AI & Digital Tools Adoption Lead

AI & Digital Tools Adoption Lead

AI is reshaping professional services, and few organisations are moving as fast
as Findex. We’re hiring an AI & Digital Tools Adoption Lead to own how AI gets
used across our client-facing teams, at one of Australasia’s largest accounting,
advisory and wealth firms: 2,500 people, 100+ officer.

You’ll shape how Findex competes in an AI-enabled future, freeing our people
from execution-heavy work so they can focus on what really adds value for
clients.

This is a 12-month max term opportunity is available in Sydney or Melbourne.

The role

This isn't a training design role, and it's not a back-office IT function.
You'll be the go-to expert on ChatGPT, Claude, Microsoft Copilot and AskDex —
helping Audit, Tax, Advisory and Wealth teams turn AI potential into real client
outcomes.

You'll:

• Be the subject matter expert powering AI enablement across the business
• Build a library of proven use cases: audit automation, tax research, advisory
  insights, and more
• Lead our AI user community: Q&A, show-and-tell sessions
• Track adoption and impact, and report results to executive leadership
• Build AI agents and workflows that solve real business problems
• Keep everything aligned to governance, risk and responsible AI standards

What you'll bring

• Deep hands-on expertise with enterprise AI tools: prompt engineering, agent
  building, workflow automation
• A track record of driving AI adoption in a large organisation
• Confidence explaining technical concepts to non-technical stakeholders
• Strong influence skills - you can move people without direct authority
• Experience in professional services or a regulated industry (highly regarded)
• Change management certification, e.g. PROSCI (highly regarded)

Our Impact: Why Findex? 

At Findex, we help clients manage, grow, and protect their financial future with
confidence. Since 1987, we’ve become a leading Australasian provider of
integrated accounting, advisory, and wealth solutions, delivered through our
“Wealth Accountant” and Family Office models. With 2,500 professionals across
over 100 offices, we combine local expertise with global reach and remain
committed to supporting clients and communities in creating long-term financial
security.

For You - At Findex, we focus on developing our people first. With structured
training and development opportunities, we allow our people to grow their career
in a way that sets them up for success. We actively support our people by giving
them extra support to external studies that is relevant to their role.

For our Customers - Together, Findex champion the success of over 75,000
Australasian businesses, helping them grow with expert advice, fresh thinking,
and top-tier professional services. Here, you’re empowered to work in a way that
brings out your best — supporting your growth, your team, and the clients who
trust us to make a real difference

For Diversity & Inclusion - Findex is an equal opportunity employer. We value
diversity and are committed to creating an inclusive environment for all
employees and encourage applications from candidates with a variety of
strengths, backgrounds and experiences.

For the Community - The Findex Community Fund (FCF) is dedicated to giving back
to the communities we serve. Since 2018, we have donated over $4.3 million to
more than 800 charities across Australia and New Zealand. Collectively, our team
has dedicated over 9,000 volunteer hours, making a tangible impact in their
communities through personal engagement.