Director, AI Strategy & Automation
Core
Strategic AI deployment and automation expert leading agentic workflows for Advisory Services finance and consulting portfolios.
Role type
Director, AI Strategy & Automation
Builds
Agentic AI-enabled workflows for financial planning, reporting, and business intelligence.
Domain
Financial Services / AI Strategy / Automation
Deliverable
production ML models | product features | dashboards & analysis
Required skills
AI roadmap strategy, FP&A process reimagination, agentic workflow design, change management, ROI analysis, cross-functional alignment, Python/RPA pipelines, enterprise system integration, data analysis, vendor management.
Preferred skills
Advanced degree in Finance/Economics/CS, 10+ years data science experience, visualization tools (Tableau/PowerBI), AI stacks (OpenAI/Gemini/Anthropic/Microsoft), MCP/NLP tools, machine learning libraries (pandas/scikit-learn), SQL.
Technologies
Python, SQL, Oracle Hyperion Planning, SAP, Microsoft Project, OpenAI, Gemini, Anthropic, Power Automate, Power Apps, GPT-based services.
Responsibilities
Shape AI roadmap for Advisory Services, lead FP&A process reimagination, define scalable AI use cases, drive workflow re-engineering, manage change adoption, assess ROI, integrate AI with enterprise platforms.
Seniority
Director, strategic partner & hands-on operator