Agentic Process Consultant

Role overview Redesign finance and investment operations so AI agents can prepare repeatable work while people retain authority over decisions and approvals. You’ll map how teams work today, document processes and controls, and lead a staged transformation with a client product owner and an agent engineer. The role combines finance operations expertise, process consulting, delivery leadership, and hands-on use of generative AI.

Responsibilities - Map end-to-end workflows across areas such as tax planning, financial control, wealth planning, and investment management, documenting current practices with the people who perform them. - Design target processes that specify what an agent prepares, what a person decides, and where approvals and limits apply. - Write operating procedures, policies, decision rights, and reusable agent instructions for recurring tasks. - Manage discovery, pilots, backlogs, sprint reviews, and demos with the client product owner; coordinate implementation with technical partners. - Document prompt approaches and connector configurations, and bring process designs through architecture and client reviews. - Train teams, track adoption and practical outcomes, and hand process ownership to an internal lead.

Requirements - At least five years running or redesigning finance operations, such as close, consolidation, tax calendars, or investment operations, in a complex organization. - Deep expertise in at least one finance domain, preferably controlling or close, and working knowledge of related tax, wealth, and investment processes. - Experience mapping processes with operators, creating procedures and decision rights, and leading change through an agile, Lean, PMO, or similar approach. - Strong Spanish and English for facilitating workshops with senior finance and tax stakeholders. - Advanced everyday use of generative AI, including creating custom assistants or agents for reliable repeatable tasks. - Based in Latin America, able to overlap with a team starting around 7:00 a.m. UTC−5, and discreet with sensitive information.

Nice to have - Experience with agent projects, skills, or connectors; multi-entity close; wealth management, fiduciary services, cross-border tax, or investment committees. - Product ownership or delivery leadership, work-management administration, ERP and reporting tools, or finance, change, Lean Six Sigma, or agile credentials.

Benefits and work setup - Flexible hybrid, remote, or office-based work. The position requires permanent authorization to work in the country of residence; visa sponsorship is not available.