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Finance Systems & AI Lead

78k – 122kBethesda, MDVancouver, WAWaltham, MAHybrid4+ YOE
Summary

Own FP&A tech stack architecture and governance centered on Microsoft Fabric and internal AI platform. Design agentic workflows, build AI-integrated tools, and engineer data models and pipelines to automate finance operations.

About the role

Systems Ownership & Governance

  • Own the end-to-end architecture and governance of FP&A tech stack, including Microsoft Fabric and internal AI platform
  • Lead platform enhancements and infrastructure improvements with scalability and long-term maintainability
  • Partner with Finance, IT, engineering, and business stakeholders to ensure systems meet operational and strategic needs

AI & Agentic Workflow Development

  • Design and deploy autonomous workflows automating reporting, insight generation, forecasting, variance analysis
  • Build AI-integrated tools, agents, and apps embedded directly into Finance workflows
  • Establish evaluation frameworks, guardrails, and responsible AI practices for reliable, auditable, compliant outputs

Data Engineering & Modeling

  • Design and maintain star-schema data models in Microsoft Fabric; write SQL stored procedures for transformations, forecast calculations, and financial logic
  • Build and optimize data pipelines connecting to Snowflake or other source systems
  • Develop semantic models in Fabric/Power BI to support Finance and executive reporting

FP&A Enablement

  • Eliminate friction from recurring workflows so FP&A team can focus on insight
  • Enable the team to build dashboards, automation tools, agents, and applications
  • Work with FP&A and Corp Finance to understand process pain points and engineer durable solutions

Requirements

  • 4–6 years of experience blending finance systems, data engineering, and AI/ML with hands-on delivery
  • Proficiency in SQL and/or DAX; comfortable building dimensional data models, writing stored procedures & CTEs, and scripting automation
  • Hands-on experience with Microsoft Fabric, Snowflake, or equivalent cloud-native data platform
  • Experience building with LLMs in production, including prompt engineering, agentic frameworks, and evaluation/guardrail design
  • Daily AI user leveraging tools like Claude Code/Cowork, ChatGPT, or Cursor for coding, analysis, research, or documentation
  • Power BI semantic modeling and dashboard development experience
  • Strong communicator bridging finance and technical stakeholders
  • Hands-on experience with at least one FP&A/Enterprise Planning Management platform (Anaplan, Pigment, Workday Adaptive, Oracle EPM, or similar)
Skills
Microsoft FabricSQLDAXSnowflakePower BILLMsAgentic WorkflowsData ModelingData PipelinesAnaplan
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