Senior AI Deployment Manager, Finance

Overview

The organization is seeking a Senior AI Deployment Manager, Finance to lead client work that applies AI to accounting and finance workflows. This role combines finance-domain judgment with client delivery ownership, translating ambiguous process needs into practical implementation plans and partnering closely with Forward Deployed Engineers (FDEs) to execute.

Priority focus areas include:

• Order-to-cash (O2C)
• Month-end accounting close
• Procure-to-pay (P2P)

Responsibilities

Lead finance discovery and process mapping

• Run client sessions to understand the finance outcome, users, current process, systems, data, controls, exceptions, and pain points.
• Focus discovery on O2C, month-end close, and P2P to establish the facts needed to assess value and feasibility.
• Determine which process steps are suitable for AI, where conventional automation is a better fit, and where human judgment must remain.

Define a practical implementation plan

• Translate finance needs into product requirements, prioritized MVP scope, acceptance criteria, and an execution work plan for an FDE.
• Make dependencies, access needs, data quality, risks, and assumptions explicit.
• Recommend a sequence that balances business value, feasibility, timing, and quality.

Own the delivery workstream

• Manage scope, milestones, client decisions, risks, handoffs, and status through testing and client review.
• Partner closely with an FDE, keeping business requirements and technical decisions aligned without taking over engineering ownership.
• Evaluate workflow performance against agreed test cases and success criteria; surface failure modes and propose next steps.

Build client confidence and adoption

• Facilitate working sessions with finance subject-matter experts (SMEs) and communicate progress and tradeoffs clearly.
• Provide concise updates that distinguish verified results from estimates or hypotheses.
• Support client teams in understanding the workflow, its limitations, review requirements, and operational handoffs.

Contribute to the finance delivery practice

• Support finance-focused pursuits and scope discussions with grounded process and implementation judgment.
• Coach associates or teammates on client delivery and finance workstream execution where assigned.
• Package reusable discovery questions, process maps, requirements patterns, and delivery lessons.

Requirements

Required

• Strong finance-domain experience in finance transformation, program finance, corporate finance, or a related field.
• Practical knowledge of at least one of order-to-cash, month-end close, or procure-to-pay. Experience in AP/AR, invoicing, ERP, or finance systems is relevant.
• Evidence of implementing AI-supported workflows in real work (casual AI tool use alone is not enough).
• Ability to lead client-facing discovery and delivery, structure ambiguous problems, and own work through measurable review.
• Ability to translate finance process requirements into clear implementation considerations and partner effectively with engineers.
• Working understanding of AI capabilities and limitations, with sound judgment about human review and operational risk.
• Strong writing, presentation, stakeholder management, and prioritization skills.

Preferred Qualifications

• Finance transformation consulting or professional-services delivery experience.
• FP&A, program finance, or analytical experience.
• Controller, CPA, or accounting-operations background.
• ERP implementation, finance automation, or finance-focused AI product experience.
• Experience in a PE-backed company.

Compensation & Benefits

• Competitive compensation (base salary + performance incentives tied to client outcomes).
• Equity options in a growing AI services organization.

Location

• Travel opportunities for on-site client engagements (if desired).