Accounting Automation & AI Implementation Consultant

SystemsAccountants; United States; On-site; USD 100,000 - 160,000; Full time

Job summary

SystemsAccountants seeks a Finance Systems & Accounting Automation Consultant to implement and optimize Truewind, an AI-powered accounting platform. You will work with finance teams to automate reconciliations, enhance reporting, and leverage AI to find trends and anomalies in financial data.

The role requires hands-on experience with cloud ERP platforms, strong accounting knowledge, and the ability to translate business needs into automated solutions.

Qualifications

• Experience with Truewind or similar cloud ERP.
• Strong understanding of reconciliations and financial reporting.
• Experience automating finance processes.
• Excel and data-analytic skills.
• Ability to work with stakeholders to translate requirements into system solutions.

Responsibilities

• Support the implementation and configuration of Truewind.
• Identify and automate manual account reconciliation processes.
• Evaluate accounting workflows and improve efficiency via automation and AI.
• Develop automated processes for recurring reconciliations and activities.
• Analyze financial data to identify trends and anomalies.
• Assist with anomalies, variances, and gaps in reporting.
• Automate and improve ad hoc and recurring financial reporting.
• Partner with stakeholders to define reporting requirements and translate them into system solutions.
• Help establish controls around AI-enabled workflows.
• Troubleshoot issues and refine automations as implementation progresses.
• Document workflows and new processes for ongoing adoption.
• Identify opportunities to leverage Truewind and other tech to automate finance processes.

Skills

Truewind experience

Accounting processes (AR/AP)

Excel / data analysis

Stakeholder communication

Autonomy

Tools

Sage Intacct

Cloud accounting platform

Job description

We are seeking a Finance Systems & Accounting Automation Consultant to support the implementation and optimization of Truewind, an AI-powered accounting platform.

This consultant will work closely with accounting and finance teams to identify opportunities for automation, improve reconciliation processes, enhance reporting, and leverage AI to identify trends and anomalies across financial data.

This is a hands-on opportunity for someone who understands both accounting processes and finance systems, and who can translate business requirements into practical automation and reporting solutions.

Key Responsibilities

• Support the implementation and configuration of Truewind
• Identify and automate manual account reconciliation processes.
• Evaluate existing accounting workflows and identify opportunities to improve efficiency through automation and AI.
• Help develop automated processes for recurring reconciliations and accounting activities.
• Analyze financial data to identify missing, unusual, or unexpected revenue and expense trends.
• Assist with identifying anomalies, variances, and potential gaps in financial reporting.
• Automate and improve ad hoc and recurring financial reporting.
• Partner with Accounting and Finance stakeholders to understand reporting requirements and translate them into system solutions.
• Help establish processes and controls around AI-enabled accounting workflows.
• Troubleshoot issues and refine automated processes as the implementation progresses.
• Document workflows, requirements, and new processes to support ongoing adoption.
• Identify additional opportunities to leverage Truewind and other technology to automate manual finance processes.

Qualifications

• Experience working with Truewind, Sage Intacct or a similar cloud accounting/ERP platform.
• Strong understanding of accounting and financial processes, particularly account reconciliations, revenue, expenses, and financial reporting.
• Experience implementing, configuring, or optimizing finance systems and/or accounting automation tools.
• Ability to analyze financial data and identify trends, anomalies, and discrepancies.
• Strong Excel/data analysis skills.
• Comfortable working with accounting stakeholders to understand processes and translate requirements into system solutions.
• Strong problem-solving and process improvement skills.
• Ability to work hands-on in a project environment and operate with a high degree of autonomy.