AI and Automation Manager
About The Position
As an AI and Automation Manager, you will play a pivotal role in integrating secure, documented, and reusable AI agents and automations into the existing audit methodology. This involves strategic partnership with the Chief Innovation Officer and the AI leadership team, managing phased rollouts and pilots with thorough quality management documentation. You will be responsible for embedding quality management considerations into the AI and automation strategy, ensuring all solutions adhere to professional standards (GAAS/GAGAS) and firm methodology, prioritizing quality while driving innovation. The role also entails operational excellence by serving as a primary contact for engagement teams, offering continuous support, documentation, and training. Furthermore, you will lead change management efforts by creating and maintaining diverse training materials, championing adoption among engagement teams, and developing training aligned with methodology updates.
Requirements
- A Bachelor’s degree in Accounting, Information Systems, or a related field.
- Professional experience across external audit, IT audit, and/or audit analytics within a public accounting firm or equivalent field, including a working knowledge of GAAS.
- Practical experience with Large Language Models (LLMs), Agents, Prompting, and AI governance/controls.
- Strong communication skills with the ability to translate technical concepts between engagement teams, QM/IT leadership, and firm senior leadership.
- Demonstrated project leadership, stakeholder management, and project management experience.
Nice To Haves
- Active CPA (or in progress), CISA, or AICPA CITP; other data/automation certifications (UiPath, Alteryx, Microsoft) are a plus.
- Insurance and/or nonprofit industry experience.
- Working knowledge of advanced multi-agent systems (e.g., Bedrock AgentCore, CrewAI, or other orchestration/harness infrastructure).
- Prior experience in quality management or inspection support.
Responsibilities
- Partner with the Chief Innovation Officer and the AI leadership team to incorporate secure, documented, and reusable AI agents and automations into existing audit methodology.
- Assist in managing phased rollouts and pilots with full QM documentation and approval.
- Embed quality management considerations into the AI and automation strategy consistent with the firm’s System of Quality Management (SQMS) requirements.
- Ensure all solutions align with professional standards (GAAS/GAGAS) and firm methodology to drive innovation with a commitment to quality at the forefront.
- Serve as a point of contact for engagement teams, providing ongoing support, documentation, and training.
- Lead the creation and maintenance of diverse training materials, including user guides, quick-start videos, and other job aids.
- Champion adoption with engagement teams and develop training aligned with methodology updates.
Benefits
- Eligibility for our annual Profit Sharing Program.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Number of Employees
101-250 employees
