AI Consultant

Description

We are looking for an AI Consultant to support a finance transformation initiative for a client based in Portland, Maine. This Long-term Contract position will focus on strengthening financial systems, streamlining reporting workflows, and applying practical AI solutions to improve efficiency across Finance and FP& A. The ideal candidate brings deep experience with finance platforms, automation strategy, and process redesign, along with the ability to turn complex operational needs into scalable technology solutions.

Responsibilities:
Review the current finance technology environment and recommend improvements that increase accuracy, usability, and operational efficiency across core platforms.
Build automated processes for recurring accounting activities such as close tasks, journal entries, reconciliations, and routine reporting deliverables.
Create clear financial dashboards and performance reporting tools that give leadership better insight into trends, results, and key business metrics.
Strengthen system connectivity and data consistency across applications including QuickBooks Online Advanced, Maxio, HubSpot, Rippling, Brex, and related tools.
Replace heavily manual spreadsheet-based work with more reliable automated workflows and standardized processes.
Identify, test, and implement AI capabilities using tools such as Claude, ChatGPT Enterprise, Microsoft Copilot, and similar technologies within finance operations.
Develop practical AI-supported solutions for forecasting, variance review, expense coding, financial analysis, and executive-level reporting.
Partner with stakeholders to assess workflow gaps, define automation opportunities, and support ongoing optimization of finance and reporting processes.

Requirements

7+ years of experience in finance transformation, financial systems consulting, or a related advisory role.
Strong hands-on knowledge of QuickBooks Online Advanced, Maxio, HubSpot, Rippling, Brex, and connected finance applications.
Demonstrated success delivering automation for month-end close, financial reporting, reconciliations, and broader accounting workflows.
Experience designing dashboards, reporting frameworks, and integrated data solutions that improve financial visibility and decision-making.
Practical understanding of AI tools such as Claude, Microsoft Copilot, and ChatGPT Enterprise, especially in finance or FP& A use cases.
Ability to evaluate business processes, lead discovery efforts, and translate operational needs into scalable automation strategies.
Familiarity with workflow automation, prompt engineering, and AI-assisted analysis for reporting, forecasting, and document-driven tasks.

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