# Finance Systems & AI Lead

**Company:** [ZoomInfo](https://hotfix.jobs/companies/zoominfo)
**Location:** Bethesda, MD, Vancouver, WA, Waltham, MA
**Role:** Finance & Accounting
**Salary:** $126k – $199k/yr
**Experience:** 6+ years
**Skills:** Financial Modeling, Excel, BI Tools, Data Automation, Saas Economics, Headcount Planning, Variance Analysis, Scenario Modeling, Budgeting, Forecasting
**Posted:** 2026-06-25

> Own financial partnership for R&D, Product, Engineering, ZTS, and G&A functions. Build dynamic models, lead business reviews, and deliver strategic insights to technical and executive leaders.

## Job Description

## FP&A Business Partnership — R&D, Product, Engineering, Zoominfo Talent Solutions (ZTS), and G&A

- Serve as the dedicated finance partner to R&D, Product, Engineering, ZTS, and G&A leadership; owning the full forecast cycle, including AOP/Monthly/Quarterly planning, as well as bottoms-up budget builds, headcount planning, ELT-ready scenario modeling, and investment analysis
- Build and maintain dynamic models covering headcount, OpEx, and unit economics across all assigned functions
- Lead monthly and quarterly business reviews with sharp variance analysis and a clear point of view
- Proactively surface risks, opportunities, and the financial implications of strategic choices before they become surprises
- Partner cross-functionally with Accounting, Sales Finance, and other business units to connect operational drivers to financial outcomes

## Corporate FP&A Support

- Contribute to core FP&A processes including monthly flux and variance analysis, Board narrative support, and ELT forecast reporting
- Support the Director of FP&A in maintaining and improving corporate financial systems, rollforwards, and planning infrastructure
- Build systems and processes — including agentic workflows and AI-assisted tools — to automate recurring workstreams: variance reporting, commentary, and scenario planning

## What You Bring

**Technical.** Strong financial modeling skills. You build models others can use, stress-test them, and know when simplicity beats sophistication. Excel mastery is non-negotiable; experience with BI tools, data automation, or coding is a meaningful differentiator.

**Business fluency.** You understand SaaS and consumption-based economics and can connect R&D investment decisions to product and revenue outcomes.

**Executive presence.** You are comfortable and crisp presenting to senior functional leaders. You can distill a complex financial story into simple concepts and hold your ground with data.

**High EQ.** Business partners describe you as someone who makes them better. You ask the questions they didn't think to ask, follow through, and never make people feel managed.

**AI fluency.** You're genuinely curious about how AI is changing finance work — and you've already started using it.

## Qualifications

- 6+ years in FP&A or strategic finance, with meaningful time supporting R&D, Engineering, or G&A functions
- Background in high-growth SaaS or technology; experience with consumption or usage-based model transitions is a strong differentiator
- Demonstrated experience partnering with technical leaders (CTO, VP Engineering, or equivalent)
- Bachelor's in Finance, Accounting, or Economics; MBA or CPA a plus, not a requirement

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