AI Consultant
Responsibilities:
• Review the current finance technology environment and recommend improvements that increase accuracy, usability, and operational efficiency across core platforms.
• Build automated processes for recurring accounting activities such as close tasks, journal entries, reconciliations, and routine reporting deliverables.
• Create clear financial dashboards and performance reporting tools that give leadership better insight into trends, results, and key business metrics.
• Strengthen system connectivity and data consistency across applications including QuickBooks Online Advanced, Maxio, HubSpot, Rippling, Brex, and related tools.
• Replace heavily manual spreadsheet-based work with more reliable automated workflows and standardized processes.
• Identify, test, and implement AI capabilities using tools such as Claude, ChatGPT Enterprise, Microsoft Copilot, and similar technologies within finance operations.
• Develop practical AI-supported solutions for forecasting, variance review, expense coding, financial analysis, and executive-level reporting.
• Partner with stakeholders to assess workflow gaps, define automation opportunities, and support ongoing optimization of finance and reporting processes.
Qualifications:
• 7+ years of experience in finance transformation, financial systems consulting, or a related advisory role.• Strong hands-on knowledge of QuickBooks Online Advanced, Maxio, HubSpot, Rippling, Brex, and connected finance applications.
• Demonstrated success delivering automation for month-end close, financial reporting, reconciliations, and broader accounting workflows.
• Experience designing dashboards, reporting frameworks, and integrated data solutions that improve financial visibility and decision-making.
• Practical understanding of AI tools such as Claude, Microsoft Copilot, and ChatGPT Enterprise, especially in finance or FP& A use cases.
• Ability to evaluate business processes, lead discovery efforts, and translate operational needs into scalable automation strategies.
• Familiarity with workflow automation, prompt engineering, and AI-assisted analysis for reporting, forecasting, and document-driven tasks.
Compensation
$59.38-$68.75 HourlyAbout Us
Technology Doesn't Change the World, People Do.®
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