As a Finance Systems & AI Lead, you'll own the governance, maintenance, and optimization of our FP&A tech stack - centered on Microsoft Fabric and our internal AI platform. You'll be the architect of what's next: agentic workflows, intelligent automation, and AI-embedded systems that make our finance team genuinely faster and sharper. You will build, ship and own outcomes end-to-end, and you will empower the team to do the same.
WHAT YOU'LL DOSystems Ownership & Governance- Own the end-to-end architecture and governance of our FP&A tech stack, including Microsoft Fabric and our internal AI platform
- Lead platform enhancements and infrastructure improvements with scalability and long-term maintainability in mind
- Partner with Finance, IT, engineering and business stakeholders to ensure systems continuously meet operational and strategic needs
AI & Agentic Workflow Development- Drive our evolution toward agentic finance - designing and deploying autonomous workflows that automate reporting, insight generation, forecasting, variance analysis, and beyond
- Build AI-integrated tools, agents and apps (within our AI Platform) embedded directly into Finance workflows
- Establish evaluation frameworks, guardrails, and responsible AI practices to ensure outputs are reliable, auditable, and compliant
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 surfaces
FP&A Enablement- Be the force multiplier for the FP&A team- eliminating friction from recurring workflows so we can spend our time on insight, not maintenance
- Enable the team to build dashboards, automation tools, agents, and applications that compound the team's output
- Work closely with FP&A and Corp Finance to understand process pain points and engineer durable solutions
WHAT YOU BRING- Technical depth. You are hands-on by default. You write SQL, build data pipelines, and work with LLMs in production. You've built things in Microsoft Fabric, Snowflake, or equivalent cloud-native data platforms. You understand how financial data flows from source systems to models to decisions and you architect with that full picture in mind.
- AI fluency. You don't just use AI tools, you build with them. You've shipped agentic workflows or AI-integrated applications in a real professional setting. You stay current on what's newly possible and you translate that curiosity into things that actually work and scale.
- Finance instinct. You understand FP&A well enough to know what the team actually needs before they can fully articulate it. You've worked alongside or within finance organizations and can speak the language of forecasts, variance analysis, and business drivers without a translator.
- Platform expertise. You have hands-on experience with at least one FP&A/Enterprise Planning Management platform (e.g. Anaplan, Pigment, Workday Adaptive, Oracle EPM, or similar) and you understand how modern planning systems are architected and integrated.
- Ownership mentality. You proactively identify gaps, drive improvements and don't leave a degraded process for someone else to inherit.
QUALIFICATIONS- 4-6 years of experience blending finance systems, data engineering, and AI/ML with demonstrated hands-on delivery throughout
- Proficiency in SQL and/or DAX; comfortable building dimensional data models, writing stored procedures & CTEs, and scripting automation end-to-end
- Hands-on experience with Microsoft Fabric, Snowflake, or equivalent cloud-native data platform tooling
- Experience building with LLMs in production, including prompt engineering, agentic frameworks, and evaluation/guardrail design
- Active, daily AI user- leveraging tools like Claude Code/Cowork, ChatGPT, or Cursor as part of a professional workflow for coding, analysis, research, or documentation.
- Power BI semantic modeling and dashboard development experience
- Strong communicator - able to bridge finance and technical stakeholders clearly and credibly
#LI-JH1 #LI-Hybrid
Actual compensation offered will be based on factors such as the candidate's work location, qualifications, skills, experience and/or training. Your recruiter can share more information about the specific salary range for your desired work location during the hiring process. We want our employees and their families to thrive.
In addition to comprehensive benefits we offer holistic mind, body and lifestyle programs designed for overall well-being. Learn more about ZoomInfo benefits here.
Below is the US base salary for this position. Additional compensation such as Bonus, Commission, Equity and other benefits may also apply.
$77,630-$121,990 USD
