North America Gtm Finance Ai & Automation Lead

* United States of America - North Carolina - Morrisville
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Description and RequirementsKey Responsibilities:
Finance AI & Automation
Identify and prioritize high-value automation opportunities across planning, forecasting, reporting, close, reconciliations, data preparation, and routine analysis
Inventory legacy Excel workbooks, linked files, macros, reports, and recurring workflows and redesign them with fit-for-purpose tools
Build and implement practical finance solutions using Microsoft Copilot, Power BI, Power Query, Power Automate, AI agents, prompts, and other approved low-code or analytics tools
Design reusable prompts, agent instructions, workflows, templates, and quality checks that help Finance complete routine work faster and more consistently
Translate existing finance logic and business rules into clear functional requirements, data models, dashboards, automated workflows, and controlled AI-assisted processes
Prototype quickly with finance users, validate outputs against trusted sources, and move successful pilots into supported, documented production workflows
Measure value through time saved, cycle-time reduction, error reduction, adoption, control effectiveness, and improved decision support
Strategic Financial Partnership
Serve as a trusted finance partner to business, Sales, and Operations leaders, translating financial and operational data into clear recommendations
Evaluate growth opportunities, business risks, resource trade-offs, and performance drivers through rigorous financial analysis
Communicate complex financial, operational, and reporting insights to both technical and non-technical stakeholders
IT Partnership, Governance & Adoption
Act as the translator between Finance and IT: turn finance pain points into clear technical requirements and explain technical options, trade-offs, and risks in practical finance terms
Partner with Finance Systems, IT, data engineering, security, risk, and system owners on architecture, source-data access, permissions, deployment, support, and governance
Gather user feedback, resolve defects, and continuously improve solutions after launch
Qualifications:
Bachelor’s degree in Finance, Accounting, Economics, Business, Information Systems, or a related field
5+ years of experience in technology, manufacturing, consulting, or another complex global organization
Strong grounding in core FP&A work, including financial modeling, planning, forecasting, variance analysis, management reporting, and business partnership
Demonstrated past experience delivering AI, automation, analytics, or digital-transformation solutions for Finance — from problem definition through implementation and user adoption
Hands-on experience with Microsoft Copilot and Power BI, plus practical experience with prompts, workflow automation, or AI agents in a business setting
Ability to document finance requirements, map processes and data flows, define acceptance criteria, test outputs, and work effectively with IT and data teams
Strong communication, facilitation, training, change management, and commercial business stakeholder-influence skills
MBA, CPA, CFA, or relevant finance, analytics, automation, or technology certification preferred
Understanding of internal controls, reconciliation, auditability, responsible AI, data privacy, access management, and finance data governance preferred
Experience leading multi-year roadmaps, process improvement, project management, or enterprise change initiatives a plus
Basic Requirements:
5+ years of finance experience
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We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, religion, sexual orientation, gender identity, national origin, status as a veteran, and basis of disability or any federal, state, or local protected class.
Additional Locations : * United States of America - North Carolina - Morrisville
If you require an accommodation to complete this application, please contact View email address on ca.hrm.tc
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