Continuous Improvement & Project Specialist

Inside the Role

We are seeking a structured, analytical, and execution-focused Continuous Improvement & AI Project Specialist to support DTFS North America transformation initiatives.

This role combines continuous improvement, project coordination, and AI enablement across end-to-end financial services processes, including Operations, Risk, Finance, IT and HR for all North America Markets.

The Specialist will drive structured project execution while identifying and implementing process optimization and AI-driven improvement opportunities that reduce operating costs, accelerate cycle times, enhance cash flow, and strengthen operational stability.

Posting Information

We provide a scheduled posting end date to assist our candidates with their application planning. While this date reflects our latest plans, it is subject to change, and postings may be extended or removed earlier than expected.

We Take Care of Our Team

Pay offered dependent on knowledge, skills, and experience    

 Benefits include annual bonus program; 401k company contribution with company match up to 6% as well as non-elective company contribution of 3 - 7% depending on age; starting at 4 weeks paid vacation; 15 calendar holidays; 8 weeks paid parental leave; employee assistance program; comprehensive healthcare plans and wellness programs; onsite fitness (at some locations); tuition assistance and volunteer paid time off; short-term and long-term disability plans.    

What You Drive at DTFS

1. Continuous Improvement Execution

• Map and analyze end-to-end financial services processes to identify inefficiencies, bottlenecks, and automation opportunities.

• Apply Lean and structured problem-solving methodologies to reduce rework, manual effort, and cycle time.

• Support process harmonization across U.S., Canada, and Mexico to reduce complexity and improve scalability.

• Track and report KPIs aligned to COO priorities (e.g., cost per transaction, SLA adherence, productivity, portfolio metrics).

2. Project Management & Delivery

• Coordinate cross-functional transformation initiatives across Operations, Risk, Finance, IT and HR

• Develop project plans, timelines, risk logs, and status reports.

• Track deliverables and ensure initiatives remain on scope, on time, and aligned to measurable value targets.

• Support Operational Readiness for system implementations, workflow redesign, and AI deployment.

• Prepare structured executive-ready presentations and progress updates.

3. AI & Automation Enablement

• Identify operational processes that can be improved through AI-supported analytics, workflow automation, or predictive modeling.

• Partner with  AI and IT teams to support AI use-case development

• Assist in building business cases for AI initiatives, linking operational improvements to financial impact.

• Monitor adoption and performance of AI-enabled solutions to ensure measurable value realization.

• Support change management efforts to ensure business readiness for AI-driven workflows.

Knowledge You Should Bring

• Bachelor’s Degree in Business, Finance, Operations, Industrial Engineering, Data Analytics, or related field.

• 5-7 years of relevant experience in Financial Services Operations, Project Management, Business Analysis, or Continuous Improvement.

• Experience supporting cross-functional initiatives in structured environments.

• Working knowledge of Lean or process optimization concepts.

• Basic understanding of AI, automation, or data analytics in business environments.

• Strong analytical skills with proficiency in Excel and PowerPoint.

• Experience tracking KPIs and translating data into actionable insights.

• Strong communication and stakeholder coordination skills.

• Ability to manage confidential financial and customer information appropriately.

Exceptional Candidates May Have

• Exposure to Financial Services processes and regulations

• Familiarity with workflow tools, reporting platforms, or AI-enabled systems.

• Experience working in cross-border environments (U.S., Canada, Mexico).

• PMP, Lean, or similar certification.

Success in Year 1 Looks Like

• Delivery of 2–3 cross-functional initiatives tied to measurable cost or cycle-time improvements.

• Implementation support of at least one AI-enabled operational use case.

• Demonstrated KPI impr