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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
a leading global investment firm
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