Meaningful experience in Finance Operations, Business Operations, Shared Services, Global Business Services, BPO or a comparable operational environment.
Strong understanding of administrative and transactional finance processes; experience across areas such as AP, AR, billing, collections, cash application, reconciliations and reporting is highly desirable.
Strong hands-on experience using Generative AI tools, particularly Microsoft Copilot and ChatGPT, in a business environment.
Demonstrated ability to identify practical AI use cases and translate technology into improvements in day-to-day work.
Strong training, facilitation, coaching, presentation and stakeholder-engagement capabilities.
Experience working with global and geographically distributed teams.
Excellent written and verbal English communication skills.
Ability and willingness to work flexible shifts when required to engage teams across global time zones.
Ability to work independently and effectively in a remote / work-from-home environment.
Preferred / Advantageous
Experience leading technology adoption, change management, process improvement or transformation initiatives.
Experience in a global shared-services, professional-services, insurance, financial-services or business-services organization.
Knowledge of Microsoft Copilot Studio, Power Automate or Power Platform.
Understanding of AI agents and workflow automation.
Key Responsibilities
1. AI Adoption & Practical Enablement
Lead practical adoption of Microsoft Copilot, ChatGPT and other approved Generative AI tools across global teams.
Help employees progress from basic AI usage to integrating AI into their normal day-to-day work.
Make Generative AI understandable and accessible to employees with different levels of technical proficiency.
2. Finance, Operations & Shared Services Use Cases
Work directly with business teams to identify and implement practical AI opportunities across activities such as:
Accounts Payable and invoice-related activities
Accounts Receivable, collections and cash application
Billing and invoicing
Reconciliations and data validation
Financial and operational reporting
Administrative and shared-services activities
Email drafting, summarization and communication management
Meeting preparation, notes and follow-up actions
Research, information synthesis and document review
Standard operating procedures, process documentation and knowledge management
Process analysis, root-cause analysis and continuous improvement
The individual must understand the underlying process and business objective before recommending an AI solution.
3. Use-Case Discovery & Scaling
Partner with teams to discover high-value AI opportunities and prioritize them based on practicality and business impact.
Convert business problems into practical Copilot, ChatGPT or AI-enabled approaches that employees can use themselves.
Build and maintain a reusable library of proven AI use cases, prompts, playbooks and examples.
Develop function-specific AI playbooks for Finance, Operations, Shared Services and other corporate functions.
Identify successful practices in one team or region and scale them across the global organization.
Partner with technology or automation teams when a use case requires a more advanced solution, workflow or agent.
4. Global Engagement & Facilitation
Work with employees and leaders across North America, Europe, Asia and other regions.
Operate flexibly across shifts and time zones to support a global workforce.
Build credibility with both operational employees and senior business leaders.
Adapt communication, examples and facilitation style for different cultures, functions and levels of AI maturity.
Create and support a global network of AI champions or power users who can reinforce adoption locally.
Communicate AI concepts in simple business language and inspire employees to experiment responsibly.
5. Change Management & Continuous Improvement
Drive behavioral change so that employees move from learning about AI to consistently using it to improve their work.
Identify barriers to adoption and develop practical interventions to address them.
Create communications, learning journeys and engagement activities that sustain adoption.
Capture and communicate success stories that demonstrate tangible business value.
Bring a continuous-improvement mindset and challenge traditional ways of working where AI can provide a better approach.
6. Measurement & Business Impact
Success will be measured by business outcomes, not simply the number of training sessions delivered. The role will establish and track measures such as:
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