Agentic process transformation consultant - F&A

Cognizant; Austin (TX); On-site; USD 150,000 - 210,000; Full time

Job summary

Cognizant in Austin is seeking an agentic Finance Process Transformation Consultant who can think like an advisor, shape solutions like a product owner, and collaborate with delivery like a hands-on business lead. The role requires ownership from business problem to credible prototype and measurable value across industry verticals.

Lead workshops, blueprint future-state processes, and build reusable offerings, while collaborating with CFO stakeholders and delivery teams to drive cost savings and

Qualifications

• Must have 10+ years of hands-on consulting experience in Finance & Accounting.
• Strong knowledge of US GAAP and IFRS for financial closing.
• Experience in O2C, P2P, R2R, and FP&A processes.
• Experience building AI agents in F&A using Copilot Studio, Gemini, or AWS.
• Proficient in BPMN and intelligent automation for transformation.
• Ability to diagram processes with tools like Figma, Signavio, Visio.
• Experience building Finance Target Operating Models and process taxonomies.
• Collaborates in cross-functional teams with SMEs, product owners, data teams.
• Excellent written and verbal communication.

Responsibilities

• Lead Process Discovery workshops in Finance & Accounting.
• Identify where Agentic AI can augment judgment.
• Differentiate between process change, analytics, automation, and AI use cases.
• Conduct ideation sessions with Finance SMEs.
• Create process documentation and taxonomy.
• Analyze process volumetrics and quantify automation impact.
• Develop recommendations aligned with CFO goals.
• Convert use cases into POC charters with scope and requirements.
• Collaborate with architects, AI engineers, data engineers, developers, UX designers, and automation teams.
• Provide Finance domain guidance to delivery teams.
• Build reusable Finance and Agentic AI assets.

Skills

Finance domain expertise

Cross-functional collaboration

Communication skills

Process modeling

AI in Finance

BPMN tooling

ERP systems

Education

Bachelor's degree in finance / accounting

Tools

Copilot Studio

Gemini Enterprise

AWS

Figma

Signavio

Visio

SAP

Oracle

Microsoft Dynamics

PeopleSoft

Job description

Job Description:

IPA Consulting is looking for a agentic process transformation consultant in Finance, who can think like an advisor, shape solutions like a product owner and collaborate with delivery like a hands‑on business lead. The role is not limited to documenting processes or listing F&A AI ideas. It requires ownership of the journey from business problem to credible prototype, measurable value proposition and reusable offering across industry verticals.

Experience required

• Bachelor's degree in finance / accounting /commerce or Degree / Diploma in Business Administration with specialization in Finance
• Must have 10 + years of hands‑on consulting experience in Finance & Accounting function with exposure to General Accounting, Financial Reporting
• Must have good understanding and grasp of US GAAP and IFRS principals and standards pertaining to Financial Closing and Reporting for multinational corporations
• Experience in working on processes in functional areas such as Order to Cash (O2C), Procure to Pay (P2P), Record to Report (R2R) and Finance Planning & Analysis (FP&A)
• Experience in building AI Agents on F&A functional areas using Copilot Studio, Gemini Enterprise or AWS
• Experience of working on Finance Transformation & Improvement initiatives using BPMN tools as well as Intelligent automation
• Ability to understand the business process and create process flow diagrams using tools like Figma, Signavio, Visio with swim lanes and BPMN framework
• Experience in building Finance Target Operating Models, establishing a new process framework, building Finance process taxonomy for any Finance areas
• Ability to work in cross functional environments and effectively collaborate with key project members and stakeholders
• Experience in working on ERP platforms like SAP, Oracle, Microsoft Dynamics and Peoplesoft
• Proven ability to collaborate in cross-functional environments with Finance SMEs, product owners, architects, data teams, developers and change teams
• Excellent written and verbal communication skills, with the ability to flex messaging for stakeholders at all levels

Roles & Responsibilities:

• Lead and manage Process Discovery workshops with clients in Finance & Accounting areas to develop process baseline and identify opportunities for re‑engineering, simplification and automation
• Identify where Agentic AI can augment judgment, coordinate multi‑step work, manage exceptions, generate artifacts or recommend actions within Finance workflows
• Distinguish between opportunities best addressed through process change, analytics, rules‑based automation, workflow, Generative AI or Agentic AI, avoiding technology‑led use‑case selection.
• Conduct ideations sessions with Finance SME to analyze process bottlenecks and develop and blueprint for future state process
• Create and develop process documentation such as process flows, process taxonomy, standard operating procedures etc.
• Collect and analyze Process Volumetrics to identify root causes and quantify potential impact of process automation/ transformation
• Build process transformation and recommendations that are aligned with business CFO goals and are focused on delivering key business objectives like cost savings, process efficiency, compliance etc.
• Convert selected use cases into actionable POC or prototype charters covering scope, personas, journeys, scenarios, functional requirements, assumptions, boundaries and acceptance criteria.
• Partner with architects, AI engineers, data engineers, developers, UX designers and automation teams to shape the solution and maintain alignment to the intended business outcome.
• Provide Finance domain guidance to delivery teams, including business rules, accounting context, exception scenarios, control expectations and realistic test cases
• Build reusable Finance and Agentic AI assets such as use‑case catalogs, discovery questionnaires, reference workflows, personas, demo scripts, value frameworks and prototype templates

Travel:

Ability to travel to client sites as needed

Cognizant will only consider applicants for this position who are legally authorized to work in the United States without requiring company sponsorship now or at any time in the future.