Treewalk

Solutions Engineer

• Lead billable client engagements focused on AI and automation, working directly with clients to identify inefficiencies, design solutions, and implement tools that improve their financial and operational workflows.
• Serve as the primary point of contact and project lead for client AI engagements — managing scope, timelines, deliverables, and client relationships throughout.
• Conduct discovery sessions and process assessments with clients to understand their systems, pain points, and goals before recommending solutions.
• Present findings, project plans, and progress updates to client stakeholders clearly and confidently, including executives and non-technical decision-makers.
• Own the full project lifecycle for AI implementations — from initial scoping and planning through execution, handoff, and post-implementation review.
• Build and maintain detailed project plans with clearly defined milestones, resource requirements, and timelines; proactively identify and communicate risks before they become issues.
• Manage and lead a team of staff supporting AI and automation engagements — setting clear expectations, allocating work effectively, and maintaining accountability across active projects.
• Coordinate internal team members, external vendors, and client stakeholders to keep projects on track and aligned.
• Manage competing priorities across multiple active engagements, making smart calls about sequencing, resourcing, and escalation.
• Maintain thorough project documentation throughout each engagement, ensuring a clear record of decisions, progress, and outcomes.
• Lead the evaluation, selection, and integration of AI tools that support both client engagements and the firm's internal operations, with a focus on automation, compliance, financial reporting, and client management.
• Manage relationships with AI vendors and technology partners, holding them accountable to performance and reliability standards.
• Ensure all solutions integrate effectively with existing systems, particularly QuickBooks and other core platforms used by clients and the firm.
• Stay current on emerging AI technology and proactively bring forward recommendations that could benefit clients or the business.
• Identify opportunities to streamline Treewalk's internal processes using AI — including data entry automation, reconciliation, and financial reporting workflows.
• Lead efforts to standardize how AI tools are adopted and used across the firm, ensuring consistent and measurable impact.
• Design and deliver training for both client teams and internal staff, ensuring effective adoption of every tool deployed.
• Coach and mentor junior staff on AI tools, project workflows, and client engagement best practices — helping build the team’s capability as the practice grows.
• Serve as the firm's primary internal resource for AI-related questions, troubleshooting, and ongoing support.
• Establish KPIs for each client engagement and internal initiative, and deliver regular performance reports to both clients and senior leadership.
• Continuously assess tools in use and recommend improvements or adjustments to enhance their impact.

AI Solutions Manager

Financial Planning and Analysis

• Serve as the senior point of contact for a portfolio of clients, managing expectations and communications independently
• Build trusted advisor relationships with client stakeholders at the CFO, VP, and Director level
• Lead client meetings, status updates, and executive presentations with confidence and clarity
• Proactively identify risks and opportunities within engagements and communicate them effectively
• Own end-to-end project timelines, workplans, and milestone tracking across concurrent engagements
• Manage and coordinate billable staff to ensure on-time, on-budget delivery
• Develop and maintain project status reports, dashboards, and deliverable trackers
• Drive accountability across cross-functional teams, removing blockers and keeping work moving
• Lead ERP implementations and system transitions end-to-end — defining scope, coordinating cross-functional workstreams, managing data migration and cutover planning, and ensuring finance teams are trained and operational on the new platform
• Manage post-merger and amalgamation engagements, including assessing and transitioning incumbent finance teams, harmonizing charts of accounts, policies, and reporting structures, and maintaining continuity through the integration period
• Oversee payroll transitions from scoping through go-live — coordinating between HR, finance, and payroll vendors, validating data integrity, and ensuring uninterrupted pay runs throughout the changeover
• Conduct finance team assessments — evaluating current organizational structure, roles, and capabilities, and delivering clear recommendations for right-sizing, redesign, or process improvement
• Lead audit readiness and finance clean-up engagements — remediating reconciliations, documenting processes, establishing internal controls, and bringing disorganized finance functions up to an auditable standard
• Review and QA all work produced by junior and intermediate staff before client delivery, maintaining a high standard of accuracy and professionalism across all engagement outputs
• Assess engagement requirements and resource files appropriately — matching the right staff level (junior, intermediate, senior) to each workstream based on complexity, budget, and client needs
• Monitor team capacity and utilization across active engagements, proactively flagging resourcing gaps or conflicts
• Provide direct coaching and mentorship to junior and intermediate staff, actively supporting their professional development and growth toward more senior responsibilities
• Conduct regular check-ins, provide timely feedback, and ensure staff have clear direction and the support they need to deliver quality work
• Contribute to internal knowledge-sharing, helping build team capability and a culture of continuous improvement
• Actively leverage AI tools to improve the efficiency and quality of deliverables — from financial analysis and reporting to project documentation and client communications
• Identify and implement process automation opportunities within client finance functions, reducing manual effort and improving accuracy and scalability
• Help spearhead Treewalk’s internal systems and process improvement initiatives, bringing an AI-first mindset to how we work

AI Solutions Manager

Senior Manager, Finance Advisory Services