AI & Automation Program Lead, Finance Transformation
$138,000–$207,000 year
On-siteSanta Clara, California, United States
Job Summary
Partner with cross-functional teams within the CAO organization and the wider CFO Org to reassess business processes and identify areas for automation and AI innovation. Collaborate with IT, data engineering, security, and infrastructure teams to ensure scalable, secure, and maintainable deployments. Document current and future states, build business cases for automation initiatives, and define roadmaps using tools like RPA, low-code solutions, and AI services. Design, prototype, and implement automation solutions to streamline processes, reduce manual work, and improve data accuracy while establishing governance and controls. Train and enable finance and business teams to adopt and sustain these solutions. Serve as both a strategic advisor and hands-on executor, configuring tools and integrating APIs as needed. Work from the Santa Clara, CA office in compliance with company policies.
Required Qualifications
- 7+ years of experience in business analysis, process improvement, or operations, preferably within finance, accounting, or shared services
- 2+ years of hands-on experience with automation, RPA, AI/ML, or workflow tools (e.g. Alteryx, Power Automate, UiPath, scripting)
- Strong ability to map processes, elicit requirements, and perform gap analyses to identify improvement opportunities
- Proven experience designing and implementing automation or AI solutions in a business environment
- Solid understanding of data integration, APIs, and databases (SQL, ETL)
- Excellent communication and stakeholder management skills with a mastery of being able to explain technical concepts to non-technical users
- Self-starter with the ability to lead end-to-end initiatives independently and deliver measurable results
- Experience working with enterprise systems (ERP, billing, financial, or accounting systems)
- Must be able to work from the Santa Clara, CA office
Desired Qualifications
- Experience with RPA platforms (UiPath, Automation Anywhere, Blue Prism, Power Automate)
- Familiarity with AI/ML frameworks or services (AWS SageMaker, Azure ML, Google Vertex, OpenAI APIs)
- Knowledge of governance, controls, and audit considerations for automated processes in finance
- Experience supporting change management and training for technology adoption
- Exposure to finance transformation or shared services environments
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