Job Description
The AI Process Improvement and Deal Model Development Specialist owns the end-to-end evolution of non-traditional and complex deal models, with a specific mandate to embed AI, automation, and advanced analytics into deal modelling, management information (MI), and associated deal finance processes.
The role operates as the subject-matter authority for AI-enabled modelling innovation, linking financial modelling, MI reporting, automation, and process optimization. It ensures models remain accurate, scalable, auditable, and aligned to global standards, while materially improving the speed, quality, and insight of deal decision-making across Client Incentive Deals.
The role directly supports strategic objectives by improving deal profitability insights, strengthening governance, and reducing manual effort through intelligent automation.
Key Accountabilities
AI-Enabled Deal Model Development
- Own the continuous improvement and enhancement of non-traditional deal models, ensuring robustness, scalability, and alignment with global modelling standards.
- Act as the design authority for integrating AI and advanced analytics into model logic, assumptions, and outputs.
- Lead the development of next‑generation modelling capabilities, including scenario analysis, contract complexity handling, and model acceleration using AI tools.
AI Process Improvement & Automation
- Identify, design, and implement AI‑driven and automated solutions to remove manual or inefficient steps across modelling and MI workflows.
- Champion standardization and re‑usability frameworks ("in‑a‑box" or equivalent) that accelerate deal execution and reduce risk.
- Improve end‑to‑end process efficiency from deal structuring through to post‑deal performance tracking.
AI‑Driven Insights, Management Information (MI) & Data Governance
- Own and enhance the deal MI database, ensuring completeness, integrity, and traceability of contracted and signed deals.
- Expand MI coverage to support pre‑ and post‑contract performance tracking, using AI to derive insight and narrative from structured and unstructured data.
- Ensure MI outputs are decision‑ready for senior and executive stakeholders.
Quality, Risk & Assurance
- Ensure all models and AI‑enabled processes comply with the financial risk assurance framework and internal audit standards.
- Act as second line of defense for complex model queries, escalations, and assurance challenges.
- Maintain documentation, controls, and governance appropriate for advanced and AI‑assisted modelling environments.
Stakeholder Leadership & Enablement
- Partner closely with modelers, Account Executives, and commercial stakeholders to accelerate model enhancements and adoption.
- Serve as a trusted advisor on AI innovation in deal modelling and finance processes.
- Support adoption of new AI‑enabled processes through guidance, training, and best‑practice leadership.
This is a hybrid position. Expectation of days in the office will be confirmed by your Hiring Manager.
Qualifications
- A bachelor's in finance, business, economics, statistics, mathematics, or a related field is essential. A master's degree is beneficial.
- Working towards a relevant professional qualification such as a CFA is beneficial.
Key Technical & Analytical Skills
- Strong understanding of AI applications in finance, including automation, text summarization, data extraction, and analytics. Advanced skills in Claude, ChatGPT, CoPilot and other AI tools are essential.
- Excellent analytical abilities to comprehend and improve intricate and complex financial models and strategies. Present complex data and analysis in an easily digestible format by creating charts, graphs, and other visual aids to help communicate this information.
- Advanced proficiency in Excel, VBA, PowerPoint, and Power BI is essential. Proficiency in SQL, Python and other financial modelling tools and software is beneficial.
- Excellent communication skills with ability to support commercial and non‑technical users.
Knowledge & Experience
- Demonstrated experience applying enterprise AI tools (e.g. Microsoft Copilot and Generative AI solutions) to financial modelling, process improvement, MI reporting, and analysis of complex commercial agreements. Proven ability to embed AI‑enabled automation and insight generation within governed finance environments.
- Experience with advanced analytics, Power BI AI capabilities, low‑code automation tools, and emerging AI use cases in deal modelling or performance reporting.
- Significant experience in deal modelling, valuations, or commercial finance.
- Proven track record of process improvement and automation in a finance environment.
Visa is an EEO Employer
Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.
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