Posted:22 hours ago|
Platform:
On-site
Contractual
Our client, a leading global investment firm is looking to engage a Deal Advisor to work closely on evaluating and implementing automation/AI opportunities for back-office processes.
Review the target company’s services and back-office processes (invoicing, payroll, bookkeeping, banking reconciliation, expense processing, etc.)
Identify opportunities for automation or AI implementation
Estimate potential benefits (time, cost, efficiency) from automation/AI
Prepare total cost projections including capex, opex, and team requirements
Design a high-level IT/automation roadmap with phases and sequencing
Recommend the order of initiatives for maximum impact
Work closely with leadership and internal teams to gather insights
Present findings, recommendations, and high-level plans clearly to stakeholders
Be available to contribute actively during the current deal process
Support short-term project objectives and deliverables within tight timelines
Flexing It®
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Experience: Not specified
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