Finance & AI Consultant

Cedrela Talent; San Juan (PR); On-site; USD 90,000 - 130,000; Full time

Job summary

Cedrela Talent seeks a Finance AI Consultant to help clients transform finance operations using AI, automation, analytics, and modern finance tech in a consulting context. The role blends advisory, business transformation, and technology enablement to modernize finance functions and improve efficiency.

The ideal candidate has strong analytical and consulting capabilities, hands-on experience with AI-enabled finance solutions, and the ability to collaborate with cross-functional stakeholders in

Qualifications

• Bachelor’s degree in Finance, Accounting, Business Administration, Information Systems, Data Science, Computer Science, or related field (required).
• Master’s degree (MBA, MS, or related discipline) is preferred.
• AI, cloud, analytics, or project management certifications are highly desirable.

Responsibilities

• Collaborate with clients to evaluate, design, pilot, and implement AI-driven finance transformation solutions.
• Support finance modernization initiatives, including automation, analytics, forecasting, planning, budgeting, and reporting enhancements.
• Conduct interviews, workshops, and discovery sessions with client stakeholders to gather business and operational requirements.
• Analyze financial and operational data to identify inefficiencies, process improvement opportunities, and AI use cases.
• Assist in developing business cases, implementation roadmaps, and transformation strategies.
• Support deployment and adoption of predictive and generative AI solutions within finance operations.
• Translate business requirements into functional specifications, implementation plans, and product backlogs.
• Collaborate with technical teams, developers, data analysts, and client stakeholders to ensure successful delivery solutions.
• Assist in preparing executive presentations, status reports, and client deliverables.
• Participate in proofs of concept, process automation initiatives, and digital transformation projects.
• Support project management activities, including timelines, documentation, risk tracking, and stakeholder communications.
• Ensure compliance with client standards, regulatory requirements, and data governance practices.
• Contribute to internal innovation initiatives, business development efforts, and proposal development activities.

Skills

Analytical skills

Consulting experience

AI in finance

Stakeholder management

Education

Bachelor's degree

Master's degree

Tools

ERP systems

EPM

Cloud platforms

Job description

San Juan, United States | Posted on 08/17/2026

The Finance AI Consultant will support clients in transforming finance operations through theimplementation and optimization of artificial intelligence, automation,analytics, and modern finance technologies. This role combines strategicadvisory, business transformation, and technology enablement to helporganizations modernize finance functions, improve operational efficiency, andenable data-driven decision-making.

The ideal candidate will possess strong analytical and consultingcapabilities, hands-on experience with AI-enabled finance solutions, and theability to collaborate with cross-functional stakeholders in dynamicenvironments.

Key Responsibilities:

• Collaborate with clients to evaluate, design, pilot, and implement AI-driven finance transformation solutions.
  
• Support finance modernization initiatives, including automation, analytics, forecasting, planning, budgeting, and reporting enhancements.
  
• Conduct interviews, workshops, and discovery sessions with client stakeholders to gather business and operational requirements.
  
• Analyze financial and operational data to identify inefficiencies, process improvement opportunities, and AI use cases.
  
• Assist in developing business cases, implementation roadmaps, and transformation strategies.
  
• Support deployment and adoption of predictive and generative AI solutions within finance operations.
  
• Translate business requirements into functional specifications, implementation plans, and product backlogs.
  
• Collaborate with technical teams, developers, data analysts, and client stakeholders to ensure successful delivery solutions.
  
• Assist in preparing executive presentations, status reports, and client deliverables.
  
• Participate in proofs of concept, process automation initiatives, and digital transformation projects.
  
• Support project management activities, including timelines, documentation, risk tracking, and stakeholder communications.
  
• Ensure compliance with client standards, regulatory requirements, and data governance practices.
  
• Contribute to internal innovation initiatives, business development efforts, and proposal development activities.
  

Requirements

Education:

• Bachelor’s degree in Finance, Accounting, Business Administration, Information Systems, Data Science, Computer Science, or related field (required).
  
• Master’s degree (MBA, MS, or related discipline) is preferred.
  
• AI, cloud, analytics, or project management certifications are highly desirable.
  

Experience:

• Minimum of 3 years of consulting experience within a professional services firm or corporate environment.
  
• Experience supporting finance transformation, automation, analytics, or AI-related initiatives.
  
• Exposure to generative AI technologies, automation platforms, and modern cloud environments is preferred.
  
• Experience working with ERP, EPM, reporting, or finance-related systems is highly desirable.
  
• Experience supporting client-facing projects, presentations, workshops, and stakeholder management activities.
  
• Experience participating in proofs of concept, process improvement initiatives, or digital transformation projects.
  
• Project management experience or certification is preferred.