Role Overview:
We are seeking a skilled professional to manage and deliver our new digital services practice, focusing on helping CFOs and finance leaders implement automation, generative AI (GenAI), and outsourcing solutions in accounting and finance. This role involves working closely with CFOs to optimize financial operations, enhance decision-making capabilities, and implement advanced technologies for measurable impact.
Key Responsibilities:
1. CFO Collaboration and Advisory:
• Work with CFOs to understand their goals, challenges, and operational priorities.
• Provide recommendations on leveraging automation and AI to improve financial reporting, forecasting, and compliance processes.
• Assist CFOs in driving strategic initiatives and achieving financial transformation objectives.
2. Automation and AI Implementation:
• Identify opportunities for automation and AI adoption in key finance processes, such as procure-to-pay, order-to-cash, record-to-report, and treasury management.
• Oversee the implementation of AI-driven solutions to enhance efficiency, reduce costs, and improve decision-making.
• Ensure seamless integration of AI and automation tools with existing systems and processes.
3. Managing Outsourced Accounting & Finance Services:
• Lead the delivery of outsourced accounting and finance functions, including bookkeeping, payroll, management reporting, and tax compliance.
• Collaborate with clients to streamline and optimize outsourcing processes, aligning them with automation and AI strategies.
• Ensure high-quality and timely delivery of outsourced services, adding value to client organizations.
4. Project Management:
• Manage client engagements, including planning, execution, and delivery of automation, AI, and outsourcing projects.
• Monitor project timelines, budgets, and deliverables to ensure client satisfaction and successful outcomes.
• Act as a point of contact for clients, ensuring clear communication and proactive issue resolution.
5. Business Development Support:
• Support the business development team in identifying client needs and proposing tailored solutions.
• Develop presentations, proposals, and success stories to demonstrate the impact of automation, AI, and outsourcing in finance.
• Build strong client relationships to drive repeat business and long-term partnerships.
6. Team Coordination and Collaboration:
• Work closely with team members to deliver projects, ensuring alignment with client requirements and organizational goals.
• Mentor junior team members in automation tools, AI technologies, and outsourcing best practices.
• Promote a culture of collaboration and continuous improvement within the team.
Qualifications and Experience:
• Bachelor’s degree in Accounting, Finance, or related field; MBA or equivalent preferred.
• 7+ years of experience in accounting, finance, or consulting, with exposure to automation, AI, and outsourcing services.
• Proven experience in managing client engagements and delivering technology-driven finance solutions.
• Strong understanding of accounting and finance operations, with a focus on process improvement and technology integration.