Business Transformation AI Enablement (Finance) - Analyst

Job Description Summary

Align business activities with the strategic agenda, provide insights on progress against objectives and deliver performance reports. Identify areas requiring transformation, develop comprehensive plans, and collaborate with stakeholders to implement change.

Job Description

Under general supervision, uses knowledge and skills obtained through education and experience to support AI enablement and process improvement across Finance. Assists Finance teams in identifying business needs/pain points, documenting processes, analyzing issues, and implementing practical improvements using approved AI, automation, productivity, and reporting tools. Guidance is provided to perform varied assignments and recommend solutions to moderately complex Finance process and adoption issues. Regular contact with internal customers is required to obtain and clarify information, support testing and training, and promote consistent use of improved processes and tools.

Essential Duties and Responsibilities

• Works with Finance users to identify business needs, process pain points, manual effort, data issues, and opportunities to improve accuracy, timeliness, consistency, or user experience.
• Analyzes processes and issues, identifies root causes and downstream reporting or control impacts, and recommends practical improvements with guidance.
• Assists with gathering business requirements and validating that proposed process, AI, automation, reporting, or documentation changes address the underlying Finance need.
• Uses approved AI, automation, productivity, reporting, and tracking tools to analyze information, test use cases, and support process improvements.
• Supports responsible AI adoption by documenting use cases, testing outputs, maintaining human-review expectations, gathering feedback, and preparing practical training or guidance.
• Prepares process documentation, analyses, job aids, presentations, and communications for Finance users and leaders.
• Gathers feedback and metrics to evaluate adoption and support continuous improvement.
• Collaborates with Finance, technology, risk, and other business partners as needed.
• Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities

• Fundamental accounting and business operations concepts.
• Process analysis, continuous improvement, data analysis, and reporting concepts.
• Approved AI, automation, and productivity tools, or the ability to learn specific applications and responsible-use practices.

Skill in

• Analyzing Finance processes, identifying pain points, and recommending practical improvements.
• Reviewing and organizing financial, operational, and process information.
• Documenting processes, requirements, procedures, and decisions.
• Using standard office, spreadsheet, presentation, collaboration, AI, automation, reporting, and tracking applications (Alteryx knowledge preferred).
• Preparing clear analyses, job aids, presentations, and communications.

Ability to

• Learn Finance processes and approved technology tools and apply them to specific assignments.
• Identify business needs, ask thoughtful questions, and recommend solutions to moderately complex process issues.
• Evaluate AI or automation outputs, recognize risks or gaps, and maintain appropriate human review.
• Communicate effectively, both orally and in writing, with all organizational levels.
• Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
• Collaborate effectively and provide a high level of customer service.

Educational/Previous Experience Requirements

• Bachelor’s degree in Accounting or Finance strongly preferred.
• Typically zero (0) to two (2) years’ experience.
• OR ~

• Any equivalent combination of experience, education and/or training approved by Human Resources.

Licenses/Certifications

• None Required.

Travel Required: No

Education

Work Experience

General Experience - 7 to 12 months

Certifications

Travel

Workstyle

Hybrid

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.