Assess the client's current AI maturity, tooling, and workflow gaps across priority business functions
Develop or refine an AI operationalization roadmap with clear milestones, owners, and success metrics
Define AI governance frameworks including data access policies, model oversight protocols, and risk management standards
Identify and prioritize high-ROI AI use cases within finance, accounting, operations, and client service delivery
Partner with technology vendors and internal IT to evaluate, select, and configure AI tools appropriate to the client's scale and infrastructure
Translate AI strategy into role-level workflow changes and lead cross-functional working sessions to design new operating procedures
Build internal AI capability by advising on hiring profiles, team structures, and upskilling programs
Establish dashboards and reporting cadences to track AI initiative performance against business outcomes
Serve as a thought partner and strategic advisor to senior leadership throughout the engagement

10+ years of experience in strategy, operations, or management consulting with at least 3 years focused on AI or advanced analytics implementation
Demonstrated ability to operationalize AI strategies within finance, accounting, or professional services environments
Experience building or advising on AI governance structures and responsible AI policies
Strong command of the AI and automation tool landscape relevant to mid-market organizations (workflow automation, GenAI productivity tools, data analytics platforms)
Ability to work at both the strategic and operational level, translating executive vision into actionable execution plans
Excellent communication and facilitation skills with experience driving alignment across executive teams and functional leaders