- Complete a thorough audit of current Finance department processes to identify manual, inefficient, and high-risk steps, and areas where functionalities in existing tools are not optimized.
- Develop a clear 12-month transformation roadmap, prioritizing AI-leveraged automation opportunities.
- Successfully design and implement at least two key AI-powered automation solutions (e.g., using Gemini or Claude CoWork) in areas like payroll, financial reconciliation or reporting.
- Review and activate relevant under-utilized functionalities in current systems.
- Achieve a measurable reduction in targeted processes' cycle time/time spent by team members and a quantifiable improvement in data accuracy.
- Analyze current financial systems setup and review future requirements to support group expansion.
- Explore options to upgrade/expand current financial system with add-ons vs. switching to a more sophisticated financial suite; provide recommendations.
- Create standardized, automated reporting templates that provide the CFO with real-time, actionable insights for high-level decision-making, leveraging AI.
- Establish cross-functional partnerships with the Data, Tech and business teams to ensure key business and financial data is meaningful, well-defined, properly recorded to be leveraged in analysis.
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