Head of Artificial Intelligence (Phoenix, Arizona, US)

Key Responsibilities:

Strategic AI Leadership and Development – Lead all AI initiatives for the holding company and support Portfolio Companies in a Shared Services model. Align to a culture of innovation and data-driven decision-making that aligns with our Purpose and Values. The role will focus on:

• Develop and implement a comprehensive AI strategy that aligns with the firm’s investment thesis, operational excellence objectives, and financial analysis needs.
• Define and oversee the firm’s AI capabilities and data governance framework to enhance its financial analysis and investment decision-making processes.
• Lead initiatives to differentiate Accrual Equity Partners through AI-driven insights, ensuring the firm’s technological advantages are leveraged effectively across all operational areas.

AI Architecture and Financial Innovation – Expertise in AI system design, machine learning model development, and financial data analytics will be critical to building lasting technological advantages and driving measurable business growth through enhanced investment decision-making and operational efficiencies.

• Design and implement AI systems that strengthen financial analysis, accounting processes, and investment due diligence procedures.
• Drive innovation by developing AI models for financial forecasting, risk assessment, market trend analysis, and accounting automation.
• Oversee the integration of AI tools with existing financial systems, ensuring seamless data flow and maintaining accounting integrity and compliance.

Portfolio Optimization and Operational Efficiency – Lead for the holding company and advise Portfolio Companies in a Shared Services model. The role will:

• Lead the development and implementation of AI solutions that optimize portfolio company operations, with particular focus on financial operations and accounting processes.
• Increase operational efficiencies across portfolio companies through AI-driven automation, predictive analytics, and intelligent process optimization.
• Measure and analyze AI implementation effectiveness, adjusting strategies as needed to maximize return on AI investments.

Lead Application Development – Provide leadership in the development of AI-powered applications that drive business value across the organization and portfolio companies. The role will:

• Lead the end-to-end development lifecycle of custom AI applications, from concept and design to deployment and continuous improvement.
• Establish development standards, best practices, and frameworks for AI application development that ensure quality, scalability, and maintainability.
• Oversee cross-functional development teams, manage project timelines, and ensure the successful delivery of high-impact AI applications.
• Collaborate with business stakeholders to translate business requirements into technical specifications for AI-powered applications.
• Implement agile methodologies to accelerate development cycles and ensure rapid deployment of AI solutions.

Investment Analysis and AI-Enhanced Due Diligence – Lead AI implementation for the holding company and advise Portfolio Companies in a Shared Services model. The role will:

• Collaborate closely with the investment team to create AI-powered analytics for target identification, valuation, and risk assessment.
• Develop tailored AI models to analyze financial statements, identify accounting anomalies, and provide deeper insights into potential investments.
• Lead the integration of AI tools into the due diligence process, enhancing the firm’s ability to identify value creation opportunities and potential risks.

AI Performance Metrics and Reporting – Lead for the holding company and advise Portfolio Companies in a Shared Services model. The role will:

• Oversee the measurement and reporting of AI performance, using key metrics and KPIs to assess the effectiveness of AI implementations and initiatives.
• Utilize data-driven insights to refine AI strategies and ensure a high ROI on technology investments.
• Provide regular updates to the executive team on AI performance, including model accuracy, efficiency gains, and financial impact.

AI Research and Competitive Analysis – Lead for the holding company and advise Portfolio Companies in a Shared Services model. The role will:

• Monitor emerging AI technologies, accounting industry automation trends, and competitive applications to inform strategic AI decisions.
• Conduct research on AI applications in financial, operational and investment analysis to better understand market opportunities and the competitive landscape.

Stakeholder Engagement and Teamwork – Collaborate with high-performing teams and vendors, fostering a culture of engagement, ownership, and performance across all levels of the organization through the Accrual Operating System. Actively participate in critical Annual and Quarterly Planning Sessions, the outcomes of which are then driven through Weekly Leadership and Departmental Meetings.

Right People, Right Seats – Ensure everyone on your team fits our company culture and gets, wants and has the capacity to fill the seat. Be constantly on the lookout for great people to add to our team – attract, screen, interview, and hire following our proven methodology.

Scorecard Ownership – Develop a company scorecard that is meaningful to the players playing the game. Share the score with the Team on a daily / weekly / monthly / quarterly basis and use the data to celebrate wins, highlight opportunities for improvement, and provide the necessary support.

Accountability – Ensure that you, and everyone on the team, can be counted on to play their part in the collective effort. Review departmental Paid Time Off, Sick Time, and Unpaid Time Off.

Personal & Professional Development – Continuously develop and proactively practice new skills, knowledge, and wisdom – every day is a school day.

Process & Change Management – Embrace input from the whole company when developing and continuously improving our core processes. Achieve an improvement in process efficiency through automation and AI-driven process re-engineering.

Ethics and Responsible AI – Build and maintain ethical AI frameworks that ensure all AI applications adhere to regulatory requirements and ethical standards, particularly in data handling and integrity.

Other responsibilities, as needed.

Key Deliverables and KPI’s – Expected Outcomes

AI Innovation and Implementation

• Investment Analysis Enhancement
• Accounting Process Automation
• Risk Modeling Accuracy
• Financial Forecasting Precision
• Application Development Excellence
• AI Model Performance
• System Integration Efficiency
• Data Quality Improvement

Portfolio Support

• AI Value Add
• Resource Optimization
• Technology Vendor Evaluation and Collaboration
• AI Implementation and Value Realization
• Custom Application Deployment
• Process Automation
• Accounting System Enhancement
• Success Measurement and Reporting

Operations Effectiveness

• Project Delivery
• Budget Management
• Stakeholder Satisfaction
• Application Development Efficiency
• Portfolio Company CEO Satisfaction
• ROI on AI Investments

Job Type: Full-time

Pay: Up to $500,000.00 per year

Schedule: 8 hour shift

Work Location: In person