AI-Powered CFO Command Center

Posted 3 weeks ago

Worldwide

Summary

IMPORTANT: This is not a simple Power Automate workflow project. I am the CFO of a private-equity-backed company and am building an AI-enabled CFO Operating System inside Microsoft 365. The objective is to create a centralized command center that captures executive intelligence from Outlook, identifies risks and opportunities, tracks actions and decisions, consolidates executive reporting, and supports forecasting, cash flow management, and operational decision making. The ideal candidate has deep experience with Microsoft Power Platform architecture, Power Automate, SharePoint, Dataverse, Power BI, Microsoft Copilot, and AI-enabled workflows. I am looking for someone who can help architect the overall solution, not simply build individual automations. Current Environment Microsoft 365 Outlook Power Automate SharePoint Online Teams Power BI Microsoft Copilot AI Builder Potential future OpenAI integration Phase 1 Requirements Email Intelligence Engine Monitor CFO inbox. Analyze incoming emails using AI. Classify and prioritize emails based on: Revenue Order Entry EBITDA Cash Flow Working Capital Forecast Risks Customer Escalations Project Risks Legal / Compliance Audit Tax Board Requests Private Equity Requests Executive Requests Executive Briefings Generate automated executive briefings: 6:00 AM 10:00 AM 2:00 PM 6:00 PM Briefings should consolidate information across multiple emails and remove duplicate information. Action Tracking Automatically identify: Actions Owners Due Dates Dependencies Open Decisions Create a centralized action register. Executive Dashboard Build a Power BI or Power Platform dashboard showing: Revenue Risks Forecast Risks Cash Flow Risks Customer Escalations Open Decisions Action Register Strategic Initiatives Future Phases Meeting Intelligence Teams Transcript Processing Board Preparation Forecast Command Center Executive Decision Register Strategic Initiative Tracking AI Chief of Staff Functionality Required Experience Must have experience with: Power Automate SharePoint Online Dataverse Power BI Power Apps Microsoft Copilot AI Builder Microsoft 365 Integrations Workflow Automation Executive Reporting Solutions Please Include Examples of: Power Automate projects Executive dashboards AI automation solutions Microsoft 365 workflow solutions Your recommended architecture for this solution Estimated hours Estimated fixed-price cost Important I am looking for someone who can help architect the overall solution, not just build individual Power Automate flows. I would like recommendations on: Data architecture Action tracking AI integration Dashboard design Scalability Security Long-term maintainability AI-Powered CFO Command Center using Power Automate, Outlook, SharePoint, Power BI, and Copilot. The project involves integrating these tools to enhance financial management and decision-making processes. The ideal candidate will have experience in AI and financial management, with a strong understanding of automation and data analysis.

  • $1,350.00

    Fixed-price
  • Expert
    Experience Level
  • Remote Job
  • Ongoing project
    Project Type
Skills and Expertise
Mandatory skills
Office 365
English
Microsoft Power Automate
Activity on this job
  • Proposals:15 to 20
  • Last viewed by client:2 weeks ago
  • Interviewing:
    0
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since Jun 12, 2026
  • United States
    2:46 AM

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