Analyst, Finance Transformation

White & Case•Tampa, FL

About The Position

The Analyst, Finance Transformation will assist with the rollout, testing, and adoption of AI-enabled tools and automated processes across the Finance function. This role will work with Finance, Innovation & AI, and Technology teams to help identify practical use cases, document requirements, support user testing, and gather feedback on new tools and process improvements. The position will also help maintain documentation, training materials, and guidance to support responsible use of AI and automation within Finance. The role requires a general understanding of the procedures for handling core finance processes, including but not limited to; accounting, accounts payable, cash applications, and billing. The successful candidate will also have experience with workflow or automation tools, as well as a strong interest in AI and emerging technologies. Strong critical thinking, problem-solving and communication skills are essential, along with the ability to work effectively with business users, technology teams, and management.

Requirements

General understanding of core finance and accounting processes
Able 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
Bachelor’s degree required
3 years of experience in finance operations, finance systems, accounting, business process improvement, or a 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

Nice To Haves

Experience working with Elite 3E or similar finance systems preferred
Law firm or professional services experience preferred

Responsibilities

Work with Finance, Innovation & AI, and Technology teams to 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