• Lead and support a wide range of automation projects focused on process optimization, intelligent automation, and scalable data solutions. • Design and implement rule-based and intelligent automation workflows using tools such as Alteryx, Python, and optionally Make or n8n. • Collaborate with finance and accounting teams to automate workflows such as journal entry creation, data transformation, and reporting. • Apply business rules and logic to automate manual Excel-based processes and deliver production-ready outputs (e.g., CSV, Excel, text files). • Contribute to the evolution of automation maturity from rules-based logic to intelligent automation and AI agent frameworks. • Support the development and deployment of AI/ML models for forecasting, classification, and decision support. • Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes. • Oversee project administration activities, including setup, planning, budgeting, account management, and billing. • Mentor team members through coaching, regular feedback, and performance reviews, while supporting project teams in resolving complex issues. • Build and nurture strong client relationships, serving as a trusted advisor who understands their business needs and identifies opportunities for new business. • Play an active role in attracting, interviewing, hiring, and retaining top talent.