Places for People
Process Transformation Lead – Service Charges
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Process Transformation Lead – Service Charges
Process Transformation Lead – Service Charges
Location: Hybrid (Preston, 2–3 days a week)
About the Role
At Places for People, we believe in hiring people—not just numbers. We look for candidates who embody our People Promises: integrity, enthusiasm, community spirit, respect, and passion for their work. The UK’s leading social enterprise, we’re committed to creating inclusive, thriving communities for both our customers and colleagues.
This Process Transformation Lead role delivers efficiency gains by leveraging modern technology, AI, and Microsoft Copilot to revolutionise our service charge and finance processes. You’ll:
- Drive end-to-end process reviews, identifying inefficiencies, risks, and automation opportunities.
- Design and implement scalable, technology-enabled solutions that improve data quality, accuracy, and turnaround times—critical for service charge setting, year-end reconciliations, and month-end reporting.
- Collaborate closely with Finance, IT, Data, and operational teams to embed transformative change.
- Future-proof processes to support sustained growth while aligning with financial controls and regulatory requirements.
A hybrid role, this opportunity combines strategic impact with flexibility.
Responsibilities
- Lead high-impact process improvement initiatives, ensuring manual effort is minimised and processes are future-ready.
- Work cross-functionally to analyse complex finance and service charge workflows, detect bottlenecks, and ensure solutions address both efficiency and quality.
- Proactively engage with stakeholders—from senior leadership to frontline teams—to drive adoption of improved processes.
- Use AI tools such as Microsoft Copilot and data analytics to deliver actionable insights and reduce turnaround times by 20%+.
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Requirements
Essential Criteria
- Proven experience in process improvement, end-to-end process mapping, and automation/transformation projects within finance or service charge environments.
- Proficient in Microsoft technologies, especially Excel and Power BI, with hands-on exposure to AI tools like Co-Pilot.
- Strong analytical skills to navigate large or complex datasets in organisations of similar scale.
- Exceptional ability to translate stakeholder needs into practical process or technology-driven solutions.
- Confident stakeholder management, with experience influencing teams and driving cultural change.
Desirable
- Familiarity with financial regulatory frameworks and/or service charge compliance.
- Experience mentoring teams or embryos in process optimisation methodologies (e.g., Lean/Six Sigma).
About You
This role suits someone who people thrive on collaboration, enjoys curating clear documentation, and presents insights to senior teams with confidence. You bring rigour to process decision-making while balancing financial controls, governance, and colleague engagement.
At Places for People: ✅ We prioritise your wellbeing, in Fossil & inclusion. ✅ Safeguarding compliance is mandatory (basic DBS required).
Expected Outcomes
By the end of your tenure, you’ll: ✔ Reduce monthly reconciliation times by 15–20%+. ✔ Implement AI automation coverage for 3 high-effort process areas. ✔ Embed consistent escalation protocols that cut rework by 30%+.
Benefits
As a diverse and progressive business, we reward impact with a competitive package:
💰 Competitive salary, annual reviews, and accrued bonus scheme. 💼 7% pension match up to employee contributions. 🛍️ Healthcare cashback (up to £500 savings/year) and private GP access. 🏋️ Free gym memberships across our Places Gym network. 🌱 Flexible working (open dialogue on reduced hours, compressed schedules). 🌍 Strong commuter perks and rewards platform with retail discounts. 💡 Career growth with tailored development programs and access to qualifications.
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Why Join Us?
- Impact with purpose: Our work directly supports communities.
- Learn and grow: Join a continual organisation investing in staff.
- Kind culture: Honest, inclusive, and dedicated to colleague wellbeing.
Next Steps
Apply through our quick, 5-minute process by:
- Uploading your CV.
- Sharing a statement of fit to our essential criteria.
With time-sensitive deadlines, apply immediately if interested.
*“Belonging” runs deep at Places for People. We encourage all candidates—especially those from protected groups—to declare any requirements for reasonable adjustments during the procurement process.”
Apply Under Diverse Talent Schemes
We guarantee interviews for: 🫶 Disabled or neurodiverse applicants 🛡️ Armed Forces veterans/serving reservists (research our Child Care Credit scheme if needed)
You meet the essentials and represent diversity under these schemes? Select the appropriate boxes in your application form.
Safeguarding Note
At Places for People, safeguarding is non-negotiable. Join us as a colleague means espousing our strict anti-abuse and DBS policies.
Further Support
If you’re a Places for People customer needing accommodation via application, contact our Employment Support Team.
For all questions, email recruitment@placespeople.co.uk or explore [our Karriere Hub](INSERT LINK).
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