Job Description:
IPA Consulting is looking for a agentic process transformation consultant in Finance, who can think like an advisor, shape solutions like a product owner and collaborate with delivery like a hands-on business lead. The role is not limited to documenting processes or listing F&A AI ideas. It requires ownership of the journey from business problem to credible prototype, measurable value proposition and reusable offering across industry verticals.
Experience required
- Bachelor’s degree in finance / accounting /commerce or Degree / Diploma in Business Administration with specialization in Finance
- Must have 10 + years of hands-on consulting experience in Finance & Accounting function with exposure to General Accounting, Financial Reporting
- Must have good understanding and grasp of US GAAP and IFRS principals and standards pertaining to Financial Closing and Reporting for multinational corporations
- Experience in working on processes in functional areas such as Order to Cash (O2C), Procure to Pay (P2P), Record to Report (R2R) and Finance Planning & Analysis (FP&A)
- Experience in building AI Agents on F&A functional areas using Copilot Studio, Gemini Enterprise or AWS
- Experience of working on Finance Transformation & Improvement initiatives using BPMN tools as well as Intelligent automation
- Ability to understand the business process and create process flow diagrams using tools like Figma, Signavio, Visio with swim lanes and BPMN framework
- Experience in building Finance Target Operating Models, establishing a new process framework, building Finance process taxonomy for any Finance areas
- Ability to work in cross functional environments and effectively collaborate with key project members and stakeholders
- Experience in working on ERP platforms like SAP, Oracle, Microsoft Dynamics and Peoplesoft
- Proven ability to collaborate in cross-functional environments with Finance SMEs, product owners, architects, data teams, developers and change teams
- Excellent written and verbal communication skills, with the ability to flex messaging for stakeholders at all levels
Roles & Responsibilities:
- Lead and manage Process Discovery workshops with clients in Finance & Accounting areas to develop process baseline and identify opportunities for re-engineering, simplification and automation
- Identify where Agentic AI can augment judgment, coordinate multi-step work, manage exceptions, generate artifacts or recommend actions within Finance workflows
- Distinguish between opportunities best addressed through process change, analytics, rules-based automation, workflow, Generative AI or Agentic AI, avoiding technology-led use-case selection.
- Conduct ideations sessions with Finance SME to analyze process bottlenecks and develop and blueprint for future state process
- Create and develop process documentation such as process flows, process taxonomy, standard operating procedures etc.
- Collect and analyze Process Volumetrics to identify root causes and quantify potential impact of process automation/ transformation
- Build process transformation and recommendations that are aligned with business CFO goals and are focused on delivering key business objectives like cost savings, process efficiency, compliance etc.
- Convert selected use cases into actionable POC or prototype charters covering scope, personas, journeys, scenarios, functional requirements, assumptions, boundaries and acceptance criteria.
- Partner with architects, AI engineers, data engineers, developers, UX designers and automation teams to shape the solution and maintain alignment to the intended business outcome.
- Provide Finance domain guidance to delivery teams, including business rules, accounting context, exception scenarios, control expectations and realistic test cases
- Build reusable Finance and Agentic AI assets such as use-case catalogs, discovery questionnaires, reference workflows, personas, demo scripts, value frameworks and prototype templates
Travel: Ability to travel to client sites as needed
Cognizant will only consider applicants for this position who are legally authorized to work in the United States without requiring company sponsorship now or at any time in the future.
About Cognizant:
Cognizant (Nasdaq: CTSH) is an AI Builder and technology services provider, bridging the gap between AI investment and enterprise value by building full-stack AI solutions for our clients. Our deep industry, process and engineering expertise enables us to build an organization’s unique context into technology systems that amplify human potential, drive tangible outcomes and keep global enterprises ahead in a fast-changing world. See how at cognizant.ai or @cognizant.
Additional employment information
Compensation information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, subject to applicable law.
Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview.
Cognizant is an equal opportunity employer. Your application and candidacy will not be considered based on race, color, sex, religion, creed, sexual orientation, gender identity, national origin, disability, genetic information, pregnancy, veteran status or any other characteristic protected by federal, state or local laws.
