Senior AI Deployment Manager, Finance

This is a fully remote position, open to applicants in United States.

📋 Description

• Lead the discovery and mapping of financial processes in collaboration with clients.

• Conduct client sessions that address finance outcomes, user interactions, processes, systems, data, controls, exceptions, and pain points.

• Evaluate O2C, month-end closing, and P2P processes for their suitability for AI, traditional automation, and necessary human intervention.

• Convert finance requirements into product specifications, establishing a prioritized MVP scope, acceptance criteria, and an FDE work plan.

• Document dependencies, access requirements, data quality, risks, and assumptions.

• Suggest implementation sequencing based on value, feasibility, timing, and quality considerations.

• Oversee scope, milestones, client decisions, risks, handoffs, and status during testing and client review.

• Collaborate with Forward Deployed Engineers to ensure alignment between business needs and technical choices.

• Assess workflow performance using test cases and success metrics; identify failure modes and outline subsequent steps.

• Facilitate working sessions with finance subject-matter experts and communicate progress and trade-offs effectively.

• Provide updates that clearly differentiate verified results from estimates or hypotheses.

• Clarify workflows, limitations, review requirements, and operational transitions to client teams.

• Assist in finance-focused initiatives and scope discussions.

• Mentor Associates or teammates on client delivery and finance workstream execution.

• Compile reusable questions for discovery, process maps, requirements patterns, and lessons learned from delivery.

⛳️ Requirements

• Extensive experience in finance transformation, program finance, corporate finance, or a related discipline.

• Practical knowledge of at least one area: order-to-cash, month-end closing, or procure-to-pay.

• Relevant background in AP/AR, invoicing, ERP, or finance systems.

• Proven experience in implementing AI-supported workflows in practical settings; casual use of AI tools is insufficient.

• Capability to lead client-facing discovery and delivery, structure ambiguous issues, and manage work through measurable evaluations.

• Competence in translating finance process requirements into clear implementation guidelines while collaborating effectively with engineers.

• Working knowledge of AI capabilities and limitations, with sound judgment regarding human oversight and operational risk.

• Exceptional writing, presentation, stakeholder management, and prioritization abilities.

• Experience in finance transformation consulting or professional services delivery is preferred.

• Preferred qualifications include FP&A, program finance, or analytical experience.

• Background in controller roles, CPA, or accounting operations is preferred.

• Experience with ERP implementation, finance automation, or finance-focused AI product development is preferred.

• Experience within a PE-backed company is preferred.

• Must be legally authorized to work in the United States.

• Must disclose whether employment visa sponsorship will be required now or in the future.

🏝️ Benefits

• Equity options in an expanding AI services firm.

• Exposure to diverse industries and significant AI challenges.

• Opportunities for travel for on-site client engagements (if desired).

• Direct ownership of finance AI projects from discovery through implementation planning and outcome assessment.

• Close collaboration with engineers and finance leaders addressing real operational challenges.

• Opportunity to influence the development of reusable methods for finance AI delivery.

• Variety across finance processes, systems, and client environments.

• High-ownership role with opportunities for growth as the OCFO practice evolves.

• Competitive compensation package including performance incentives linked to client outcomes.