AI Transformation & Operations Lead

About the Role

We are seeking a AI Transformation & Operations Lead to drive process re-design, automation, and scaling of Artificial Intelligence across our Corporate Finance organization. This position sits at the intersection of Finance, Data, and Operations, acting as a hands-on partner to our global finance teams (including FP&A, Treasury, Accounting, and Finance Operations) to analyze current workflows, identify high-impact automation opportunities, and aggressively embed AI tools into our daily operations.

The core mission is to modernize and streamline our financial workflows for maximum speed, accuracy, and scalability. A primary focus will be establishing a reusable Finance Knowledge Infrastructure—capturing processes, decision logic, and data flows in a structured way that eliminates tribal knowledge and enables robust AI augmentation. The ideal candidate brings a blend of corporate finance acumen, strong project management skills, and a passion for AI-driven business transformation.

Responsibilities:

1. Finance AI & Automation Transformation

• Partner closely with FP&A, Treasury, Accounting, and Finance Operations teams to map end-to-end workflows, diagnose operational bottlenecks, and identify pain points.
• Translate complex financial challenges into scalable AI and data solutions, moving initiatives smoothly from concept to production.
• Ensure solutions are deeply embedded into day-to-day workflows, prioritizing comprehensive, end-to-end operational improvements over standalone tools.

2. Finance Knowledge Infrastructure & Process Engineering

• Build and maintain a structured finance knowledge library capturing process documentation, business rules, reporting definitions, and reusable analytical templates.
• Enable AI systems and human teams to access consistent, high-quality institutional knowledge, reducing reliance on fragmented documentation.
• Continuously recommend and roll out structural improvements to maximize efficiency, data quality, and compliance controls.

3. Opportunity Discovery, Prioritization & ROI Tracking

• Conduct structured "AI opportunity audits" across finance functions, maintaining a clear, evolving transformation roadmap.
• Evaluate and prioritize initiatives through an investment-led framework, quantifying impact across time savings, cost reduction, risk mitigation, and decision speed.
• Own the delivery of 5–10 high-value AI and automation initiatives annually, tracking and reporting realized value to executive leadership.

4. Cross-Functional Collaboration & Tech Alignment

• Be a part of a global team of AI specialists within the organization and partner closely with Engineering, Data Science, and IT teams to design, test, and deploy AI-driven workflows and technical toolings customized for finance.
• Evaluate and optimize the usage of the core technology stack, ensuring clear integration between standard enterprise software and next-gen productivity tools.
• Serve as a bridge between global teams (e.g., U.S. and international offices) to ensure seamless operational alignment across time zones and leadership priorities.

5. Enablement, Change Leadership & Evangelism

• Act as a champion for AI adoption across the finance department and guiding the finance team on where they can automate workflows and implement tooling
• Equip finance teams with the tools, playbooks, and training required to independently utilize AI-enabled tools, fostering a culture of continuous learning and experimentation.
• Provide high-quality presentations, executive dashboards, and clear cross-functional updates highlighting project progress, risks, and strategic opportunities.

Qualifications:

• Experience: 5+ years of experience in Corporate Finance, FP&A, Treasury, Accounting, Finance Operations, Business Operations, or Management Consulting.
• AI & Automation Track Record: Proven experience implementing AI tools, workflows, or software automation within a business context to drive tangible efficiency gains.
• Technical Fluency: Distinct experience designing or overseeing processes using:
• AI & Productivity Tools: (e.g., Claude, Gemini, ChatGPT, Cursor, or similar developer/LLM interfaces).
• Enterprise Infrastructure & Automation: CRM, ERP, and automation platforms (e.g., Salesforce, Workato, Jira, Gong, or financial systems equivalents).
• Database and Data Management Experience, specifically with Snowflake
• Cross-Functional Leadership: Strong experience partnering with technical teams (Engineering, IT, Data Science) as well as non-technical stakeholders. Ability to influence without authority and drive accountability across multiple functions and seniority levels.
• Finance Domain Expertise: Strong understanding of how corporate finance processes, reporting structures, and decision-making operate end-to-end.
• Communication Skills: Excellent written and verbal communicator able to translate complex data, technical operations, and financial analyses into clear, actionable reporting for senior leadership.
• Mindset: A global mindset with experience collaborating across international teams. High bias toward execution, structured program management, and data-driven problem-solving.
• Education: Bachelor’s degree in Finance, Economics, Business Operations, Information Systems, or a related field.