Treewalk Accounting

AI Solutions Manager

Canada

Sponsorship not specifiedDetected 9 days ago

RESTLLMsProject ManagementFinancial AnalysisAccountingExcelQuickBooksProcess ImprovementLeadershipCommunicationPublic SpeakingFinancial Reporting

About the role

Treewalk is a full-service accounting firm serving a diverse client base across public companies, private enterprises, First Nations, and government entities. We combine deep technical expertise with a forward-thinking culture — and we're looking for someone to lead the next frontier in how our clients operate. We're building out a dedicated AI and
automation practice, helping clients modernize their financial and operational processes through smart, practical technology. This is a growing service line, and the AI Solutions Manager will be the driving force behind it. The Role This is a primarily client-facing role. You'll be embedded in client engagements, leading billable AI and automation projects

You'll report directly to senior leadership and collaborate closely with our accounting and client services teams.
Project Management 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.
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.
Manage relationships with AI vendors and technology partners, holding them accountable to performance and reliability standards.
Training & Adoption Design and deliver training for both client teams and internal staff, ensuring effective adoption of every tool deployed.
Serve as the firm's primary internal resource for AI-related questions, troubleshooting, and ongoing support.
Performance Monitoring & Reporting Establish KPIs for each client engagement and internal initiative, and deliver regular performance reports to both clients and senior leadership.

Degree in accounting, finance, business, computer science, math, or a related field.

Treewalk is a full-service accounting firm serving a diverse client base across public companies, private enterprises, First Nations, and government entities.
This is a growing service line, and the AI Solutions Manager will be the driving force behind it.
The Role This is a primarily client-facing role.
You'll be embedded in client engagements, leading billable AI and automation projects from scoping through delivery.
This role is ideal for someone who is as comfortable running a client meeting as they are digging into a workflow problem - and who knows how to bring a project in on time, on scope, and with results that stick.
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.

Advanced Excel skills and familiarity with REST APIs.
Familiarity with data privacy, security, and compliance considerations in professional services.
Professional proficiency in English.
Experience with QuickBooks or similar accounting platforms is a strong asset.
Experience with workflow automation tools such as n8n, Zapier, or Power Automate is a strong asset.
Familiarity with Intuit or Xero APIs is a strong asset.
PMP, CAPM, CPA, or equivalent certification relevant to project or professional practice is an asset but not required.

This listing is sourced directly from Treewalk Accounting's careers page and normalized into a canonical job model.