Senior Finance Transformation & Strategy PMO (BI / AI)

OKG; Hong Kong; On-site; HKD 1,200,000 - 1,800,000; Full time

Job summary

OKX is seeking a Senior Finance Transformation & Strategy PMO to join IP team. You will drive digital and AI transformation across finance, connecting finance, product, data, and engineering to build data products, processes, and system solutions that raise operating efficiency and data quality.

This high-ownership role requires comfort with ambiguity and senior stakeholders, with responsibilities spanning roadmap, dashboards, automation, internal controls, and compliance.

Qualifications

• 5+ years of experience in finance products, finance digitalization, financial BI, or solutions roles.
• Solid understanding of finance operations: general ledger, AP/AR, revenue recognition, reconciliation, settlement, budgeting, and audit.
• Strong data analysis capability using SQL and at least one mainstream BI tool.
• Experience designing solutions and building, integrating, or optimizing ERP, finance platforms, BI platforms, or automation systems.
• Understanding of internal control and auditability requirements for financial systems and the ability to judge where AI fits in finance scenarios.

Responsibilities

• Lead Finance transformation programs end to end. Build the roadmap for finance digitalization and AI transformation, prioritize projects, and define scope, milestones, owners, and acceptance criteria. Run cross-functional delivery from requirements through launch, training, and continuous improvement.
• Own financial BI and decision support. Build a unified financial and operational metrics framework with consistent definitions and dashboards covering revenue, cost, profit, budget execution, cash flow, and operational efficiency.
• Turn data into action. Explain business changes and anomalies to management, identify opportunities in cost, efficiency, and resource allocation, and work with business teams to execute and track the results.
• Design finance solutions and automate processes. Map finance processes, business rules, and system requirements into clear process designs, data models, and functional specs. Drive automation across bookkeeping, reconciliation, settlement, reporting, budgeting, and management analysis, and coordinate integration across ERP, finance platforms, data platforms, and business systems.
• Improve data quality and control. Strengthen reconciliation, exception handling, and data lineage so that definitions are consistent and key numbers are traceable.
• Land AI and Agent applications in Finance. Identify high-value AI use cases across finance, business analysis, internal control, and audit support. Take them from prototype to production with product, data, and engineering teams, including intelligent analysis, anomaly detection, document processing, and knowledge retrieval. Define success metrics, human review, permissions, and audit trails.
• Build compliance and internal control foundations. Work with Finance, Legal, Compliance, IT, and Audit on gap assessments and remediation plans. Drive SOX-related controls, ITAC, and ITGC, and embed key controls into finance processes, systems, and data flows (access, segregation of duties, change management, data integrity, audit trail).
• Keep leadership informed. Give clear executive updates on progress, risks, and trade-offs, and act as a force multiplier by driving alignment and execution clarity across teams.

Skills

SQL

BI tools

Finance operations

PM leadership

Stakeholder management

Communication

Independent thinking

Tools

ERP systems

Finance platforms

BI platforms

Automation systems

Job description

OKX will be prioritising applicants who have a current right to work in Singapore/Hong Kong, and do not require OKX's sponsorship of a visa.

Who We Are

At OKX, we believe that the future will be reshaped by crypto, and ultimately contribute to every individual's freedom.

OKX is a leading crypto exchange, and the developer of OKX Wallet, giving millions access to crypto trading and decentralized crypto applications (dApps). OKX is also a trusted brand by hundreds of large institutions seeking access to crypto markets. We are safe and reliable, backed by our Proof of Reserves.

Across our multiple offices globally, we are united by our core principles: We Before Me, Do the Right Thing, and Get Things Done. These shared values drive our culture, shape our processes, and foster a friendly, rewarding, and diverse environment for every OK-er.

OKX is part of OKG, a group that brings the value of Blockchain to users around the world, through our leading products OKX, OKX Wallet, OKLink and more.

About the Role

We are looking for a Senior Finance Transformation & Strategy PMO to join our Intelligence & Performance (IP) team.

