Change Management Consultant – Financial Transformation

We are seeking a Finance AI Adoption & Transformation Consultant to support the Finance function in accelerating the adoption of Generative AI and delivering measurable improvements in productivity, efficiency and ways of working.
The successful candidate will bring a strong combination of Finance domain understanding, hands‑on AI capability, training and enablement skills, and practical change management experience
. They will work directly with Finance teams to understand their processes, identify high-value AI opportunities, demonstrate practical applications of tools such as Microsoft Copilot, ChatGPT/GPT and Claude, and help teams adopt new AI-enabled ways of working.
This is a hands‑on consulting role that combines use‑case identification, AI enablement, training, process improvement and change management. The ideal candidate will be comfortable moving between business discussions, practical AI demonstrations, user training and stakeholder engagement.

Cheshire, UK

Initially 8 weeks

Onsite

• Work directly with Finance teams to understand their activities, challenges and productivity opportunities.
• Identify practical opportunities where AI can improve Finance processes and user productivity.
• Demonstrate the application of Microsoft Copilot, ChatGPT/GPT, Claude and other relevant AI platforms to real Finance activities.
• Deliver practical training, workshops and coaching sessions for Finance users.
• Develop practical exercises, guides, prompt libraries and reusable AI resources.
• Coach users in applying AI effectively to their day‑to‑day responsibilities.
• Help teams move from initial AI experimentation to repeatable and sustainable usage.
• Build confidence and capability in the effective use of AI across Finance.

• Facilitate discussions and discovery workshops with Finance stakeholders to identify AI opportunities.
• Understand Finance processes and identify opportunities for productivity improvement, process redesign and AI enablement.
• Translate business challenges into practical AI use cases.
• Assess and prioritise use cases based on business value, feasibility, user impact and adoption potential.
• Develop practical roadmaps for high-priority Finance AI opportunities.
• Support Proof of Value initiatives and help demonstrate measurable business outcomes.
• Work with Digital, Data and Technology teams to ensure solutions remain aligned with genuine Finance requirements.

• Apply and demonstrate effective prompting techniques across Finance use cases.
• Develop reusable prompts and prompt frameworks for common Finance activities.
• Coach users on structuring context, instructions, data and expected outputs.
• Demonstrate iterative prompting, refinement and output validation.
• Help users apply AI to activities including analysis, research, summarisation, reporting, documentation, drafting and knowledge management.
• Assess the appropriate application of different AI tools based on the business requirement.
• Promote responsible, secure and effective use of enterprise AI.

• Understand current Finance processes and identify opportunities to improve efficiency, quality and user experience.
• Apply Finance domain knowledge to assess processes critically and identify where AI and process redesign can create value.
• Support transformation across areas such as:
  • Record-to-report and financial close
  • Reconciliations
  • Accounts payable and accounts receivable
  • Treasury and cash forecasting
  • Financial controls
  • Financial reporting and analysis
• Help define AI-enabled future ways of working.
• Support continuous improvement…