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Agentic Process Transformation Consultant – F&A At Remote
Apolis
🇺🇸 United States
Hybrid
4 weeks ago
$70 – $75 / hour
- U.S GAAP
- IFRS
- AI
- Copilot Studio
- Gemini
- AWS
- Figma
- Visio
- ERP
- SAP
- Oracle
- Microsoft Dynamics
- PeopleSoft
- Machine Learning
4 weeks ago
Location: Remote
Experience Required
- Bachelor's degree in Finance / Accounting / Commerce or Degree / Diploma in Business Administration with specialization in Finance.
- Must have 10+ years of hands-on consulting experience in Finance & Accounting function with exposure to General Accounting and Financial Reporting.
- Must have good understanding and grasp of US GAAP and IFRS principles and standards pertaining to Financial Closing and Reporting for multinational corporations.
- Experience in working on processes in functional areas such as Order to Cash (O2C), Procure to Pay (P2P), Record to Report (R2R), and Finance Planning & Analysis (FP&A).
- Experience in building AI Agents on F&A functional areas using Copilot Studio, Gemini Enterprise, or AWS.
- Experience of working on Finance Transformation & Improvement initiatives using BPMN tools as well as Intelligent Automation.
- Ability to understand the business process and create process flow diagrams using tools like Figma, Signavio, Visio with swim lanes and BPMN framework.
- Experience in building Finance Target Operating Models, establishing a new process framework, and building Finance process taxonomy for any Finance areas.
- Ability to work in cross-functional environments and effectively collaborate with key project members and stakeholders.
- Experience in working on ERP platforms like SAP, Oracle, Microsoft Dynamics, and PeopleSoft.
- Proven ability to collaborate in cross-functional environments with Finance SMEs, Product Owners, Architects, Data Teams, Developers, and Change Teams.
- Excellent written and verbal communication skills, with the ability to flex messaging for stakeholders at all levels.
- Lead and manage Process Discovery workshops with clients in Finance & Accounting areas to develop process baseline and identify opportunities for re-engineering, simplification, and automation.
- Identify where Agentic AI can augment judgment, coordinate multi-step work, manage exceptions, generate artifacts, or recommend actions within Finance workflows.
- Distinguish between opportunities best addressed through process change, analytics, rules-based automation, workflow, Generative AI, or Agentic AI, avoiding technology-led use-case selection.
- Conduct ideation sessions with Finance SMEs to analyze process bottlenecks and develop and blueprint for future-state process.
- Create and develop process documentation such as process flows, process taxonomy, standard operating procedures, etc.
- Collect and analyze Process Volumetrics to identify root causes and quantify potential impact of process automation / transformation.
- Build process transformation and recommendations that are aligned with business CFO goals and are focused on delivering key business objectives like cost savings, process efficiency, compliance, etc.
- Convert selected use cases into actionable POC or prototype charters covering scope, personas, journeys, scenarios, functional requirements, assumptions, boundaries, and acceptance criteria.
- Partner with architects, AI engineers, data engineers, developers, UX designers, and automation teams to shape the solution and maintain alignment to the intended business outcome.
- Provide Finance domain guidance to delivery teams, including business rules, accounting context, exception scenarios, control expectations, and realistic test cases.
- Build reusable Finance and Agentic AI assets such as use-case catalogs, discovery questionnaires, reference workflows, personas, demo scripts, value frameworks, and prototype templates.
Agentic Process Transformation Consultant – F&A At Remote · Apolis