Director, FP&A Digitization

What you'll do

Finance AI Strategy & Roadmap

• Define and execute the AI strategy for FP&A, converting generative BI, text-to-SQL, RAG, and document intelligence into real business impact.
• Identify the highest-value use cases and turn proof-of-concepts into scaled, production-ready tools.

Product Ownership for Finance Technology

• Own Finance’s AI & data products end-to-end—requirements, UX/UI, testing, release cadence, and roadmap.
• Build enterprise document intelligence platforms and semantic data services that enable Finance to operate with speed, automation, and confidence.

Modern Data Architecture for Finance

• Lead the design and governance of the semantic layer that allows LLMs and BI tools to safely interact with financial data.
• Ensure accuracy, lineage, and business-logic integrity across thousands of data objects.

Master Data Management & Quality

• Drive MDM strategy for critical Finance domains.
• Maintain high-accuracy data environments that underpin forecasting, product analytics, revenue modeling, and enterprise reporting.

Finance Systems Modernization

• Partner with FP&A leadership to modernize planning, reporting, and modeling systems.
• Lead platform migrations on behalf of FP&A (e.g., Costpoint → Oracle or Vena → Anaplan), streamline workflows, and drive adoption across large user communities.

Analytics & AI Program Leadership

• Run a cross-functional delivery engine across Finance, Accounting, IT, and PX and Rev Ops.
• Manage intake, prioritization, and execution for a portfolio of analytics and AI initiatives—balancing innovation with operational reliability.

Enterprise Data Governance

• Chair Finance’s Data Governance Council, establishing standards for quality, definitions, access, and usage.
• Create the trust framework that enables Finance to proactively manage systems and data changes without interrupting key data workflows and adopt AI safely at scale.

Team Leadership & Development

• Build and scale high-performing technical Finance teams—including data engineering, analytics, systems, and AI product contributors.
• Shape operating rhythm, delivery processes, and long-term capability development.

Required qualifications

• 12+ years in Finance technology, FP&A systems, data engineering, analytics, or AI—preferably in tech or high-growth environments.
• Strong experience building and deploying generative AI solutions, RAG pipelines, semantic layers, and data governance frameworks.
• Proven ability to translate Finance problems into technical architectures and production-grade products.
• Track record of leading cross-functional teams (10–20+ people) and overseeing multi-million-dollar portfolios.
• Comfortable operating as a hybrid Finance + Product + Data leader.
• Executive-level communication skills and experience presenting strategy to CFO-staff.
• Advanced SQL; working Python; hands-on familiarity with Snowflake, Databricks, ThoughtSpot, Tableau, Anaplan, SAP S/4, and modern data governance tools.
• Education: M.S. Information & Data Science

Core Expertise

• Finance AI Strategy & Deployment
• Generative BI & Text-to-SQL
• RAG Application Development
• Document Intelligence
• Semantic Data Modeling
• Financial Systems Transformation
• Master Data Management
• Data Governance & Lineage
• GenAI Product Ownership
• Executive Stakeholder Management

Platforms & Tools

• Databricks or Snowflake
• AI & LLMs: Snowflake Cortex Code, Claude Code, RAG Pipelines, Document Intelligence
• Data & Analytics: Snowflake, Databricks, ThoughtSpot, Tableau, Collibra
• Planning & Finance Systems: Anaplan, SAP S/4, Hyperion, SFDC
• Languages & Dev: SQL (Advanced), Python (Intermediate)
• Delivery & Operations: JIRA, ServiceNow, Tableau

How you work

• Think in systems—architecting scalable foundations rather than one-off tools.
• Strong track record of implementing scalable best practices.
• Communicate simply around complex concepts and build trust through transparency and data quality.
• Iterative: ship fast, learn fast, and refine with users.
• Enjoy solving ambiguous, cross-functional problems with a product mindset.
• Elevate Finance by making technology accessible, reliable, and impactful for every user.