Senior Manager, Finance AI Transformation
$192,000–$307,000 year
On-siteSanta Clara, California, United States
Job Summary
Lead FP&A and Treasury teams to identify high-value AI and automation use cases, redesign underlying processes, and run focused pilots to prove impact before scaling. Partner with Finance, DnA, IT, Security, and Legal to define responsible AI standards, governance, and controls for planning, forecasting, and treasury operations. Build trusted finance data products, driver-based models, and AI-enabled capabilities that reduce manual effort and improve executive decision-making. Establish the operating cadence for transformation delivery, manage adoption through UAT and training, and track value realization across forecast accuracy, cycle time, and stakeholder satisfaction. Work primarily in an in-office environment at the Santa Clara, CA office.
Required Qualifications
- 8+ years of experience in FP&A, treasury, financial planning, finance transformation, consulting, business systems, data / analytics, or related roles
- Strong understanding of core FP&A and Treasury processes, data structures, and workflows — including annual operating planning, driver-based forecasting, variance analysis, management reporting, cash forecasting, liquidity management, bank connectivity, working capital, and debt / investment management
- Demonstrated experience evaluating, piloting, or deploying one or more AI-enabled capabilities, such as GenAI, agentic AI workflows, AI / ML, predictive modeling, intelligent automation, analytics, or workflow solutions in FP&A, Treasury, or an enterprise-adjacent function
- Personal, hands-on exposure to experimenting with and championing emerging AI technologies — GenAI tools, intelligent automation, and building workable prototypes yourself (including “vibe coding”) — staying current and bringing new capabilities to the team early
- Experience with the platforms that run planning, forecasting, and treasury operations — EPM / planning tools (e.g., Anaplan, Workday Adaptive Planning, OneStream, Hyperion, SAP SAC), treasury management systems (e.g., Kyriba, GTreasury, SAP Treasury, FIS), ERP, cloud data platforms, and BI — with the ability to define requirements for finance data products, semantic layers, dashboards, and AI-enabled solutions
- Strong judgment around responsible AI, data governance, access controls, auditability, model risk, privacy, bias mitigation, SOX considerations, counterparty and cash-control risk, and human-in-the-loop review for financially material workflows
- Experience leading cross-functional transformation through influence — aligning business owners, technical teams, control partners, and executives around a practical roadmap and measurable outcomes — while managing multiple complex initiatives under tight timelines
- Ability to translate complex processes, data, and technology work into crisp executive updates, business cases, tradeoff discussions, launch plans, and adoption metrics
- Santa Clara, CA office location
Desired Qualifications
- Experience with the platforms that run planning, forecasting, and treasury operations — EPM / planning tools (e.g., Anaplan, Workday Adaptive Planning, OneStream, Hyperion, SAP SAC), treasury management systems (e.g., Kyriba, GTreasury, SAP Treasury, FIS), ERP, cloud data platforms, and BI — with the ability to define requirements for finance data products, semantic layers, dashboards, and AI-enabled solutions
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