General InformationReq # WD00108618
Country/Region: United States of America
State: North Carolina
City: Morrisville
Date: Wednesday, November 11, 2026
Working time: Full-time
Additional Locations:
* United States of America - North Carolina - Morrisville
Description and RequirementsFinance Planning & Forecast Transformation - AIPosition SummaryWe are seeking a Finance transformation professional to modernize planning, forecasting, and performance management through practical AI and digital solutions.
This role sits at the intersection of FP&A, business consulting, AI, and digital transformation. You will partner with Finance, Business, Data, AI, and IT teams to redesign processes, implement AI-enabled solutions, and deliver measurable improvements in forecast quality, efficiency, and business decision-making.
This is a business-led transformation role, not a software engineering position.Key Responsibilities- Improve budgeting, forecasting, long-range planning, scenario analysis, variance analysis, and performance management processes.
- Identify and implement high-value AI, analytics, and automation use cases across Finance and FP&A.
- Translate Finance requirements into process designs, functional requirements, workflows, user stories, and acceptance criteria.
- Lead AI and digital solutions from concept and prototype through testing, deployment, adoption, and value realization.
- Partner with AI engineers, data scientists, IT teams, Finance leaders, and business stakeholders.
- Evaluate AI outputs for financial accuracy, relevance, explainability, and usability while ensuring appropriate human oversight.
- Lead cross-functional Finance transformation projects, including scope, milestones, risks, UAT, implementation, and governance.
- Facilitate workshops, develop business cases, and translate complex Finance challenges into practical solutions.
- Drive change management, stakeholder engagement, training, and adoption.
- Measure improvements in efficiency, forecast quality, user adoption, and business value.
Basic Qualifications- Bachelor's degree in Finance, Accounting, Economics, Business, MIS, Data Analytics, or a related field.
- Experience in FP&A, Finance Transformation, Controlling, Business Finance, Enterprise Performance Management, or management consulting.
- Solid knowledge of budgeting, forecasting, financial modeling, scenario planning, variance analysis, and financial KPIs.
- Experience delivering digital transformation, analytics, automation, or AI-enabled solutions.
- Practical understanding of generative AI, AI agents, predictive analytics, workflow automation, or prompt-based solutions.
- Experience gathering requirements, designing processes, facilitating workshops, and leading cross-functional projects.
- Strong analytical, problem-solving, communication, and stakeholder-management skills.
- Ability to work effectively across Finance, Business, Data, AI, and IT teams in a global environment.
Preferred Qualifications- Experience with SAP/SAP BPC, Anaplan, CCH Tagetik, Oracle Hyperion/EPM, Power BI, or similar platforms.
- Exposure to Microsoft Copilot, Azure OpenAI, Power Platform, Python, or SQL.
- Previous Finance transformation or management consulting experience.
- Experience within a complex global technology, manufacturing, or multinational organization.
- CPA, CMA, ACCA, CFA, PMP, Prosci, Scrum, or related certification.
- Mandarin proficiency is a plus.
What Success Looks Like- Faster, more efficient Finance planning and forecasting.
- Improved forecast quality, transparency, and decision support.
- Successful implementation and adoption of AI-enabled Finance solutions.
- Measurable business value from Finance transformation initiatives.
Transform Finance Planning & Forecast through practical AI, disciplined execution, and measurable business value.
Additional Locations:
* United States of America - North Carolina - Morrisville
