Business Transformation AI Enablement (Finance)

Finance Department Initiative Support

Under general supervision, uses knowledge and skills obtained through experience and training to support Finance department initiatives, operational improvement efforts, AI enablement activities, and enterprise project execution across financial reporting, controllership, and related finance functions.

This role serves as a key partner in advancing Finance priorities related to financial reporting, close execution, process governance, data quality, technology enablement, and business transformation.

Working closely with Finance leadership and cross-functional stakeholders, the role helps identify process pain points, assess root causes, evaluate business impacts, and recommend practical solutions.

The position plays an active role in identifying opportunities to improve processes, leverage technology, and enhance organizational efficiency.

The ideal candidate is highly organized, adaptable, and solutions-oriented, with the ability to balance strategic thinking and tactical execution.

Essential Duties and Responsibilities

• AI Enablement, Financial Reporting Initiatives & Project Management
• Supports AI enablement initiatives and adherence to enterprise frameworks, procedures, and standards related to AI-enabled tools and business processes.
• Partners with business leaders, technology teams, and risk partners to support AI governance, adoption, and operational alignment.
• Supports operational priorities across Finance, including financial reporting, close, controls, data, reconciliation, and process improvement workstreams.
• Identifies, tracks, and escalates key risks, issues, dependencies, reporting impacts, and operational considerations.
• Maintains accurate and timely project documentation.
• Collaborates with stakeholders to gather requirements, define deliverables, monitor progress, and drive accountability across initiatives.
• Utilizes tools to maintain visibility into workstreams and support reporting needs.
• Supports governance activities, leadership reporting, and execution follow-through.

Operational Improvement & Innovation

• Identifies opportunities to improve financial reporting processes, operational efficiency, communication, and workflows through optimization, automation, and AI-enabled capabilities.
• Evaluates business challenges by identifying process pain points, root causes, and stakeholder impacts.
• Supports AI engagement, communication, training, and educational initiatives.
• Gathers feedback, metrics, and business insights to support continuous improvement.
• Researches emerging technologies and industry trends.
• Recommends improvements to reporting, tracking, documentation, reconciliation, and workflow processes.

Stakeholder Engagement & Leadership Support

• Partners with Finance leaders, business owners, project teams, and stakeholders.
• Builds strong working relationships across stakeholder groups to enable collaboration, transparency, and alignment.
• Facilitates meetings, workshops, and working sessions.
• Develops executive presentations, communications, and briefing materials.
• Supports change management efforts through stakeholder engagement and communication planning.
• Serves as a central point of coordination across stakeholders and initiatives.

Finance Department & Organizational Support

• Operates as a highly flexible and collaborative member of the Finance organization.
• Contributes across financial reporting, controllership, operations, technology enablement, process governance, and transformation efforts.
• Demonstrates initiative, ownership, sound judgment, and a proactive approach.
• Applies organizational policies, procedures, and risk management principles.
• Maintains awareness of Finance priorities, enterprise initiatives, regulatory considerations, industry trends, and emerging technologies.
• Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities

• Operational improvement, process optimization, change management, and organizational effectiveness concepts.
• AI-enabled tools, automation capabilities, and emerging technologies.
• Business operations, stakeholder engagement, cross-functional collaboration, and reporting practices.
• Risk management principles, governance frameworks, internal controls, and reporting controls preferred.
• Financial reporting, accounting operations, close processes, financial services operations, products, and regulatory environments preferred.
• Data analysis, performance metrics, and reporting concepts preferred.

Education

Bachelor's: Accounting, Bachelor's: Business Administration

Work Experience

General Experience - 3 to 6 years

Certifications

Travel

Less than 25%

Workstyle

Hybrid

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: Grow professionally and inspire others to do the same Work with and through others to achieve desired outcomes Make prompt, pragmatic choices and act with the client in mind Take ownership and hold themselves and others accountable for delivering results that matter Contribute to the continuous evolution of the firm

At Raymond James as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.