Finance Transformation Analyst: AI & Automation

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

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.