Analyst, Finance Transformation

White-; Tampa (FL); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Life and disability coverage

401(k) retirement savings

Vacation time

Parental leave

Job summary

White & Case is seeking an Analyst, Finance Transformation to assist with AI-enabled tool rollout, testing, and adoption across the Finance function. You will work with teams to identify use cases, document requirements, support user testing, and develop training materials promoting responsible AI use.

The role requires understanding of accounting, AP, cash applications, and billing, with experience in workflow tools, RPA, or generative AI.

Qualifications

• Bachelor’s degree required.
• 3 years of experience in finance operations, finance systems, accounting, or related area required.
• Exposure to automation technologies such as workflow tools, RPA, machine learning, or generative AI solutions required.
• Strong interest in AI and emerging automation technologies required.
• Experience developing process documentation, knowledge resources, and internal training content required.
• Experience working with Elite 3E or similar finance systems preferred.
• Law firm or professional services experience preferred.

Responsibilities

• Support the development, design, rollout, and adoption of AI-enabled tools and automated processes across finance teams.
• Identify and evaluate opportunities to apply AI solutions and automation tools.
• Collect, organize, and evaluate AI prompts, use cases, and automation ideas from Finance teams.
• Perform process and data analysis to support transformation efforts.
• Test AI solutions and automation tools to confirm they aligned with finance process needs.
• Assist with user acceptance testing, issue tracking, and follow-up after new tools or process changes are implemented.
• Document current processes, proposed changes, user feedback, and business requirements.
• Prepare and maintain training and reference materials.
• Provide user support and deliver training to encourage adoption of AI and automation tools.
• Track metrics, feedback, and outcomes to measure the impact and value of automation activities.
• Strong understanding of core finance and accounting processes
• Ability to interact effectively with technical teams, business users, and management
• Strong critical thinking skills to navigate and troubleshoot issues
• Demonstrated ability to see issues through from start to finish
• Exceptional attention to detail
• Intermediate knowledge of MS Excel, Word, PowerPoint, and Visio

Skills

Finance domain knowledge

Stakeholder communication

Critical thinking

Attention to detail

Excel proficiency

Education

Bachelor's degree

3 years in finance operations or related

Tools

Elite 3E

MS Excel

Visio

Job description

Our Finance team is responsible for ensuring accurate financial operations and plays a crucial role in managing the Firm’s financial health. Our team handles a wide range of financial activities including financial planning, budgeting, forecasting, taxation, partner compensation, payroll, treasury and cash flow management to support the Firm’s strategic goals. We are responsible for inventory management including billing and collections, and analysis of client, matter and timekeeper profitability. We oversee statutory accounting and ensure compliance with financial regulations and standards. The Finance team also prepares financial statements, reports and analysis to provide insights into the Firm’s financial performance. We work closely with other functions to monitor expenses, optimize financial processes and implement cost‑saving initiatives. Through meticulous financial management and strategic planning, the Finance team ensures the Firm’s financial stability and supports its growth objectives.

Position Summary

The Analyst, Finance Transformation will assist with the rollout, testing, and adoption of AI‑enabled tools and automated processes across the Finance function. This role will work with various teams to help identify practical use cases, document requirements, support user testing, and gather feedback on new tools and process improvements. The position will also help maintain documentation, training materials, and guidance to support responsible use of AI and automation within Finance. The role requires a general understanding of the procedures for handling core finance processes, including but not limited to; accounting, accounts payable, cash applications, and billing. The successful candidate will also have experience with workflow or automation tools, as well as a strong interest in AI and emerging technologies. Strong critical thinking, problem‑solving and communication skills are essential, along with the ability to work effectively with business users, technology teams, and management.

Duties and Accountabilities

• Support the development, design, rollout, and adoption of AI‑enabled tools and automated processes across finance teams
• Identify and evaluate opportunities to apply AI solutions and automation tools
• Collect, organize, and evaluate AI prompts, use cases, and automation ideas from Finance teams
• Perform process and data analysis to support transformation efforts
• Test AI solutions and automation tools to confirm they aligned with finance process needs
• Assist with user acceptance testing, issue tracking, and follow‑up after new tools or process changes are implemented
• Document current processes, proposed changes, user feedback, and business requirements
• Prepare and maintain training and reference materials
• Provide user support and deliver training to encourage adoption of AI and automation tools
• Track metrics, feedback, and outcomes to measure the impact and value of automation activities

Skills

• General understanding of core finance and accounting processes
• Able to interact effectively with technical teams, business users, and management
• Strong critical thinking skills to navigate and troubleshoot issues
• Demonstrated ability to see issues through from start to finish
• Exceptional attention to detail
• Intermediate knowledge of MS Excel, Word, PowerPoint, and Visio

Qualifications

• Bachelor’s degree required
• 3 years of experience in finance operations, finance systems, accounting, business process improvement, or a related area required
• Exposure to automation technologies such as workflow tools, RPA, machine learning, or generative AI solutions required
• Strong interest in AI and emerging automation technologies required
• Experience developing process documentation, knowledge resources, and internal training content required
• Experience working with Elite 3E or similar finance systems preferred
• Law firm or professional services experience preferred

This role reports to Senior Manager, Finance Operations & Transformation

Equal Opportunities

Equal Opportunities White & Case is an Equal Employment Opportunity (EEO) employer and is committed to creating a fair workplace.

It is our Firm’s policy to recruit, employ, train, compensate and promote without regard to race, color, religion, creed, national origin, age, gender, sexual orientation, marital status, military or veteran status, disability, genetic information, or any other category protected by applicable law.

Applicants who are interested in applying for a position and require an accommodation during the process should contact [e-mail].

Benefits at White & Case

• medical, dental, and vision insurance
• life and disability coverage
• 401(k) retirement savings
• vacation time
• leave programs (including parental leave)

Exempt roles are also performance bonus eligible.

The Firm may modify and amend any job description at any time in its sole discretion. Nothing herein creates a contract of employment or otherwise modifies the at-will nature of employment.

Firm Summary

White & Case is an elite global law firm serving leading companies, financial institutions and governments worldwide. With a long history as an international firm, we are well‑positioned to help clients resolve their most complex legal challenges wherever they may arise. Operating across six continents and working in virtually every country, we have invested heavily in building a high‑quality, full‑service practice that competes at the top of the market. We are distinguished by our on‑the‑ground presence in key financial markets and our expertise in handling complex cross‑border work. What sets us apart is not just our global network of offices but the interconnectedness of our Firm. Our people and clients value our collaboration across geographic and practice boundaries, which is why we attract and retain significant cross‑border work. Representing multiple nationalities from across the world and speaking a vast array of languages, our lawyers and Business Services professionals are globally minded, enterprising, and committed to excellence.