O2C Process Analyst (6-9m Fixed Term Contract)

O2C Process Analyst

Purpose of the role

As an O2C Process Analyst, this role focuses on process documentation and end‑user training within Collinson’s O2C (order‑to‑cash) Transformation function. This is a 6–9 month fixed‑term contract. The primary objective is to capture and document Finance Operations processes—especially the Order‑to‑Cash lifecycle—and translate that knowledge into structured, accessible training materials for end users.

The successful candidate will work closely with Finance SMEs and operational teams to understand how processes function as a result of transformation project outputs, document them accurately, and build a training repository that enables colleagues to understand and adopt new ways of working. Success is measured by clear, usable documentation and training that people can use.

Key responsibilities

Process Documentation & Register

• Work with Billing Transformation, Finance Operations teams and Business Analysts to capture and document current and future‑state processes across the O2C lifecycle (billing, invoicing, collections, cash application, revenue operations).
• Produce clear, accurate as‑is and to‑be process maps, supported by written process narratives, decision trees and data flow diagrams.
• Build and maintain a centralised process register, ensuring all documented processes are version‑controlled, consistently formatted and easy to navigate.
• Conduct structured interviews and workshops with Finance SMEs to extract process knowledge and validate documentation accuracy.
• Ensure documentation reflects operational reality, not just theoretical design.

End‑User Training Development

• Translate documented processes into engaging, accessible end‑user training materials, including guides, quick reference cards, e‑learning content and walkthrough documents.
• Build and maintain a training repository that serves as a single source of truth for Finance Operations colleagues.
• Work with Global Team Leads and Managers to identify training gaps and prioritise content accordingly.
• Deliver training sessions to end users where required, ensuring colleagues understand process changes and can apply them confidently in their day‑to‑day roles.
• Gather feedback from trainees and iterate on materials to improve clarity and usability.

Stakeholder Engagement

• Build trusted working relationships with Finance SMEs, Billing, Credit & Collections, Commercial and Operations teams and Transformation Project Teams.
• Communicate progress on documentation and training deliverables clearly and consistently.
• Act as the custodian of process and training knowledge throughout the engagement, ensuring nothing is lost as the broader transformation programme progresses.

Knowledge, skills and experience required

• 3–5 years of experience in a process documentation, training design or operational improvement role.
• A proven track record of producing high‑quality process maps, process registers and end‑user training materials.
• Strong working knowledge of O2C or Finance Operations processes.
• Excellent written communication skills—able to translate complex processes into plain, accessible language.
• Experience building and managing a training repository or knowledge base.
• Confident facilitator, able to run workshops and interviews with Finance stakeholders at all levels.
• Proficiency in documentation and process mapping tools (e.g. Visio, Lucidchart, Confluence or equivalent).
• Experience with e‑learning authoring tools (e.g. Articulate, Rise or equivalent) and use of AI is desirable.

Collinson is an equal opportunity employer and welcomes differences in all their forms including colour, race, ethnicity, gender identity, sexual orientation, neurodivergence, family status, age, individuals with disabilities and people from all backgrounds, cultures and experiences as we strongly believe this contributes to our on‑going success.