AI Automation Specialist

Role Summary:

We are hiring an AI and automation specialist to operationalize analytics and AI for finance and procurement processes and workflows. You will design, build, and deploy AI/agent-based and RPA solutions using the approved tool stack, enable Finance teams through hands-on training and coaching, drive change management and adoption. This role is ideal for an engineer/consultant who has delivered measurable impact through

automation within enterprise constraints and can translate business needs into robust, maintainable solutions.

Key Responsibilities:

1. Solution discovery and prioritization

 Partner with Finance stakeholders to assess, refine, and prioritize high-value use cases aligned to efficiency, risk reduction, and revenue impact.

 Translate business requirements into technical designs with clear success metrics and KPIs.

2. AI/automation solution design and delivery

 Design, develop, and implement AI/automation solutions leveraging existing enterprise platforms (e.g., Excel, Power BI, PowerApps, Copilot), and Python.

 Integrate with existing systems, data sources, and workflows; ensure robust data modelling and API integration where required.

 Create dashboards, reporting tools, and conversational/NLG interfaces to improve usability and decision-making.

3. Training, coaching, and documentation

 Deliver workshops, hands-on sessions, and office hours to transfer knowledge to Finance teams.

 Produce comprehensive documentation: solution architecture, data/workflow diagrams, test plans, release notes, and user guides.

4. Change management and adoption

 Plan and execute pilots, UAT, and iterative improvements based on user feedback.

 Establish adoption metrics, track performance and engagement, and drive continuous improvement via regular feedback loops.

5. Compliance, security, and governance

 Build solutions that comply with enterprise data protection, security, regulatory, and IP policies.

6. Project management and reporting

 Provide regular status updates, progress reports, and a final outcomes report with quantified impact.

 Coordinate with team to align milestones and timelines; manage risks, issues, and dependencies.

Required Skills and Experience

 3–8 years of hands-on experience delivering AI/RPA/analytics solutions in enterprise environments, preferably within Finance, FP&A, GL accounting, or sourcing.

 Strong expertise with Microsoft Power Platform: PowerApps (canvas/model-driven), Power Automate; data connections and governance.

 Power BI proficiency: data modelling, Power Query/M, building interactive dashboards/reports

 Advanced Excel: Power Query, complex formulas; VBA is a plus.

 RPA with Automation Anywhere: bot development, orchestration, credential vault, error handling, and scheduling.

 AI/ML capabilities:

o NLP and LLMs: prompt engineering, document parsing, summarization, semantic search/RAG, and evaluation.

o Forecasting and anomaly detection: time-series models and ML techniques; practical experience with Python (pandas, scikit-learn) and SQL, where

permitted.

o Natural language generation for commentary and report narratives.

 Integration and engineering: REST APIs, SharePoint/Teams/OneDrive integration, basic CI/CD, Git-based version control, unit/integration testing.

 Security and compliance mindset: experience building audit trails, RBAC, and working within data protection and regulatory frameworks.

 Training and enablement: proven ability to design and deliver workshops and training for non-technical users; create clear, reusable materials.