Director of Lean Management

Company Description Heritage Advisory LLC provides accounting, tax preparation, business valuation, and advisory services for businesses across the United States. Headquartered in Los Angeles, California, the firm supports business owners with clean books, timely tax filing, and clear financial reports to inform decision-making. Core services include bookkeeping, business tax preparation, tax planning and entity structuring, business valuation, and financial reporting and cash flow advisory. Heritage Advisory also offers accounting software and IT solutions to support finance teams, helping clients make smarter tax decisions and achieve confident, sustainable growth.
Role Description The Director of Lean Management is a full-time, remote role responsible for driving operational efficiency and continuous improvement across Heritage Advisory’s internal processes and client service delivery. This role will design and implement lean methodologies to streamline workflows, reduce waste, and optimize resource utilization in areas such as bookkeeping, tax preparation, financial reporting, and advisory services. Day-to-day tasks include mapping and analyzing current processes, setting performance metrics, leading cross-functional improvement initiatives, and coaching team members on lean principles and best practices. The Director will collaborate closely with leadership and service teams to align process improvements with business goals, support change management, and monitor the impact of lean projects on quality, productivity, and client experience. This position will also identify and implement tools and technologies that enhance workflow automation and standardization.
Qualifications

• Experience in production planning and process optimization, with the ability to design and manage efficient workflows.
• Skills in manufacturing operations and manufacturing operations management, or equivalent experience in service operations and business process improvement.
• Knowledge of Good Manufacturing Practice (GMP) or comparable quality and compliance frameworks relevant to professional services.
• Understanding of supply chain management, including coordination of inputs, outputs, and dependencies across teams and systems.
• Proven track record in lean management, Six Sigma, or continuous improvement roles, preferably at a director or senior management level.
• Strong analytical abilities, including data-driven decision-making, KPI development, and performance measurement.
• Excellent communication and collaboration skills, with experience leading cross-functional projects and coaching team members.
• Bachelor’s degree in business, operations management, engineering, or a related field; advanced degree or relevant certifications (e.g., Lean, Six Sigma) are a plus.
• Comfort working in a remote environment with strong time management, self-direction, and digital collaboration skills.