Copilot Adoption SME – Workflow Enablement (Finance)

TD•Toronto, ON

4d•Hybrid

About The Position

The Copilot Activation team is seeking a Copilot Adoption SME to embed within Finance teams and redesign workflows using Copilot. This role is hands-on and focused on building Copilot-enabled workflows, prompts, and AI patterns directly within real business processes. The SME will work side-by-side with users to embed Copilot into day-to-day operations and drive sustainable behavior change through delivery.

Requirements

Undergraduate degree
3+ years in Finance, Accounting, or Operations
Experience in finance processes such as reconciliations, close, or reporting
Hands-on experience with Microsoft Copilot
Advanced Excel skills and familiarity with Power Platform
Strong understanding of workflow design and automation concepts
Strong analytical and problem-solving skills
Ability to work directly with business users
Curiosity and experimentation mindset with AI tools

Responsibilities

Design and deploy Copilot-enabled workflows across finance processes
Develop and maintain prompt libraries tied to real workflows
Build repeatable patterns and integrate with tools such as Excel, Teams, and Power Platform
Analyze current-state workflows and identify automation opportunities
Redesign processes end-to-end leveraging Copilot
Reduce manual effort, improve handoffs, and increase throughput
Work directly with users in live environments using real data
Support labs, clinics, and in-the-flow coaching
Build user confidence through hands-on delivery
Identify new Copilot use cases beyond initial scope
Prototype and test Copilot solutions
Document reusable assets and contribute to knowledge base