Sr Finance and Workflow Automation Lead (AI-Driven)

We are an emerging business consulting company providing services to industry‑leading clientele in North America, Europe, and the Middle East.

We have a multidisciplinary service portfolio catering to 19 clients across 3 continents including market leaders in the Telecom, Healthcare, Insurance, Energy, Food, and Real Estate industries.

Job Description

Job Summary

We are seeking a highly experienced and forward‑thinking Senior AI‑Driven Financial Process & WorkflowAutomation Lead, to lead the organization’s transition from manual and fragmented processes to an AI‑powered, automated operating model. This is a high‑impact transformation role responsible for embedding Artificial Intelligence into financial and operational workflows, enabling smarter decision‑making, predictive insights, and significant efficiency gains. The ideal candidate will combine deep FP&A expertise, advanced data visualization skills, and hands‑on experience in AI‑driven automation, with the ability to design and implement intelligent workflows that leverage modern AI tools and platforms. This role requires a leader who can independently assess current processes, identify AI opportunities, and execute a roadmap to transform the organization into an AI‑enabled business.

Key Responsibilities

Lead the AI transformation of financial and operational workflows, embedding AI into core processes such as budgeting, forecasting, reporting, and procurement.
Design and implement AI-powered workflows (e.g., intelligent approvals, predictive forecasting, anomaly detection, automated insights generation).
Identify high‑impact use cases for AI across finance and operations, including:
- Automated variance analysis
- Intelligent data extraction and reconciliation
Build and deploy automation solutions using a combination of:
- Workflow platforms (Microsoft Power Automate, Make, Zapier, etc.)
Develop AI‑enhanced dashboards and reporting systems that provide real‑time, predictive, and prescriptive insights into leadership.
Integrate AI solutions with existing systems (ERP, CRM, financial tools) to enable seamless data flow and intelligent automation.
Establish AI governance, best practices, and scalable frameworks for workflow automation across the organization.
Lead process re‑engineering initiatives (As‑Is → AI‑enabled To‑Be) across finance and operations.
Collaborate with stakeholders to drive adoption of AI tools and ensure alignment with business objectives.
Monitor performance of AI workflows and continuously optimize models, automations, and processes.
Provide strategic insights and support executive leadership with AI-driven analysis and board

Requirements

Bachelor’s degree in finance, Accounting, Economics, Computer Science, or a related field (MBA, ACCA, CPA, or equivalent preferred).
6–10+ years of experience in FP&A, finance transformation, process automation, or related roles.
Proven experience in implementing AI‑driven solutions or intelligent automation within business or finance functions.
Strong expertise in data visualization tools such as Power BI (mandatory) or Tableau.
Hands‑on experience with AI tools and platforms, such as:
- LLM‑based tools (e.g., OpenAI APIs, copilots)
- Data analysis and modeling tools
Experience with workflow automation tools (Microsoft Power Automate preferred or similar).
Strong understanding of ERP systems (NetSuite, Oracle, or similar).
Advanced Excel and financial modeling skills.
Working knowledge of APIs, data integration, and system architecture.
Strong understanding of financial statements and reporting standards (GAAP preferred).
Exceptional analytical, problem‑solving, and strategic thinking skills.
Excellent communication and stakeholder management abilities.

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Sr Finance and Workflow Automation Lead (AI-Driven)