AI Strategy & Operations Advisor

About the role

Our clients have articulated an AI strategy but need a senior operational leader who can turn that strategy into a working reality. This is a hands-on advisory role for a consultant who understands both the business and technical dimensions of AI deployment and can help organizations build the infrastructure, governance, and workflows needed to extract measurable value from AI investments. The right candidate has done this before, can move quickly, and knows how to align a leadership team around a credible AI operating model.

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

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