Role Description
Every savings number we bring to a client gets tested. Their procurement and finance teams will push on it, and it has to hold up. We need a finance professional who takes ownership of that: someone who checks the numbers and makes sure they’re accurate and defensible before they reach the client.
A lot of that checking is the same work every time, which makes it a great fit for automation. AI can now handle the data cleanup, classification and first-pass checks that used to eat up hours. We’re looking for someone with a solid finance background who enjoys building AI tools and always wants to find a faster, smarter way to do the work.
You’ll be part of the Procurement Excellence team, working with analysts and negotiators toward a shared savings target that everyone pitches in to hit. It’s an energetic group: people celebrate big wins and push hard to put more dollars on the board. If you like small, high-performing teams and making a real impact with Fortune 1000 clients, you’ll feel at home here.
Responsibilities
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Savings validation
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Review, validate and quantify the savings our team negotiates. The volume is high: you’ll review hundreds of unique outcomes in detail each year.
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Build AI-assisted first-pass checks that flag anomalies, so your judgement goes where it matters most.
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Work directly with vendors to resolve questions about their savings proposals.
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Work directly with clients to make sure negotiated savings are understood and implemented correctly, and track implementation with dashboards.
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Build: AI-enabled data workflows
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Design, build and maintain AI-assisted workflows that ingest, cleanse, normalize and classify large client spend data sets (>1 million lines) from P2P and ERP systems (e.g., SAP, Ariba, Coupa).
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Apply generative AI tools (e.g., Claude, ChatGPT, Microsoft Copilot) alongside Power Query, Power Automate and/or Python to automate supplier name normalization, spend categorization and data extraction from contracts, invoices and vendor proposals.
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Build reusable templates, prompts and playbooks so that every new client engagement is faster than the last.
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Spot repetitive manual work across the team and automate it.
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Build: Power BI reporting layer
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Own our Power BI reporting layer end to end – data models, Power Query transformations, DAX measures and dashboards.
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Build client-facing dashboards that track spend in scope, negotiation progress and savings negotiated vs. validated vs. implemented.
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Build internal dashboards that give the team real-time visibility into pipeline and progress against the team savings target.
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Maintain data quality, refresh schedules and governance so the numbers are always trusted.
Qualifications
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Minimum 8 years of experience structuring and analyzing large data sets using Excel (PivotTables, lookups, etc.), and very large data sets using Power BI, including hands-on data modeling, Power Query and DAX.
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Demonstrated experience building with AI – you have used generative AI tools to automate a data or analytical workflow, and can show us what you built.
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Working knowledge of at least one of SQL, Python or Power Automate (or a similar low-code tool), and the drive to keep learning new tools fast.
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Minimum 5 years of experience working in a client service setting (e.g., consulting, financial services).
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Minimum 3 years of experience working closely with the Procurement function (e.g., savings validation, spend data analysis).
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A builder mindset – when you see a repetitive task, your first question is “how do I make sure nobody does this manually again?”
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Sound judgement with AI – you know when to trust an output, when to verify it, and how to protect confidential client data.
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You must be driven and gritty – our pace of work can be very intense at times!
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You must be able to operate independently with limited oversight.
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Excellent written and verbal communication skills, including turning data into a clear story for senior stakeholders.
Nice to have
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Microsoft PL-300 (Power BI Data Analyst) certification, or experience with Microsoft Fabric / Azure.
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Experience building AI agents or multi-step automations.
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Exposure to spend analytics or spend cube tools.
Benefits
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Fully remote work – work from anywhere as long as you are available 9–5 ET - we do prioritize the Greater Toronto Area.
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Charitable donations – we donate a portion of the savings generated to a charity ($40K+ and counting).
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Matching program for retirement savings accounts.
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Excellent benefits package.
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Training stipend.