Analyst, Finance Transformation

About the role

The Analyst, Finance Transformation will assist with the rollout, testing, and adoption of AI-enabled tools and automated processes across the Finance function. This role will work with Finance, Innovation & AI, and Technology teams to help identify practical use cases, document requirements, support user testing, and gather feedback on new tools and process improvements. The position will also help maintain documentation, training materials, and guidance to support responsible use of AI and automation within Finance.

Responsibilities

• Work with Finance, Innovation & AI, and Technology teams to support the development, design, rollout, and adoption of AI-enabled tools and automated processes across finance teams
• Identify and evaluate opportunities to apply AI solutions and automation tools
• Collect, organize, and evaluate AI prompts, use cases, and automation ideas from Finance teams
• Perform process and data analysis to support transformation efforts
• Test AI solutions and automation tools to confirm they aligned with finance process needs
• Assist with user acceptance testing, issue tracking, and follow-up after new tools or process changes are implemented
• Document current processes, proposed changes, user feedback, and business requirements
• Prepare and maintain training and reference materials
• Provide user support and deliver training to encourage adoption of AI and automation tools
• Track metrics, feedback, and outcomes to measure the impact and value of automation activities

Skills

• General understanding of core finance and accounting processes
• Able to interact effectively with technical teams, business users, and management
• Strong critical thinking skills to navigate and troubleshoot issues
• Demonstrated ability to see issues through from start to finish
• Exceptional attention to detail
• Intermediate knowledge of MS Excel, Word, PowerPoint, and Visio

Qualifications

• Bachelor's degree required
• 3 years of experience in finance operations, finance systems, accounting, business process improvement, or a related area required
• Exposure to automation technologies such as workflow tools, RPA, machine learning, or generative AI solutions required
• Strong interest in AI and emerging automation technologies required
• Experience developing process documentation, knowledge resources, and internal training content required
• Experience working with Elite 3E or similar finance systems preferred
• Law firm or professional services experience preferred