Senior AI Deployment Manager, Finance

Job Summary

The Senior AI Deployment Manager, Finance brings strong finance-domain experience to client work that applies AI to accounting and finance workflows. You will lead client discovery and delivery workstreams, turn unclear process needs into a practical implementation plan, and partner with Forward Deployed Engineers to move the work forward.

The priority areas are order-to-cash, month-end accounting close, and procure-to-pay. You should understand how finance teams operate and have implemented AI workflows in real work. Deep accounting process judgment matters more than AI specialization; you should be able to learn new tools quickly, explain their limits, and bring engineering in where technical decisions require it.

Eliza works AI-first and expects everyone in the company to use AI tools thoughtfully in their work. Client priorities move quickly, and the work can be ambiguous. You will receive ownership of a workstream, not a fixed script, and will be expected to communicate risks and tradeoffs early.

Key Responsibilities

• LEAD FINANCE DISCOVERY AND PROCESS MAPPING
• Run client sessions to understand the finance outcome, users, current process, systems, data, controls, exceptions, and pain points.
• Focus discovery on O2C, month-end close, and P2P; establish the facts needed to assess value and feasibility.
• Identify which process steps are suitable for AI, where conventional automation is a better fit, and where human judgment must remain.
• DEFINE A PRACTICAL IMPLEMENTATION PLAN
• Translate finance needs into product requirements, prioritized MVP scope, acceptance criteria, and a work plan an FDE can build against.
• Make dependencies, access needs, data quality, risks, and assumptions explicit.
• Recommend a sequence that balances business value, feasibility, timing, and quality.
• OWN THE DELIVERY WORKSTREAM
• Manage scope, milestones, client decisions, risks, handoffs, and status through testing and client review.
• Partner closely with an FDE, keeping business requirements and technical decisions aligned without taking over engineering ownership.
• Evaluate workflow performance using agreed test cases and success criteria; surface failure modes and propose next steps.
• BUILD CLIENT CONFIDENCE AND ADOPTION
• Facilitate working sessions with finance SMEs and communicate progress and tradeoffs in clear language.
• Present concise updates that distinguish verified results from estimates or hypotheses.
• Help client teams understand the workflow, its limitations, review requirements, and operational handoffs.
• CONTRIBUTE TO THE FINANCE DELIVERY PRACTICE
• Support finance-focused pursuits and scope discussions with grounded process and implementation judgment.
• Coach Associates or teammates on client delivery and finance-workstream execution where assigned.
• Package reusable discovery questions, process maps, requirements patterns, and delivery lessons.

Qualifications

Required

• Strong finance-domain experience in finance transformation, program finance, corporate finance, or a related field.
• Practical knowledge of at least one of order-to-cash, month-end close, or procure-to-pay. Experience in AP/AR, invoicing, ERP, or finance systems is relevant.
• Evidence of implementing AI-supported workflows in real work; casual AI tool use alone is not enough.
• Ability to lead client-facing discovery and delivery, structure ambiguous problems, and own work through measurable review.
• Can translate finance process requirements into clear implementation considerations and partner effectively with engineers.
• Working understanding of AI capabilities and limitations, with sound judgment about human review and operational risk.
• Strong writing, presentation, stakeholder management, and prioritization skills.

Preferred

• Finance transformation consulting or professional-services delivery experience.
• FP&A, program finance, or analytical experience.
• Controller, CPA, or accounting-operations background.
• ERP implementation, finance automation, or finance-focused AI product experience.
• Experience in a PE-backed company.

What We Offer

• Competitive compensation (base salary + performance incentives tied to client outcomes).
• Equity options in a growing AI services company.
• Exposure to a wide range of industries and high-impact AI problems.
• Travel opportunities for on-site client engagements (if desired)
• Direct client ownership of finance AI work from discovery through implementation planning and outcome review.
• Close partnership with engineers and finance leaders on real operational problems.
• The opportunity to shape reusable methods for finance AI delivery.
• Variety across finance processes, systems, and client environments.
• A high-ownership role with room to grow as the OCFO practice develops.