Job Role:

AI Transformation Leader Location:

VA or Remote Duration:

6+

Months Job Description:

Finance function

• from budget cycle to cash collection.

Understands how Company plans, records, and reports its financial position across every process, and reimagine where AI accelerates without compromising controls. Every recommendation must respect the SOX and audit environment that Finance operates within.

Covers:

FP&A (budgeting, forecasting, variance)

• Accounting (GL, AP, AR)
• Order-to-Cash
• Collections
• Procurement
• Payroll & Compensation
• Financial Reporting
• Treasury & Compliance

CORE COMPETENCY PILLARS

Business Process Breadth Planning cycle: budget build, rolling forecast, variance review, board pack production

Record-to-report:

journal entries, period close, reconciliations, consolidation

Order-to-cash:

CPQ quote through EBS invoice through collection and recognition

Procure-to-Pay:

Coupa Purchasing, Ironclad Contracts, approvals, invoicing to EBS Payments processing

Tax:

Tax accounting, compliance, and reporting AI Reimagination Focus Opportunity discovery: Run process walkthroughs, identify manual, high-volume, rules-plus-judgment steps, and size the value.

Prioritization:

Score ideas on value, feasibility, control risk, data readiness, and effort.

Reimagine FP&A:

AI-assisted forecasting and variance narrative replaces 3-day Excel cycles Reimagine collections: AI-prioritised AR queue over manual aging triage Reimagine reporting: natural language answers to CFO and Blackstone queries Reimagine Purchasing journey Transformation & Change Every AI action needs a human review gate

• SOX compliance is non-negotiable Frame AI as control enhancement, not replacement
• the only language CFO trusts Define success in Finance language: close cycle time, forecast accuracy, DSO, Purchasing turnaround, touch-time per invoice, and audit findings. Governance & Channelling No AI tools touching financial data without IT and InfoSec sign-off Sigma and Snowflake replace Excel reporting models
• stop spreadsheet proliferation Oracle EBS as system of record
• no shadow ERPs or parallel financial systems

TECHNOLOGY LANDSCAPE

Tools they run on today: Oracle EBS (GL, AP, FA, CE, AR, billing, revenue recognition) Salesforce CPQ (quoting, order management, commercial terms) Coupa / Concur (Procurement & Expense & Travel management) Ironclad

• Vendor Contract management Highradius
• Collections Management Stripe / Flywire/ Chargebee (payment processing and subscription billing) Adaptive
• FP&A Platform Kyriba
• Treasury Management