The Opportunity:
What Your Impact Will Be:
- Identify and prioritize automation opportunities across Finance (AP/AR, close, reconciliations, reporting, master data, audit support), including candidates for AI augmentation (e.g., document understanding, variance narratives, triage, classification).
- Build and maintain RPA workflows using approved low-code tools (e.g., UiPath, Power Automate, Automation Anywhere, Blue Prism) and associated connectors.
- Partner with Finance and IT/CoE to pilot and scale AI-enabled automations such as:
- Intelligent document processing (IDP) for invoices, statements, and support documentation
- AI-assisted email/case triage and routing
- Automated narrative generation for reconciliations/variance explanations (with human review)
- Knowledge search/Q&A over approved finance procedures and policies
- Document future-state processes (SOPs, process maps, user stories, acceptance criteria) including AI “human-in-the-loop” checkpoints.
- Implement strong exception handling, audit logs, monitoring/alerting, and operational runbooks for both bots and AI-assisted workflows.
- Execute unit testing and support UAT; assist with deployment and hypercare; support ongoing enhancements and incident resolution.
- Ensure solutions meet SOX/internal controls, data privacy, model/data usage policies, and security requirements (including access controls and segregation of duties).
- Track and report automation value (hours saved, cycle time reduction, error reduction), and for AI initiatives include quality measures (e.g., accuracy, exception rate, reviewer effort).
Skills & Competencies
- Process improvement mindset with practical automation delivery
- Comfort learning and applying new AI capabilities responsibly
- Strong written communication and documentation discipline
- Stakeholder management across Finance, IT, Compliance, and Audit
- Analytical thinking and structured problem-solving
Tools (Examples)
- RPA: UiPath / Power Automate / Automation Anywhere / Blue Prism
- AI/IDP (examples): Document Understanding / IDP tools, approved GenAI assistants, workflow copilots
- Data: Excel (advanced), Power BI/Tableau, basic SQL
- Documentation: Visio / Lucidchart / Confluence
- Systems: ERP (SAP/Oracle/NetSuite), ticketing (ServiceNow/Jira)
KPIs
- Hours saved / capacity released; cycle time improvements; error reduction
- Bot run success rate; incident volume/time to resolution
- Compliance adherence (audit findings/control exceptions)
- AI workflow quality metrics (exception rate, reviewer rework, accuracy/consistency within defined thresholds)