Full-Time

AI Transformation Lead

Confirmed live in the last 24 hours

Fieldguide

Fieldguide

51-200 employees

AI platform for audit and advisory services

Consulting
Fintech
AI & Machine Learning

Senior

San Francisco, CA, USA

Category
Applied Machine Learning
Natural Language Processing (NLP)
AI & Machine Learning
Required Skills
Agile
Natural Language Processing (NLP)
Requirements
  • Deep understanding of AI technologies, including machine learning, natural language processing, and automation and at least 4+ years of experience with AI vertical SaaS solutions.
  • Proven experience in management consulting for enterprise AI transformation projects.
  • Strong analytical and problem-solving skills, with the ability to translate complex client requirements into practical AI solutions.
  • Excellent communication and interpersonal skills, with the ability to effectively collaborate with clients and internal teams.
  • Demonstrated ability to manage multiple projects simultaneously and drive them to successful completion.
  • Experience in developing and delivering training sessions or workshops is a plus.
  • Familiarity with Agile methodologies and project management tools is desirable.
  • Deep industry knowledge and at least 4+ years of experience in audit and advisory services at a public accounting firm is preferred.
  • Bachelor's degree in Computer Science, Engineering, Business, Accounting, or a related field. Master's degree preferred.
Responsibilities
  • Engage with clients to comprehend their existing workflows, challenges, and objectives. Cultivate a deep understanding of their audit processes and pain points.
  • Identify opportunities where Fieldguide’s AI capabilities can be implemented to enhance the quality, accuracy, and efficiency of audit workflows. Propose and demo AI solutions to address specific practitioner needs in support of CS expansion opportunities.
  • Collaborate with clients to review and fine-tune AI functionality, ensuring alignment with their requirements and expectations. Gather feedback and iterate on AI functionality as needed to enhance performance and usability.
  • Lead the coordination of training sessions for clients to familiarize them with AI actions and their functionalities. Oversee the seamless rollout of AI solutions within client organizations, ensuring smooth implementation and adoption.
  • Establish metrics and KPIs to measure the impact and effectiveness of AI solutions on client workflows. Monitor and analyze performance data to assess the success of AI implementations and identify areas for improvement.
  • Develop and document standardized processes and best practices for AI solution deployment and client engagement. Create a repository of reusable resources and methodologies that can be leveraged by future AI Solutions teams.
  • Develop and engineer AI-driven prompts aimed at streamlining practitioner workflows.

Fieldguide provides a platform that enhances the audit and advisory processes for businesses in the financial technology sector. Its main product, the AI Advisory & Audit Cloud, uses artificial intelligence to streamline tasks, saving time and improving client satisfaction. The platform is designed for large advisory and audit firms, supporting various regulatory frameworks like SOX and HIPAA, making it adaptable for different audit needs. Fieldguide differentiates itself from competitors by offering a subscription-based service that includes features like engagement management, workpaper management, automated request management, and collaborative report generation, all aimed at increasing efficiency and reducing communication overhead. The goal of Fieldguide is to help firms improve their operational effectiveness and profitability through advanced technology.

Company Stage

Series B

Total Funding

$45.9M

Headquarters

San Francisco, California

Founded

2020

Growth & Insights
Headcount

6 month growth

19%

1 year growth

58%

2 year growth

108%
Simplify Jobs

Simplify's Take

What believers are saying

  • Fieldguide's AI platform addresses the CPA talent shortage, increasing demand for its services.
  • The launch of Fieldguide Insights capitalizes on data-driven decision-making trends in CPA firms.
  • Strategic partnership with Allinial Global enhances market reach and credibility.

What critics are saying

  • Increased competition from other AI-driven audit platforms could erode market share.
  • Rapid AI technology development may lead to obsolescence if Fieldguide doesn't innovate.
  • Reliance on venture capital funding poses a risk if future rounds are unsuccessful.

What makes Fieldguide unique

  • Fieldguide offers the only end-to-end AI platform for audit and advisory services.
  • The platform supports multiple regulatory frameworks, enhancing its versatility for firms.
  • Fieldguide's AI Advisory & Audit Cloud improves efficiency and client satisfaction.

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