Senior Associate, AI Automation Consultant

About Exbo Group

Exbo Group is a boutique financial advisory firm serving PE-backed lower-middle-market companies. We deliver transaction services (Quality of Earnings, tax diligence), fractional CFO advisory, controllership, and corporate finance solutions. Our clients are growth-stage companies backed by private equity sponsors who rely on us as an embedded, strategic partner across the deal lifecycle and beyond.

We are building an AI-first operational culture and are looking for someone who can lead that transformation from the inside out—starting with our own processes, then extending that expertise to our clients.

The Opportunity

This is a dual-phase role designed for someone who thrives at the intersection of business operations and AI-powered automation. In Year 1, you will embed within Exbo Group to audit, redesign, and automate internal workflows across every function of the firm. In Year 2 and beyond, you will transition to our Finance Transformation practice, where you will lead AI-enablement engagements for our portfolio of growth-stage companies.

Phase 1: Internal AI Automation (Year 1)

During your first year, you will serve as Exbo Group’s internal automation architect. You will conduct a comprehensive process audit across all departments, identify high-impact automation opportunities, and build, test, and deploy AI-driven workflows using modern no-code and low-code automation platforms.

Key responsibilities include:

• Conduct a full process audit across engagement management, client delivery, business development, finance, and operations to map current workflows and identify automation candidates
• Prioritize automation opportunities using an impact-vs-effort framework, focusing on time savings, error reduction, and scalability
• Design, build, and deploy automated workflows using Gumloop, n8n, Make (Integromat), Zapier, and complementary AI tools
• Integrate AI capabilities (LLMs, document parsing, data extraction) into business processes including client onboarding, QoE workpaper preparation, report generation, and CRM management
• Build AI agents and multi-step automations that connect across the firm’s tech stack (HubSpot, Google Workspace, Slack, QuickBooks, SharePoint)
• Create internal documentation, training materials, and playbooks so the team can maintain and extend automations independently
• Establish monitoring, error-handling, and governance protocols for all production automations
• Track and report ROI metrics including hours saved, error rates reduced, and process cycle times improved

Phase 2: Client-Facing AI Practice Development (Year 2 )

After proving the model internally, you will join Exbo Group’s Finance Transformation team to lead our AI practice and help growth-stage companies transform into AI-enabled firms.

Key responsibilities include:

• Lead AI readiness assessments for PE-backed portfolio companies, evaluating their operational maturity and automation potential
• Design and deliver AI transformation roadmaps for clients across finance, accounting, operations, and reporting functions
• Implement AI-powered workflows at client organizations, adapting the playbook developed during your internal phase
• Advise portfolio company CFOs and operators on AI tool selection, data infrastructure, and change management
• Develop reusable frameworks, templates, and methodologies that scale our AI advisory offering across multiple engagements
• Support business development by contributing to proposals, case studies, and thought leadership content
• Stay current with the rapidly evolving AI automation landscape and continuously evaluate emerging tools and platforms

Required Qualifications

• 3-5 years of professional experience in business process automation, operations consulting, AI implementation, or a related field
• Demonstrated proficiency with at least two of the following automation platforms: Gumloop, n8n, Make (Integromat), Zapier, or Power Automate
• Hands-on experience integrating AI/LLM capabilities (OpenAI, Anthropic Claude, Google Gemini) into business workflows
• Strong understanding of APIs, webhooks, data parsing (JSON, XML, CSV), and system integration concepts
• Experience with CRM platforms (HubSpot preferred) and standard business productivity tools (Google Workspace, Slack, Microsoft 365)
• Ability to translate non-technical business requirements into automated workflow designs
• Excellent communication skills with the ability to present technical concepts to finance and operations stakeholders
• Bachelor’s degree in business, information systems, computer science, or a related field

Preferred Qualifications

• Experience working in financial services, accounting, private equity, or management consulting
• Familiarity with financial processes such as Quality of Earnings, month-end close, budgeting and forecasting, or financial reporting
• Experience with AI agent frameworks, RAG architectures, or multi-agent orchestration
• Proficiency in Python or JavaScript for custom automation scripting and API integrations
• Experience with RPA tools (UiPath, Automation Anywhere) as a complement to AI-native automation platforms
• Track record of measuring and reporting automation ROI with quantifiable business outcomes
• Experience conducting process audits or Lean/Six Sigma process improvement initiatives
• Knowledge of data privacy, SOC 2, and compliance considerations for AI deployments in financial services

Technical Toolkit

The ideal candidate will bring familiarity with a range of tools across the AI automation ecosystem. We do not expect mastery of every platform, but breadth across these categories is essential:

AI Automation: Gumloop, n8n, Make (Integromat), Zapier

AI Models & APIs: OpenAI (GPT-4o), Anthropic Claude, Google Gemini, Perplexity

Agent Frameworks: LangChain, CrewAI, AutoGen, Gumloop Agents

CRM & Sales: HubSpot, Salesforce (exposure helpful)

Productivity: Google Workspace, Microsoft 365, Slack, Notion

Data & Analytics: Python, SQL, Google Sheets, Airtable, Looker/Tableau

Document AI: OCR tools, PDF parsing, document extraction APIs

RPA (Plus): UiPath, Automation Anywhere, Microsoft Power Automate

Dev & Deployment: Git, Docker (basic), REST APIs, webhooks

What Success Looks Like

At 90 Days

• Completed a full process audit across all Exbo Group departments with a prioritized automation backlog
• Deployed 2–3 production automations addressing the highest-impact opportunities identified
• Established baseline metrics for time savings and process efficiency

At 6 Months

• Automated 8–10 workflows across engagement management, BD, finance, and client delivery
• Reduced manual effort on recurring processes by 30% with documented ROI
• Trained team members to maintain and extend automations with internal playbooks

At 12 Months

• Delivered a fully automated internal operating model with governance and monitoring in place
• Packaged the internal automation playbook into a repeatable client-facing methodology
• Prepared to transition into the Finance Transformation practice with a portfolio of proven frameworks

Compensation & Benefits

This role is benchmarked against Big 4 technology consulting compensation for a Senior Consultant with 4 years of experience in the New York market.

• Base salary: $130,000 – $155,000 depending on experience and specialization
• Performance bonus: 15–25% of base, tied to automation ROI milestones and client engagement metrics (estimated total Year 1 compensation: $150,000 – $195,000)
• Signing bonus available for exceptional candidates
• Access to AI tools budget for platform subscriptions and experimentation
• Professional development stipend for certifications, courses, and conferences
• Hybrid work arrangement (New York City)
• Direct mentorship from firm leadership with a defined career progression path

How to Apply

Submit your resume along with a brief portfolio or case studies demonstrating automation projects you have designed and deployed. We are particularly interested in examples where you identified a manual business process, designed an automated solution, and measured the impact.

Exbo Group is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all team members.