About the job :

Job Title : AI & Automation Specialist (Finance), 3-6 years

Location : Bangalore, India (client-facing; onsite/hybrid)

Employment Type : Full-time

Role Summary : We are hiring an AI and automation specialist to operationalize analytics and AI for finance and procurement processes and workflows.

You will design, build, and deploy AI/agent-based and RPA solutions using the approved tool stack, enable Finance teams through hands-on training and coaching, drive change management and adoption.

This role is ideal for an engineer/consultant who has delivered measurable impact through automation within enterprise constraints and can translate business needs into robust, maintainable solutions.

Key Responsibilities :

Solution discovery and prioritization :

- Partner with Finance stakeholders to assess, refine, and prioritize high-value use cases aligned to efficiency, risk reduction, and revenue impact.

- Translate business requirements into technical designs with clear success metrics and KPIs.

AI/automation solution design and delivery :

- Design, develop, and implement AI/automation solutions leveraging existing enterprise platforms (e.g., Excel, Power BI, PowerApps, Copilot), and Python.

- Integrate with existing systems, data sources, and workflows; ensure robust data modelling and API integration where required.

- Create dashboards, reporting tools, and conversational/NLG interfaces to improve usability and decision-making.

Training, coaching, and documentation :

- Deliver workshops, hands-on sessions, and office hours to transfer knowledge to Finance teams.

- Produce comprehensive documentation : solution architecture, data/workflow diagrams, test plans, release notes, and user guides.

Change management and adoption :

- Plan and execute pilots, UAT, and iterative improvements based on user feedback.

- Establish adoption metrics, track performance and engagement, and drive continuous improvement via regular feedback loops.

Compliance, security, and governance :

- Build solutions that comply with enterprise data protection, security, regulatory, and IP policies.

Project management and reporting :

- Provide regular status updates, progress reports, and a final outcomes report with quantified impact.

- Coordinate with team to align milestones and timelines; manage risks, issues, and dependencies.

Required Skills and Experience :

- 3-6 years of hands-on experience delivering AI/RPA/analytics solutions in enterprise environments, preferably within Finance, FP&A, GL accounting, or sourcing.

- Strong expertise with Microsoft Power Platform : PowerApps (canvas/model-driven), Power Automate; data connections and governance.

- Power BI proficiency : data modelling, Power Query/M, building interactive dashboards/reports

- Advanced Excel : Power Query, complex formulas; VBA is a plus.

- RPA with Automation Anywhere : bot development, orchestration, credential vault, error handling, and scheduling.

- AI/ML capabilities :

1. NLP and LLMs : prompt engineering, document parsing, summarization, semantic search/RAG, and evaluation.

2. Forecasting and anomaly detection : time-series models and ML techniques; practical experience with Python (pandas, scikit-learn) and SQL, where permitted.

3. Natural language generation for commentary and report narratives.

- Integration and engineering : REST APIs, SharePoint/Teams/OneDrive integration, basic CI/CD, Git-based version control, unit/integration testing.

- Security and compliance mindset : experience building audit trails, RBAC, and working within data protection and regulatory frameworks.

- Training and enablement : proven ability to design and deliver workshops and training for non-technical users; create clear, reusable materials.

Education :

- Bachelors degree in Engineering, Computer Science, Information Systems, or Finance/Accounting with strong analytics exposure; or equivalent practical experience