(Senior) Consultant - Business Consulting Finance - Data transformation and AI
📍 8005 Zurich
Role and responsibilities
Support the design and delivery of Finance Transformation projects for clients across different industries.
Analyze current-state finance processes, systems, reports, data flows and pain points.
Identify opportunities to improve efficiency, automation, controls, reporting quality and decision-making.
Translate CFO and Finance function challenges into practical digital, automation, analytics and AI-enabled use cases.
Work with client teams to define business requirements, process improvements, data requirements and solution concepts.
Develop dashboards, data models, automation workflows, analytical tools, prototypes and proof-of-concepts where required.
Use tools such as Power BI, Excel, SQL, Python, Power Automate, UiPath, VBA and GenAI solutions to support project delivery.
Contribute to project planning, workstream management, stakeholder discussions, documentation and client presentations.
Support proposal development, business case preparation and transformation roadmaps.
Contribute to building internal capabilities in AI, automation and data-driven finance transformation.
Team / description
EY Switzerland’s Business Consulting team focuses on the Finance, Data Transformation and AI space, supporting clients in reimagining and modernizing their Finance functions through the use of AI in business processes, automation, analytics and emerging technologies. The team works on transformation projects covering finance process improvement, agentic automation, reporting and analytics, digital finance tools, data management, AI-enabled use cases, performance management, and operating model redesign. EY teams work across assurance, consulting, tax, strategy and transactions, with a globally connected, multi-disciplinary network and diverse ecosystem partners, providing services in more than 150 countries and territories.
Qualifications and Skills
Experience with ETL tools, Python, Power BI, SQL and data management tools.
Good understanding of Finance data structures, reporting requirements and data quality considerations.
Fundamental understanding of Generative AI tools and their practical applications in business or finance contexts.
Ability to demonstrate how Agentic AI is being used, or can be used, in current or previous work to improve productivity, analysis, documentation, reporting or decision-making.
Exposure to Python / PySpark, AI/ML concepts, advanced analytics and data modelling.
Experience with automation tools such as VBA, UiPath and Microsoft Power Automate will be a strong advantage.
Advanced Excel and PowerPoint skills, with the ability to convert analysis into clear, professional client-ready outputs.
Ability to build or support prototypes, analytical models, dashboards or automation solutions to solve business problems.
Awareness of emerging technologies relevant to the Finance function, such as AI, machine learning, automation and cloud-based finance platforms.
Minimum 2-4 years of experience in finance transformation, consulting, advisory, analytics, automation, data, digital transformation or related roles.
Experience working on business projects where technology, data or automation played a central role.
Experience in delivery of finance transformation, automation or technology-enabled improvement projects.
Strong understanding of present CFO challenges, including cost pressure, faster reporting, better forecasting, process efficiency, data quality, governance and the need for real-time insights.
Experience working with Finance functions such as Record-to-Report, Procure-to-Pay, Order-to-Cash, FP&A;, budgeting and forecasting, management reporting, consolidation, statutory reporting or performance management.
Strong problem-solving, analytical thinking, communication and stakeholder management skills.
Academic background in Finance, Accounting, Business, Economics, Engineering, STEM, Data Analytics, Information Systems or a related field.
Professional qualification such as ACCA, ACA, CFA, CIMA or equivalent will be an advantage but not mandatory.
Additional certifications in Power BI, data analytics, automation, AI, cloud platforms, project management or finance transformation will be considered positively.