This role sits at the intersection of finance, data, and technology. You will drive Finance's digital and AI transformation, connecting finance, business, product, data, and engineering teams, and turning operational and financial management needs into workable processes, data products, and system solutions. Your goal is to raise financial operating efficiency and data quality, give management reliable BI and actionable insight, and help build the financial systems and internal controls the company needs as it scales.

This is a high-ownership role for someone who wants to build, not just coordinate. You should be comfortable with ambiguity, complexity, and senior stakeholders.

Responsibilities

• Lead Finance transformation programs end to end. Build the roadmap for finance digitalization and AI transformation, prioritize projects, and define scope, milestones, owners, and acceptance criteria. Run cross-functional delivery from requirements through launch, training, and continuous improvement.
• Own financial BI and decision support. Build a unified financial and operational metrics framework with consistent definitions and dashboards covering revenue, cost, profit, budget execution, cash flow, and operational efficiency.
• Turn data into action. Explain business changes and anomalies to management, identify opportunities in cost, efficiency, and resource allocation, and work with business teams to execute and track the results.
• Design finance solutions and automate processes. Map finance processes, business rules, and system requirements into clear process designs, data models, and functional specs. Drive automation across bookkeeping, reconciliation, settlement, reporting, budgeting, and management analysis, and coordinate integration across ERP, finance platforms, data platforms, and business systems.
• Improve data quality and control. Strengthen reconciliation, exception handling, and data lineage so that definitions are consistent and key numbers are traceable.
• Land AI and Agent applications in Finance. Identify high-value AI use cases across finance, business analysis, internal control, and audit support. Take them from prototype to production with product, data, and engineering teams, including intelligent analysis, anomaly detection, document processing, and knowledge retrieval. Define success metrics, human review, permissions, and audit trails.
• Build compliance and internal control foundations. Work with Finance, Legal, Compliance, IT, and Audit on gap assessments and remediation plans. Drive SOX-related controls, ITAC, and ITGC, and embed key controls into finance processes, systems, and data flows (access, segregation of duties, change management, data integrity, audit trail).
• Keep leadership informed. Give clear executive updates on progress, risks, and trade-offs, and act as a force multiplier by driving alignment and execution clarity across teams.

Requirements

• 5+ years of experience in finance products, finance digitalization, financial BI, or solutions roles, with a track record of turning finance requirements into system or data solutions and getting them adopted.
• Solid understanding of finance operations: general ledger, AP/AR, revenue recognition, reconciliation, settlement, budgeting, and audit, with the ability to identify business rules and key control points.
• Strong data analysis capability. Independently use SQL to query, validate, and analyze data, and know at least one mainstream BI tool. Able to define metrics, analyze performance, and turn findings into recommendations that management understands and teams can execute.
• Experience designing solutions and building, integrating, or optimizing ERP, finance platforms, BI platforms, or automation systems, with the ability to work effectively with product and engineering.
• Strong cross-functional project management: able to align multiple stakeholders, manage priorities and dependencies, and push through complex problems.
• Understanding of internal control and auditability requirements for financial systems, and the ability to judge where AI fits in finance scenarios and help validate and roll it out.
• Independent thinking and high ownership. You challenge assumptions constructively, form your own point of view, and operate with a strong bias toward action.
• Excellent communication and stakeholder management, including with senior executives.

Preferred Qualifications

• Experience with IPO preparation, SOX, ITAC, ITGC, or internal control build-out at a listed company.
• Experience building management-oriented business analysis and financial BI systems, and explaining how analysis drives decisions.
• Hands‑on experience implementing LLMs, AI agents, enterprise knowledge bases, or finance intelligence applications.
• Background in banking, payments, fintech, SaaS, e-commerce, or other high-volume businesses. Familiarity with trading, fund and asset flows, reconciliation, and finance operations in the digital asset industry is a plus.
• Bilingual (English + Mandarin) to collaborate across global teams.

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