Associate supporting corporate finance transactions and business development at Capstone Partners. Involves financial analysis, modeling, and client relationship management in investment banking.
About the role
- Join AI Ops & Strategy team at leading AI Time platform to embed AI into finance workflows. Drive capital efficiency while collaborating with finance and accounting leaders across multiple locations.
Responsibilities
- Partner with Finance, Accounting, and Ops leaders to understand workflows, pain points, and goals
- Build and deploy AI agents and automations using Claude Code, Clay, n8n, Replit, Lovable, Cursor, and Gumloop
- Design and implement automations and/or internal products for financial reporting, reconciliation, and internal tooling needs
- Own end-to-end rollout of AI initiatives including training, change management, and adoption tracking
- Create playbooks and knowledge-sharing resources to scale impact across finance functions
- Act as an internal coach, helping teams level up their comfort and fluency with AI tools
- Manage vendors, negotiate contracts, and ensure all tools meet our security and compliance standards
- Track and report ROI on implemented solutions including close time reduced, errors eliminated, and hours saved
Requirements
- 2-5 years in investment banking, management consulting, private equity, FP&A, or a similar role
- Hands-on experience with Claude Code, Clay, n8n, Replit, Lovable, Cursor, and Gumloop
- Strong working knowledge of AI tooling landscape including Claude, ChatGPT, and similar tools
- Strong working understanding of financial processes and excellent financial modeling skills
- Proven ability to work cross-functionally in fast-paced, high-ownership environments
- Comfortable prototyping with low-code and code-first platforms
- Sharp process thinker with a strong sense of "what good looks like" across finance functions
- Lifelong learner with a strong bias for action and experimentation
Benefits
- Competitive salary
- Equity
- Comprehensive health coverage
- 401(k)
- Wellness/commuter/FSA stipends
- Flexible PTO and sick days
- "Life happens" policy
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