AI Consultant
Our client is a high-growth SaaS company transforming the accounting industry through no-code AI automation. They're hiring an AI Consultant to help accounting firms streamline operations, eliminate repetitive tasks, and unlock new efficiencies-without writing a single line of code.
This is a client-facing, hands-on role where you'll collaborate with finance professionals to design and implement AI-powered workflows using a no-code platform. You'll translate real-world accounting processes into smart automations that save time and boost accuracy.
Key Responsibilities
- Partner with accounting and finance teams to understand workflows and identify automation opportunities
- Design, build, and test AI agents using a no-code platform
- Support onboarding, training, and adoption of the platform
- Document best practices and provide feedback to improve the product
- Stay current on trends in accounting, finance, and automation
Qualifications
- 3+ years in accounting, finance, or related fields (e.g., public accounting, corporate finance, bookkeeping)
- Strong understanding of accounting workflows and terminology
- Analytical mindset with a passion for process improvement
- Tech-savvy and eager to learn new tools-no coding required
- Excellent communication and client-facing skills
- (Bonus) Experience with tools like QuickBooks, NetSuite, Xero, or automation platforms
*This role is 5 days onsite in NYC*
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