Analyst, Finance Transformation

White & Case LLP; Tampa (FL); Hybrid; USD 75,000 - 105,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability coverage

401(k) retirement savings

Vacation time and leave programs

Parental leave

Job summary

White & Case LLP's Finance Transformation team seeks an Analyst to assist with the rollout, testing, and adoption of AI-enabled tools across the Finance function. You will collaborate with Finance, Innovation & AI, and Technology teams to identify practical use cases, document requirements, support user testing, and gather feedback on new tools and process improvements.

The role will also help maintain documentation, training materials, and guidance to support responsible use of AI and

Qualifications

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

Responsibilities

• Work with Finance, Innovation & AI and Technology teams to support AI-enabled tools rollout and automation across finance teams.
• Identify 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 ensure alignment with finance process needs.
• Assist with user acceptance testing, issue tracking, and post-implementation follow-ups.
• Document current processes, proposed changes, user feedback, and business requirements.
• Prepare and maintain training and reference materials.
• Provide user support and deliver training to promote adoption of AI and automation tools.
• Track metrics, feedback, and outcomes to measure impact of automation.

Skills

Critical thinking

Attention to detail

Communication skills

MS Office (Excel/Word/PowerPoint)

Finance domain knowledge

Interpersonal skills

Education

Bachelor's degree

Tools

Elite 3E

Visio

Excel

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 Finance, Innovation & AI, and Technology 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

The roles and responsibilities of this job include:

• Work with Finance, Innovation & AI, and Technology teams to 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

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.

Benefits at White & Case

White & Case LLP offers a comprehensive suite of benefit programs to all eligible employees, including medical, dental, and vision insurance, life and disability coverage, 401(k) retirement savings, vacation time, and 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.

The above is only a general description of the essential duties associated with this position and does not represent an exhaustive or comprehensive list of all duties.