AI Strategy & Operations Advisor

Responsibilities: 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

Qualifications: 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