Consultant, GBS, Operational Finance

About the Role

The Operational Finance Transformation team serves as a trusted advisor to clients, leveraging Deloitte's capabilities to deliver market-driven solutions. The mission is to help clients modernize end-to-end Finance functions, including Invoice to Pay, Invoice to Cash, and Record to Report. This role involves enhancing financial and operational performance, managing risks, driving organizational change, and positioning Finance as a strategic partner. Finance GBS organizations are central to AI-enabled decision-making, resilience, and growth. This role helps clients achieve this shift through modernizing operations using ERP enablement, intelligent automation, predictive analytics, generative AI, and agentic AI.

Key Responsibilities

• Support Finance transformation initiatives to improve end-to-end Finance operations, operating models, service delivery, and enabling technologies.
• Support project delivery by preparing meeting materials, tracking issues, risks, decisions, dependencies, and status.
• Analyze current-state Finance processes, operating models, and governance structures to identify improvement opportunities across Invoice to Pay, Invoice to Cash, and Record to Report.
• Assist in developing future-state process designs, business requirements, and implementation approaches incorporating ERP, workflow, automation, analytics, and artificial intelligence solutions.
• Support research and analysis of generative AI, agentic AI, intelligent automation, and predictive analytics use cases relevant to Finance Operations.
• Help document hybrid human-AI workflows, identifying where human judgment is required and where AI agents or automation can execute, monitor, and escalate work.
• Contribute to the evaluation of technology platforms and emerging solutions for scalable Finance Operations capabilities.
• Support the development of governance considerations for AI and automation in Finance Operations, including oversight, exception handling, and responsible adoption.
• Contribute to strategic planning, stakeholder engagement, and change management activities, including communications, training support, workforce adoption, and reskilling considerations.
• Collaborate with Deloitte teams, client stakeholders, and technology teams to support proposal development, project execution, and deliverables.
• Contribute to knowledge sharing and practice development of Deloitte's AI-enabled Operational Finance offerings.

Requirements & Tech Stack

• Ability to work independently and collaborate as part of a team.
• Effective written and verbal communication skills.
• Meticulous attention to detail and quality.
• Ability to build and sustain professional relationships.
• Ability to support projects or workstreams.
• Ability to manage and prioritize multiple tasks in a fast-paced environment.
• Strong interpersonal skills and professional demeanor.
• Ability to meet deadlines and provide clear guidance.
• Strong curiosity about emerging technologies and their practical application to Finance Operations.
• Ability to translate complex business, process, and technology concepts into clear, actionable insights.
• Willingness to learn and apply new AI-enabled tools, methods, and ways of working.
• Microsoft Excel and Microsoft PowerPoint for client-ready analyses and materials.
• Experience with one or more of the following: ERP platforms, Tableau, Power BI, ServiceNow, Salesforce, HighRadius, BlackLine, Basware, workflow tools, automation solutions, or artificial intelligence use cases in Finance Operations.
• Exposure to generative AI tools, intelligent automation, predictive analytics, or AI-enabled workflows.
• Ability to interpret data and communicate data-driven insights.
• Understanding of or exposure to process improvement and change management concepts.
• Ability to travel 50% on average.

Qualifications

• 2+ years of consulting or industry experience supporting Finance Operations, shared services, process improvement, or transformation initiatives, including Invoice to Pay, Invoice to Cash, and/or Record to Report.
• Bachelor's degree from an accredited university in Business, Finance, Accounting, Engineering, Information Systems, or a related discipline.
• Experience supporting the analysis, design, or implementation of business processes, operating models, or governance frameworks.
• Must be legally authorized to work in the United States without employer sponsorship.

Preferred Qualifications

• Experience supporting back-office functional optimization, shared services, or outsourcing programs across Invoice to Pay, Invoice to Cash, and/or Record to Report.
• Experience supporting change management activities, including communications, training, stakeholder engagement, or workforce adoption.
• Experience with Lean, Six Sigma, Prosci, ADKAR, or project management methods or certifications.
• Experience with robotic process automation, workflow platforms, or technology-enabled business transformation.
• Exposure to hybrid human-AI operating models, agentic AI platforms, orchestration tools, or AI governance and responsible AI concepts.
• Exposure to Finance Operations AI-maturity assessments, adoption strategies, or transformation roadmaps.
• Advanced degree in Business Administration, Finance, Accounting, Engineering, Information Systems, or a related field.