Financial AI Automation Specialist
This role is open to candidates based in LATAM, Africa, and Eastern Europe. Please note that as this role supports U.S.-based clients, candidates must be available to work during U.S. business hours aligned with the client’s time zone.
Our client is seeking an AI Solutions Specialist to lead the adoption and execution of AI-driven workflows across the organization. The company is focused on leveraging AI to improve operational efficiency, streamline business processes, and automate workflows across finance, operations, scheduling, and data management. They are looking for a proactive professional who can identify process improvements, implement AI solutions, train cross-functional teams, and drive organization-wide AI adoption.
ROLE OVERVIEW
The Financial AI Automation Specialist will be responsible for designing, implementing, and optimizing AI-driven workflows and automations across multiple business functions. The Financial AI Automation Specialist will collaborate with department leaders to identify operational bottlenecks, develop agentic AI solutions, integrate AI platforms with existing systems, and train teams on AI best practices. This role is ideal for someone with hands-on AI implementation experience who enjoys combining business process optimization, automation, system integration, and cross-functional enablement to improve organizational performance.
LOCATION
Fully Remote | 9:00 AM – 5:00 PM EST
KEY RESPONSIBILITIES
AI WORKFLOW IMPLEMENTATION
- Design, implement, and maintain AI-driven systems and automations across the organization.
- Build agentic AI solutions for finance, operations, scheduling, and data management.
- Identify business bottlenecks, process gaps, and operational inefficiencies.
- Develop AI-based solutions to improve business performance.
- Collaborate with department leaders to streamline workflows and automate business processes.
PROCESS ANALYSIS & OPTIMIZATION
- Audit existing workflows t...