Domain Expert | CFO Office: Finance Process Mapping

Overview

This role serves as the organization’s finance expert for AI agent decision-making in regulated enterprises. The work involves mapping how finance functions operate at large US-regulated organizations—including approvals, controls, exceptions, and close activities—and defining the rules that allow AI agents to operate within established controls.

Responsibilities

• Map core finance processes including:
  • Record-to-report
  • Procure-to-pay
  • Order-to-cash
  • Period close and consolidation
  • Treasury
  • Expense management
  • FP&A
• Document approval matrices and delegation-of-authority rules.
• Define segregation-of-duties constraints and internal controls (SOX / ICFR).
• Analyze finance policies, accounting manuals, and audit findings.
• Identify where documented policy differs from day-to-day practice.
• Define decision rules for tasks such as:
  • Invoice matching
  • Accrual and reconciliation thresholds
  • Spend approvals
  • Journal-entry validation
• Build test cases and golden-label datasets using documented evidence.
• Review agent behavior against test cases and golden-label datasets.
• Partner with CFOs, controllers, and internal audit to ratify and keep the rule set current.

Requirements

• 10+ years in finance leadership, controllership, finance transformation, internal audit, or a Big 4 finance advisory practice.
• Hands-on US GAAP and SOX 404 / ICFR (COSO) experience at a US-listed company, including Israeli companies listed in the US.
• Experience with ERP-driven finance operations (SAP, Oracle, NetSuite, or similar).
• Experience mapping and redesigning finance processes with credibility with senior finance stakeholders.
• Ability to translate policy and judgment into explicit conditions, thresholds, and exceptions.
• Fluent English, with clear written and verbal communication with CFOs, auditors, and engineers.

Preferred Qualifications

• Experience with finance automation, shared services, or an RPA / AI program in the finance function.
• CPA, CMA, CIA, or equivalent credentials.
• IFRS exposure.

Location

Remote (US), with regular overlap with the Tel Aviv team (US Eastern morning hours).