Workflow & Finance Process Consultant

₹100-400 INR / hour

Closed

Posted about 1 month ago

₹100-400 INR / hour

I manage several branches for a Small Finance Bank and need an expert eye to sharpen how work flows through our cluster. The immediate priority is streamlining everyday processes—loan origination, account servicing, compliance checks—so they move faster, use fewer manual hand-offs, and are ready for light automation. Beyond the technical fixes, I also want to deepen my own skill in financial process management: building tighter cost-control loops, setting clearer KPIs, and spotting early-warning signals in the numbers. Finally, I’d like practical tactics for motivating team members on the ground so the new processes actually stick. Deliverables • A current-state map of key workflows with pain points quantified • A future-state design backed by data, including suggested tools (e.g., Excel VBA, Power BI dashboards, simple RPA scripts) and target turnaround times • An implementation roadmap that assigns owners, milestones, and measurable KPIs • Two to three coaching sessions focused on financial process controls and proven motivation frameworks for branch staff • A brief playbook I can reuse to keep the team engaged once the project goes live Success will be measured by a visible drop in process turnaround time and clear adoption of the new controls within the first month of rollout. If you’ve led Lean/Six Sigma, banking ops, or similar efficiency projects and can translate that know-how into usable steps, I’d love to work together.

Project ID: 40360968

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Active 1 day ago

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3 freelancers are bidding on average ₹872 INR/hour for this job

@pvsysgroupinc

With over 17 years of experience as a professional freelancer, I bring to the table a plethora of skills that are perfectly aligned with your project requirements. My forte in data handling and analysis through Excel has been honed from numerous projects across different industries and geographies. This depth of understanding not only translates into insightful problem identification but also effective solutioning for workflow optimization. Furthermore, my experience in Chat Support and KPO/BPO services attests to my ability to establish clear communication channels, understand user needs and design efficient processes around them. In addition to the technical fixes like suggesting usage of tools like Excel VBA, Power BI dashboards or RPA scripts, drawing from my experiences with Lean/Six Sigma, I am also well-equipped to help you motivate your team members on the ground and ensure seamless adoption of the new processes post implementation. Moreover, as a hands-on freelancer sans outsourcing and other employees, you can be assured of receiving focused attention, confidentiality, reliability and high-quality deliverables. Combining this with my commitment to maintain direct communication with all of my clients—without intermediaries—you get not just a skilled consultant but a partner fully dedicated to your requirements at all times. Hire me for a true transformation of your finance workflow processes!

₹400 INR in 40 days

5.0

(2 reviews)

3.4

@collenliebenberg

I will deliver a detailed current-state workflow map and a data-driven future design using Excel VBA, Power BI, and RPA scripts to streamline your loan origination and compliance processes. The implementation roadmap will include clear KPIs, ownership, and coaching sessions to embed lasting team motivation and control improvements. Please visit my portfolio to review similar projects and let’s have a quick chat about accelerating your cluster’s efficiency—I’m available immediately. Regards, Collen Jr Liebenberg

₹500 INR in 25 days