Freelance AI / Automation Expert

Our client, a leading global investment firm is looking to engage a Deal Advisor to work closely on evaluating and implementing automation / AI opportunities for back-office processes.

Key Responsibilities :

Process Assessment & Analysis :

Review the target company’s services and back-office processes (invoicing, payroll, bookkeeping, banking reconciliation, expense processing, etc.)

Identify opportunities for automation or AI implementation

Cost-Benefit Evaluation :

Estimate potential benefits (time, cost, efficiency) from automation / AI

Prepare total cost projections including capex, opex, and team requirements

Roadmap & Implementation Planning :

Design a high-level IT / automation roadmap with phases and sequencing

Recommend the order of initiatives for maximum impact

Stakeholder Collaboration :

Work closely with leadership and internal teams to gather insights

Present findings, recommendations, and high-level plans clearly to stakeholders

Immediate Deal Support :

Be available to contribute actively during the current deal process

Support short-term project objectives and deliverables within tight timelines

Skills Required :

Strong understanding of process automation, AI, and ML applications .

Ability to analyze back-office processes and identify areas for efficiency improvement.

Financial acumen to estimate costs, ROI, and operational impact of automation projects.

Familiarity with corporate services / BPO processes (e.g., payroll, accounting, compliance).

Capability to develop high-level IT / automation roadmaps .

Experience with automation & RPA tools : UiPath, Automation Anywhere, Blue Prism, Microsoft Power Automate, WorkFusion

Knowledge of ERP / accounting automation applications : SAP, Oracle NetSuite, QuickBooks, Xero, Zoho, Tally