AI & Automation Analyst

About the role

Help shape the future with a trusted, privately held CPA firm. Drive innovation, improve experiences, and make a lasting impact by joining a respected firm that has served clients and communities for over 75 years. As the AI & Automation Analyst, you'll enhance business processes, evaluate emerging technologies, and support digital solutions that strengthen the employee experience. Your ideas will matter, and your contributions will be valued in a collaborative environment committed to continuous improvement.

Responsibilities

• Partner with departments across the organization to understand workflows, identify opportunities for improvement, and enhance the employee digital experience.
• Analyze current business processes, document workflows, and identify inefficiencies or usability challenges to support informed decision-making.
• Gather and organize business and user requirements through structured discovery sessions to develop practical digital solutions.
• Translate business needs into solution designs, including user workflows, governance guardrails, and success measures.
• Evaluate digital tools, automation platforms, analytics solutions, and emerging technologies for effectiveness and alignment with organizational goals.
• Participate in user acceptance testing, document findings, and support continuous improvement efforts.
• Collaborate with IT and organizational leaders to assess implementation feasibility and operational readiness.
• Monitor adoption, usage trends, and success metrics for newly implemented digital solutions and pilot initiatives.
• Collect, organize, and summarize employee feedback to identify enhancement opportunities and improve user adoption.
• Prepare reports communicating implementation progress, workforce impact, adoption trends, and recommendations for leadership.
• Support implementation planning by developing process documentation, user guides, and workflow resources to promote successful adoption.
• Assist departments during pilot programs and early implementation by providing structured guidance and maintaining organized project documentation.
• Coordinate pilot initiatives by tracking milestones, documenting lessons learned, and compiling results to support leadership decision-making.

Requirements

• Bachelor's degree in business administration, Information Systems, Organizational Development, or a related field.
• Two to four years of experience in business analysis, process improvement, digital solutions support, or a related field, or an equivalent combination of education and experience.
• Experience in a CPA, accounting, or professional services firm is preferred.
• Knowledge of digital workplace technologies, workflow automation tools, enterprise productivity platforms, and reporting systems.
• Familiarity with artificial intelligence (AI), large language models (LLMs), automation technologies, and evaluating business use cases for emerging technology.
• Understanding of user experience (UX) principles and human-centered design methodologies.
• Experience supporting system implementations, pilot programs, or organizational change initiatives in cross-functional environments.
• Experience documenting workflows, gathering business requirements, and supporting technology implementations.
• Strong analytical and problem-solving skills with the ability to recommend practical process improvements.
• Excellent written and verbal communication skills with the ability to explain technical concepts to non-technical audiences.
• Ability to collaborate effectively with IT, operations, and business stakeholders while managing multiple priorities and meeting deadlines.
• Intermediate proficiency with Microsoft Word, Excel, and PowerPoint.

Physical & Practical Details

• Ability to work independently with minimal supervision while managing multiple priorities.
• Willingness to work extended or irregular hours, including evenings, weekends, or holidays as business needs require.
• Primarily office-based work requiring regular computer use and interaction with digital systems.
• Valid U.S. Driver's License required.