Finance Manager, FP&A & AI Transformation

Overview

This role is for a Finance Manager who understands FP&A deeply and is ready to transform finance operations through AI and automation. The organization is redesigning finance workflows to reduce manual processes, disconnected systems, repetitive reporting, and spreadsheet-heavy work—shifting operational execution toward AI agents so the finance team can focus on analysis, strategic decisions, and business outcomes.

The role reports with significant autonomy, working closely with the Head of Finance and company leadership to identify opportunities, build solutions, challenge existing processes, and drive meaningful change.

Responsibilities

Transform Finance Through AI & Automation

• Conduct a comprehensive gap analysis of the finance organization to identify manual workflows, inefficiencies, disconnected systems, and opportunities for agentic automation
• Design, build, test, and deploy AI agents and agentic workflows across FP&A, accounting, reporting, and broader finance operations
• Develop reusable agent skills, workflows, and integrations that enable finance systems to work together with minimal manual intervention
• Identify opportunities to eliminate repetitive work, reduce operational costs, improve accuracy, and accelerate execution
• Establish best practices for agent performance, human-in-the-loop controls, reliability, monitoring, and continuous improvement
• Optimize the economics of AI infrastructure, including token consumption, model selection, execution efficiency, and cost per workflow
• Partner with Finance leadership to build a roadmap toward an increasingly autonomous finance organization

Own Core FP&A & Management Reporting

• Own and continuously improve financial forecasting, budgeting, variance analysis, and key SaaS operating metrics
• Build scalable, automated management reporting across the business to provide leadership timely, accurate, actionable visibility into performance
• Develop and maintain reporting for ARR, revenue, retention, unit economics, departmental performance, and other critical business KPIs
• Support board and investor reporting, including financial models, ARR waterfalls, cohort analysis, and executive reporting
• Own commission calculations, tracking, and reconciliation, with an emphasis on automating the end-to-end process
• Translate financial and operational data into clear insights that support better decision-making
• Move reporting away from manual preparation toward automated, reliable, and increasingly real-time insights

Connect Systems, Data & Workflows

• Work across the finance technology stack, including Rillet, Runway, Airbase, Salesforce, Rippling, and other operational platforms
• Identify gaps in how data moves between systems and develop solutions that improve data integrity, accessibility, and reporting
• Build and improve integrations, automated reconciliations, and cross-functional workflows
• Help establish a trusted financial data foundation that supports both traditional reporting and AI-driven decision-making
• Continuously evaluate new AI tools, platforms, and approaches that can improve Finance efficiency and effectiveness

Be a Hands-On Finance Operator

• Solve problems end-to-end, including building financial models, investigating reconciliation issues, developing AI agents, and redesigning workflows
• Partner closely with Accounting, Sales, Customer Success, People Operations, and other teams to improve financial processes
• Challenge existing ways of working and proactively identify opportunities to do things faster, better, and more efficiently
• Own projects from problem identification through implementation, measurement, and ongoing optimization

Requirements

Must Have

• Strong foundation in FP&A, corporate finance, or finance operations, ideally within a SaaS or high-growth technology company
• Demonstrable, hands-on experience building and deploying AI agents, agentic workflows, or LLM-powered automation in a real business environment
• Recent experience actively using AI to automate meaningful portions of your own work or your team’s workflows
• Strong financial modeling skills and a solid understanding of SaaS metrics, financial reporting, and management reporting
• Technical fluency and comfort working with APIs, integrations, structured data, automation platforms, and AI development tools
• Track record of identifying inefficient processes and implementing solutions that deliver measurable improvements
• Strong analytical and problem-solving skills, with the ability to work independently and move quickly
• Builder’s mindset: curious, resourceful, comfortable experimenting, and willing to get into the details

Nice to Have

• Experience with agent-building frameworks, workflow orchestration platforms, or AI development environments
• Experience with Python, SQL, or similar tools for data manipulation, automation, and systems integration
• Familiarity with modern finance platforms such as Rillet, Runway, Airbase, Ramp, and Rippling
• Experience building automated financial reporting, reconciliations, commission workflows, or forecasting processes
• Experience implementing AI governance, evaluation frameworks, human-in-the-loop controls, and monitoring
• Experience working at an early-stage or growth-stage company where you helped build processes from scratch

Success Metrics

First 30 Days

• Develop a deep understanding of finance processes, systems, reporting, and existing AI initiatives
• Complete an initial gap analysis and identify the highest-impact opportunities for automation
• Begin delivering tangible improvements to existing finance workflows

First 90 Days

• Deploy multiple production-ready agentic workflows that meaningfully reduce manual finance work
• Establish a prioritized roadmap for broader finance transformation
• Improve the accuracy, speed, and accessibility of management reporting
• Demonstrate measurable gains in efficiency, automation, and operating costs

First 6 Months

• Help establish a finance organization where agents handle a meaningful share of recurring operational activities
• Build a scalable library of reusable finance agent skills and automated workflows
• Deliver a materially improved management reporting environment
• Demonstrate measurable reductions in manual effort, reporting cycle times, and AI execution costs

Compensation & Benefits

Benefits offered in the United States include:

• Competitive health plans
• Retirement plan

Additional global perks include:

• Flexible vacation policy
• Paid holidays
• Monthly lunch stipends
• Annual allowances for ongoing education related to your profession and career advancement
• Home office, cell phone, and wellness reimbursements

Benefit offerings vary by country for this global employer.

Location

• Global organization with the ability to do best work from wherever you choose
• In-person meetings are held with your team, and the organization meets annually to build relationships and focus on future work