Executive Financial Solutions

AI & Business Process Automation Consultant

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: TYPE OF WORK

Part Time

: SALARY

PHP 528 per hour

: HOURS PER WEEK

15

: DATE UPDATED

Jul 11, 2026

JOB OVERVIEW

AI & Business Process Automation Consultant (Accounting Firm)

About Us

Executive Financial Solutions (EFS) is a growing accounting and advisory firm based in The Bahamas. We provide bookkeeping, payroll, financial reporting, compilation engagements, audits, advisory, and business consulting services to small and medium-sized businesses.

We are seeking an AI & Business Process Automation Consultant to work directly with the firm’s Managing Principal on a 3–6 month implementation project. The objective is to redesign how our firm operates by leveraging AI and automation to improve efficiency, consistency, scalability, and the overall client experience.

This is not a role for someone who simply knows how to use AI tools. We are looking for someone who can evaluate our current operations, identify inefficiencies, redesign workflows, implement practical AI solutions, and help establish AI as a core part of how our firm operates.

Project Objectives

The successful consultant will:

* Review and document our current business processes.
* Identify repetitive and time-consuming tasks that can be improved through AI or automation.
* Design an AI operating model tailored specifically for our accounting firm.
* Implement practical AI workflows that improve both internal operations and client service delivery.
* Recommend integrations between our existing software and AI tools where appropriate.
* Develop standardized AI workflows that our entire team can use consistently.
* Train our team on the effective and responsible use of AI.
* Create documentation and SOPs for all implemented workflows.

AI Governance & Risk Management

Because we work with confidential client information, a key responsibility of this engagement will be developing an AI Governance Framework for our firm.

This includes:

* Developing firm-wide AI usage policies.
* Defining what information may and may not be entered into AI tools.
* Establishing procedures for protecting confidential and sensitive client information.
* Creating AI quality control and review procedures.
* Providing guidance on ethical AI use within an accounting firm.
* Developing staff guidelines, training materials, and best practices for responsible AI adoption.

Scope of Work

Potential projects include:

* Reviewing our bookkeeping workflow from client onboarding through financial reporting.
* Improving month-end close procedures.
* Developing AI-assisted bookkeeping review processes.
* Designing AI workflows for audit planning, analytical procedures, documentation support, and file reviews.
* Improving proposal preparation, engagement letters, and client communications.
* Building an internal AI knowledge base for firm procedures and technical accounting research.
* Identifying opportunities to automate repetitive administrative tasks.
* Recommending practical technology integrations before introducing new software.

Current Technology

Experience with some or all of the following is preferred:

* Claude AI
* Google Workspace
* QuickBooks Online (QBO)
* Excel
* Zapier and/or Make
* API integrations
* Workflow automation platforms
* Prompt engineering
* Document management systems

Ideal Candidate

The ideal consultant:

* Thinks like a business process consultant, not just an AI user.
* Has experience improving operational efficiency through AI and automation.
* Can independently evaluate workflows and recommend practical improvements.
* Understands systems integration and workflow design.
* Is comfortable implementing solutions, not just making recommendations.
* Can explain technical concepts in clear business language.
* Has excellent written and verbal English communication skills.
* Is proactive, organized, and able to manage projects independently.

Experience working with accounting firms, bookkeeping firms, or other professional service businesses is highly desirable but not mandatory.

Deliverables

By the end of the engagement, we expect to have:

* Documented maps of our core business processes.
* A customized AI strategy for the firm.
* Implemented AI workflows for selected operational areas.
* An AI Governance Framework, including policies and procedures for the responsible use of AI.
* Standard operating procedures for all implemented workflows.
* Team training materials and knowledge transfer sessions.
* A prioritized roadmap for future automation and technology investments.

Engagement Details

* Remote position.
* Part-time (approximately 15–20 hours per week).
* Estimated project duration: 3–6 months.
* Compensation: PHP 528 per hour.
* Potential for ongoing work based on performance.

To Apply

Please include:

1. A summary of your experience implementing AI and automation in businesses.
2. Examples of workflow improvement or automation projects you have completed.
3. The AI and automation tools you have worked with.
4. Your proposed approach to evaluating and improving an accounting firm’s operations.
5. Why you believe you are a good fit for this project.
6. Your availability and preferred working hours.

We are looking for someone who enjoys solving operational challenges, improving efficiency, and building scalable systems. Our goal is to create a modern, AI-enabled accounting firm where technology enhances—not replaces—professional judgment and exceptional client service.

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Executive Financial Solutions

AI & Business Process Automation Consultant

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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