AI Finance Ops Transformation Lead (Remote)

aspenviewtech; United States; Hybrid; USD 140,000 - 220,000; Full time

Job summary

Aspenviewtech is seeking a senior finance operations consultant to redesign finance and investment operations so AI agents can prepare repeatable work while people retain authority over decisions and approvals.

You’ll map how teams work today, document processes and controls, and lead a staged transformation with a client product owner and an agent engineer. The role blends finance operations expertise, process consulting, delivery leadership, and hands-on use of generative AI.

Qualifications

• Five+ years running or redesigning finance operations in a complex organization.
• Deep expertise in at least one finance domain (controlling or close) with knowledge of tax, wealth, and investment processes.
• Experience mapping processes with operators and leading change through agile, Lean, PMO, or similar approaches.
• Strong Spanish and English for facilitating workshops with senior finance and tax stakeholders.
• Advanced everyday use of generative AI, including creating custom assistants or agents for repeatable tasks.
• Based in Latin America with overlap to a team starting around 7:00 a.m. UTC-5 and discretion with sensitive information.

Responsibilities

• Map end-to-end workflows across tax planning, financial control, wealth planning, and investment management, documenting current practices with the people who perform them.
• Design target processes that specify what an agent prepares, what a person decides, and where approvals and limits apply.
• Write operating procedures, policies, decision rights, and reusable agent instructions for recurring tasks.
• Manage discovery, pilots, backlogs, sprint reviews, and demos with the client product owner; coordinate implementation with technical partners.
• Document prompt approaches and connector configurations, and bring process designs through architecture and client reviews.
• Train teams, track adoption and practical outcomes, and hand process ownership to an internal lead.

Skills

Finance operations

Process mapping

Agile/Lean/PMO

Spanish and English

Generative AI

Workshop facilitation

Tools

ERP

Reporting tools

Job description

Aspenviewtech is seeking a senior finance operations consultant to redesign finance and investment operations so AI agents can prepare repeatable work while people retain authority over decisions and approvals.

You’ll map how teams work today, document processes and controls, and lead a staged transformation with a client product owner and an agent engineer. The role blends finance operations expertise, process consulting, delivery leadership, and hands-on use of generative AI.