
Business Transformation AI Enablement (Finance)
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Overview
Job Description
Job Description Summary
Job Description
Under general supervision, uses knowledge and skills obtained through experience and training to support Finance department initiatives, operational improvement efforts, AI enablement activities, and enterprise project execution across financial reporting, controllership, and related finance functions.
This role serves as a key partner in advancing Finance priorities related to financial reporting, close execution, process governance, data quality, technology enablement, and business transformation.
Working closely with Finance leadership and cross-functional stakeholders, the role helpsidentifyprocess pain points, assess root causes, evaluate business impacts, and recommend practical solutions.
The position plays an active role inidentifyingopportunities to improve processes,leveragetechnology, and enhance organizational efficiency.
The ideal candidate is highly organized, adaptable, andsolutions-oriented, with the ability to balance strategic thinking and tactical execution.
Essential Duties and Responsibilities
AI Enablement, Financial Reporting Initiatives & Project Management
Supports AI enablement initiatives and adherence to enterprise frameworks, procedures, and standards related to AI-enabled tools and business processes.
Partners with business leaders, technology teams, and risk partners to support AI governance, adoption, and operational alignment.
Supports operational priorities across Finance, including financial reporting, close, controls, data, reconciliation, and process improvement workstreams.
Identifies, tracks, and escalates key risks, issues, dependencies, reporting impacts, and operational considerations.
Maintainsaccurateandtimelyproject documentation.
Collaborates with stakeholders to gather requirements, define deliverables,monitorprogress, and drive accountability across initiatives.
Utilizes tools tomaintainvisibilityintoworkstreams and support reporting needs.
Supports governance activities, leadership reporting, and execution follow-through.
Operational Improvement & Innovation
Identifiesopportunities to improve financial reporting processes, operational efficiency, communication, and workflows through optimization, automation, and AI-enabled capabilities.
Evaluates business challenges byidentifyingprocess pain points, root causes, and stakeholder impacts.
Supports AI engagement, communication, training, and educational initiatives.
Gathersfeedback, metrics, and business insights to support continuous improvement.
Researchesemerging technologies and industry trends.
Recommends improvements to reporting, tracking, documentation, reconciliation, and workflow processes.
Stakeholder Engagement & Leadership Support
Partners with Finance leaders, business owners, project teams, and stakeholders.
Builds strong working relationships across stakeholder groups to enable collaboration, transparency, and alignment.
Facilitates meetings, workshops, and working sessions.
Develops executive presentations, communications, and briefing materials.
Supports change management efforts through stakeholder engagement and communication planning.
Serves asa central pointof coordination across stakeholders and initiatives.
Finance Department & Organizational Support
Operates as a highly flexible and collaborative member of the Finance organization.
Contributes across financial reporting, controllership, operations, technology enablement, process governance, and transformation efforts.
Demonstrates initiative, ownership, sound judgment, and a proactive approach.
Applies organizational policies, procedures, and risk management principles.
Maintains awareness of Finance priorities, enterprise initiatives, regulatory considerations, industry trends, and emerging technologies.
Performs other duties and responsibilities as assigned.
Knowledge, Skills, and Abilities
Operational improvement, process optimization, change management, and organizational effectiveness concepts.
AI-enabled tools, automation capabilities, and emerging technologies.
Business operations, stakeholder engagement, cross-functional collaboration, and reporting practices.
Risk management principles, governance frameworks, internal controls, and reporting controls preferred.
Financial reporting, accounting operations, close processes, financial services operations, products, and regulatory environments preferred.
Data analysis, performance metrics, and reporting concepts preferred.
Education
Bachelor’s: Accounting, Bachelor’s: Business AdministrationWork Experience
General Experience - 3 to 6 yearsCertifications
Travel
Less than 25%Workstyle
HybridThe total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to:
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.
