Trilogy Federal drives innovative solutions for complex business challenges across financial management, healthcare, and government industries. Our collaborative, client-first service approach, combined with our commitment to the rapid implementation of pragmatic solutions, has earned Trilogy an unparalleled reputation for delivering transformative results.
Trilogy Federal is looking for a motivated and independent Documentation Specialist with knowledge and experience of documenting processes for an organization going through a re-organization. This role comes with a focus on documenting an organization’s processes, including analyzing business processes, technology, and organizational structure, to ensure adoption and minimize resistance to the new system. Tasks include developing standard operating procedures for a finance organization, while assessing impact and stakeholder readiness to achieve project goals; creating a new leader/employee handbook; and creating process mappings to document approval and communication flows.
We are seeking candidates for a full-time remote position, with potential opportunities for ad hoc onsite work in DC in the future (candidates local to the DC Metro Area strongly preferred).
We are targeting to staff this position in June 2026, but preferably as soon as possible.
Primary Responsibilities:
Interact day-to-day with an assigned specific leader within the organization
Advise on how to navigate the re-organization – drawing from experience, advise on what needs to be done, considered, communicated, etc
Provide technical, functional, and consultant expertise for problem definition, analysis, requirements development and implementation for complex to extremely complex systems or issues.
Make recommendations and advise on organization-wide process improvements, optimization or maintenance efforts in integrated financial management systems. Specifically: business process improvement, risk management.
Advise on organization-wide system improvements, optimization or maintenance efforts in integrated complex to extremely complex financial management systems and provide expert advice, research analysis and offers recommendations based off results.
Support the documentation and maturation of management processes to include regular meetings with business Leaders and development teams and submitting recommendations such as lessons learned and process improvements.
Support the documentation specialists on the effort with writing SOPs, guidebooks, and process mapping as needed.
Minimum Requirements:
Master’s degree plus 10 years of experience OR a bachelor's degree and 12 years of experience
Knowledge and proven work experience of how to ‘stand up’ a new organization
Excellent communication skills; written and verbal
Strong command of MS Office tools
Team building, organization, and leadership skills
Strongest ability to effectively communicate and interact with senior level management and clients
Expert in Microsoft Excel and Microsoft PowerPoint
Strong attention to detail
Strong analytical stills
An outstanding ability to establish priorities and meet deadlines
Ability to obtain a Public Trust clearance
Preferred Qualifications:
VA or Federal experience preferred
PMP desired
Prosci certification desired
Degree in accounting preferred
Benefits (including but not limited to):
Health, dental, and vision plans
Optional FSA
Paid parental leave
Safe Harbor 401(k) with employer contributions 100% vested from day 1
Paid time off and 11 paid holidays
No cost group term life/AD&D plan, and optional supplemental coverage
Pet insurance
Monthly phone and internet stipend
Tuition and training reimbursement
Trilogy Federal is an Equal Employment Opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
