Gen AI Automation Specialist

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:
• NLP and LLMs: prompt engineering, document parsing, summarization, semantic search/RAG, and evaluation.
• Forecasting and anomaly detection: time-series models and ML techniques; practical experience with Python (pandas, scikit-learn) and SQL, where permitted.
• 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

• Bachelor’s degree in Engineering, Computer Science, Information Systems, or Finance/Accounting with strong analytics exposure; or equivalent practical experience.