what truly sets us apart is our culture. At Infinit-O, diversity, equity, and inclusion are the foundation of innovation and sustainable growth. We embrace differences, empower perspectives, and create equal opportunities for everyone. Our people-first approach has earned us the Great Place To Work Certification three times, and as a B Corp Certified company, we're dedicated to making a positive impact not just in business but in the communities we serve.

With a highly engaged and innovative team, we don't just optimize processes; we also create meaningful change.

Job Summary

The Transition Lead will be responsible for managing the end-to-end knowledge and process transfer of financial services and accounting processes from onshore to offshore / nearshore locations. This role requires strong project management, stakeholder management, and process transformation skills to ensure seamless transitions with minimal disruption to business operations. The individual will work closely with internal and external teams to drive successful migration and operational stability.

Key Responsibilities

Process Migration & Transformation

• Identify and implement process standardization and efficiency improvements during migration, which includes process documentation and mapping
• Work with technology teams to ensure seamless integration of digital tools and automation
• Address and mitigate transition risks and provide suggested control measures
• Serves as the Subject Matter Expert during the Client Knowledge Transfer and Shadowing phase

Stakeholder & Change Management

Performance & Governance

Requirements

Required Qualifications & Skills

Preferred Qualifications