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Full-Time

AI Transformation Lead

Updated on 11/6/2024

Fieldguide

Fieldguide

51-200 employees

AI-powered platform for audit and advisory

Enterprise Software
Fintech
Financial Services

Mid, 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

$50.2M

Headquarters

San Francisco, California

Founded

2020

Growth & Insights
Headcount

6 month growth

11%

1 year growth

61%

2 year growth

85%
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Simplify's Take

What believers are saying

  • Fieldguide's recent $30M Series B funding will enable the company to expand its market reach and enhance its AI capabilities, positioning it for significant growth.
  • The launch of Fieldguide Insights and other advanced capabilities demonstrates the company's commitment to innovation and improving client relations.
  • Partnerships with major accounting associations like Allinial Global highlight Fieldguide's influence and potential for widespread adoption in the industry.

What critics are saying

  • The competitive landscape in the financial technology sector is intense, requiring Fieldguide to continuously innovate to maintain its edge.
  • Reliance on AI technology means that any shortcomings or failures in the AI system could significantly impact client trust and satisfaction.

What makes Fieldguide unique

  • Fieldguide leverages AI to streamline audit and advisory processes, offering a unique end-to-end platform that enhances efficiency and accuracy, unlike traditional methods.
  • The platform's ability to handle a wide range of regulatory frameworks, including SOX, HIPAA, and FFIEC, makes it versatile and highly adaptable for various audit and advisory engagements.
  • Fieldguide's subscription-based model ensures a steady revenue stream while providing continuous updates and improvements, setting it apart from competitors with less reliable revenue models.

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