Agentic process transformation consultant - F&A

Location: SFO, CA Bay Area Client is looking for a agentic process transformation consultant in Finance, who can think like an advisor, shape solutions like a product owner and collaborate with delivery like a hands-on business lead. Build reusable Finance and Agentic AI assets such as use-case catalogs, discovery questionnaires, reference workflows, personas, demo scripts, value frameworks and prototype templates.

Job Title: Agentic process transformation consultant - F&A
Location: SFO, CA Bay Area

Client is looking for a agentic process transformation consultant in Finance, who can think like an advisor, shape solutions like a product owner and collaborate with delivery like a hands-on business lead. The role is not limited to documenting processes or listing F&A AI ideas. It requires ownership of the journey from business problem to credible prototype, measurable value proposition, and reusable offering across industry verticals.

Experience Required :

Bachelor's degree in finance / accounting /commerce or Degree / Diploma in Business Administration with specialization in Finance
Must have 10 + years of hands-on consulting experience in Finance & Accounting function with exposure to General Accounting, Financial Reporting
Must have good understanding and grasp of US GAAP and IFRS principals and standards pertaining to Financial Closing and Reporting for multinational corporations
Experience in working on processes in functional areas such as Order to Cash (O2C), Procure to Pay (P2P), Record to Report (R2R) and Finance Planning & Analysis (FP&A)
Experience in building AI Agents on F&A functional areas using Copilot Studio, Gemini Enterprise or AWS
Experience of working on Finance Transformation & Improvement initiatives using BPMN tools as well as Intelligent automation
Ability to understand the business process and create process flow diagrams using tools like Figma, Signavio, Visio with swim lanes and BPMN framework
Experience in building Finance Target Operating Models, establishing a new process framework, building Finance process taxonomy for any Finance areas
Ability to work in cross functional environments and effectively collaborate with key project members and stakeholders
Experience in working on ERP platforms like SAP, Oracle, Microsoft Dynamics and Peoplesoft
Proven ability to collaborate in cross-functional environments with Finance SMEs, product owners, architects, data teams, developers and change teams
Excellent written and verbal communication skills, with the ability to flex messaging for stakeholders at all levels

Roles & Responsibilities :

Lead and manage Process Discovery workshops with clients in Finance & Accounting areas to develop process baseline and identify opportunities for re-engineering, simplification and automation
Identify where Agentic AI can augment judgment, coordinate multi-step work, manage exceptions, generate artifacts or recommend actions within Finance workflows
Distinguish between opportunities best addressed through process change, analytics, rules-based automation, workflow, Generative AI or Agentic AI, avoiding technology-led use-case selection.
Conduct ideations sessions with Finance SME to analyze process bottlenecks and develop and blueprint for future state process
Create and develop process documentation such as process flows, process taxonomy, standard operating procedures etc.
Collect and analyze Process Volumetrics to identify root causes and quantify potential impact of process automation/ transformation
Build process transformation and recommendations that are aligned with business CFO goals and are focused on delivering key business objectives like cost savings, process efficiency, compliance etc.
Convert selected use cases into actionable POC or prototype charters covering scope, personas, journeys, scenarios, functional requirements, assumptions, boundaries and acceptance criteria.
Partner with architects, AI engineers, data engineers, developers, UX designers and automation teams to shape the solution and maintain alignment to the intended business outcome.
Provide Finance domain guidance to delivery teams, including business rules, accounting context, exception scenarios, control expectations and realistic test cases
Build reusable Finance and Agentic AI assets such as use-case catalogs, discovery questionnaires, reference workflows, personas, demo scripts, value frameworks and prototype templates