- Lead billable client engagements focused on AI and automation to improve financial and operational workflows.
- Serve as primary project lead, managing scope, timelines, deliverables, and client relationships.
- Conduct discovery sessions and process assessments to identify client needs and design solutions.
- Own the full project lifecycle, including initial scoping, planning, execution, and handoff.
- Lead the evaluation, selection, and integration of AI tools for both clients and internal operations.
- Identify opportunities to streamline internal processes like data entry and reporting using AI.
- Coach and mentor junior staff on AI tools, project workflows, and engagement best practices.
Project ManagementProcess improvementQuickBooks