AI Strategy & Operations Advisor

• Assess the client's current AI maturity, tooling, and workflow gaps across priority business functions • Develop or refine an AI operationalization roadmap with clear milestones, owners, and success metrics • Define AI governance frameworks including data access policies, model oversight protocols, and risk management standards • Identify and prioritize high-ROI AI use cases within finance, accounting, operations, and client service delivery • Partner with technology vendors and internal IT to evaluate, select, and configure AI tools appropriate to the client's scale and infrastructure • Translate AI strategy into role-level workflow changes and lead cross-functional working sessions to design new operating procedures • Build internal AI capability by advising on hiring profiles, team structures, and upskilling programs • Establish dashboards and reporting cadences to track AI initiative performance against business outcomes • Serve as a thought partner and strategic advisor to senior leadership throughout the engagement
• 10+ years of experience in strategy, operations, or management consulting with at least 3 years focused on AI or advanced analytics implementation • Demonstrated ability to operationalize AI strategies within finance, accounting, or professional services environments • Experience building or advising on AI governance structures and responsible AI policies • Strong command of the AI and automation tool landscape relevant to mid-market organizations (workflow automation, GenAI productivity tools, data analytics platforms) • Ability to work at both the strategic and operational level, translating executive vision into actionable execution plans • Excellent communication and facilitation skills with experience driving alignment across executive teams and functional leaders