AI & Automation Program Lead, Finance Transformation

Everpure; Santa Clara (CA); On-site; USD 138,000 - 207,000; Full time

Benefits offered by this job

Flexible time off

Wellness resources

Team events

Job summary

Everpure seeks an AI & Automation Program Lead, Finance Transformation, to drive automation strategy across the CAO organization. You will partner with IT, data teams, and stakeholders to deliver scalable AI solutions and automated processes.

Ideal candidates bring 7+ years in process improvement and hands-on automation, plus experience with Alteryx, Power Automate, UiPath, and APIs. This role is based in Santa Clara, CA.

Qualifications

• 7+ years in business analysis, process improvement, or operations.
• 2+ years hands-on automation, RPA, AI/ML, or workflow tools experience.
• Ability to map processes, elicit requirements, and identify improvement opportunities.
• Experience designing and implementing automation or AI in business settings.

Responsibilities

• Own the AI and automation program for the CAO/Finance Transformation organization.
• Define ROI, risk, and cost/benefit business cases for automation initiatives.
• Build a roadmap using RPA, low-code/no-code, AI services, and data integration tools.
• Prototype and implement automation solutions to streamline processes.
• Provide governance, controls, and documentation for automated processes.
• Train finance and business teams to adopt automation solutions.
• Stay current on AI/automation trends and tools to evolve capabilities.

Skills

Automation strategy

Cross-functional collaboration

Stakeholder management

Process mapping

Business analysis

RPA/AI awareness

Tools

Alteryx

Power Automate

UiPath

APIs integration

Scripting

Job description

We’re in an unbelievably exciting area of tech and are fundamentally reshaping the data storage industry. Here, you lead with innovative thinking, grow along with us, and join the smartest team in the industry.

This type of work—work that changes the world—is what the tech industry was founded on. So, if you're ready to seize the endless opportunities and leave your mark, come join us.

THE ROLE

At Everpure, we believe in harnessing the power of technology to elevate how we work. The Finance Transformation team is on a mission to modernize, streamline, and future-proof our finance and operational functions.

We are seeking a hands‑on AI & Automation Program Lead, Finance Transformation. to drive our automation, AI, and process innovation efforts across the CAO (Chief Accounting Office) organization. This role requires a strong partnership mindset, working closely with business stakeholders to understand processes, identify opportunities, and deliver scalable automation and AI solutions that make a measurable impact.

If you enjoy collaborating across teams to solve operational challenges with technology, and want to take ownership of shaping our automation strategy, this role is for you.

What You’ll Do

As the AI & Automation Program Lead, Finance Transformation, you will own the AI and automation program for the CAO / Finance Transformation organization. You will:

• Partner with cross functional teams within the CAO organization and the wider part of the CFO Org to reassess business processes and identify areas for automation and AI innovation. Collaborate with IT, data engineering, security, and infrastructure teams to ensure scalable, secure, and maintainable deployments.
• Document current and future states, and build business cases (ROI, risk, cost/benefit) for automation initiatives.
• Define a roadmap using tools, platforms, and technologies (e.g. RPA, low-code/no-code solutions, AI services, data integration tools) that align with the CFO strategies, Pure’s enterprise architecture and landscape.
• Design, prototype, and implement automation solutions (e.g. Alteryx, Power Automate, bots, scripts, integrations) to streamline processes, reduce manual work, and improve data accuracy.
• Serve as both a strategic advisor and hands‑on executor, capable of configuring tools, integrating APIs, or building automations as needed.
• Establish and maintain governance, controls, and documentation around automated and AI processes (e.g. audit trails, exception handling).
• Train and enable finance and business teams to adopt and sustain automation solutions.
• Stay current on emerging AI and automation trends, tools, and best practices to continuously evolve Everpure’s automation capabilities.

We are primarily an in‑office environment and therefore, you will be expected to work from the Santa Clara, CA office in compliance with Everpure's policies, unless you are on PTO, or work travel, or other approved leave.

What You Bring

We’re looking for someone who can bridge business needs and technical capabilities. The right candidate is analytical, collaborative, and execution-focused.

Required / Core Competencies

• 7+ years of experience in business analysis, process improvement, or operations, preferably within finance, accounting, or shared services.
• 2+ years of hands‑on experience with automation, RPA, AI/ML, or workflow tools (e.g. Alteryx, Power Automate, UiPath, scripting).
• Strong ability to map processes, elicit requirements, and perform gap analyses to identify improvement opportunities.
• Proven experience designing and implementing automation or AI solutions in a business environment.
• Solid understanding of data integration, APIs, and databases (SQL, ETL).
• Excellent communication and stakeholder management skills with a mastery of being able to explain technical concepts to non-technical users.
• Self-starter with the ability to lead end-to-end initiatives independently and deliver measurable results.
• Experience working with enterprise systems (ERP, billing, financial, or accounting systems).

Preferred / Nice To Have

• Experience with RPA platforms (UiPath, Automation Anywhere, Blue Prism, Power Automate).
• Familiarity with AI/ML frameworks or services (AWS SageMaker, Azure ML, Google Vertex, OpenAI APIs).
• Knowledge of governance, controls, and audit considerations for automated processes in finance.
• Experience supporting change management and training for technology adoption.
• Exposure to finance transformation or shared services environments.

Salary ranges are determined based on role, level and location. For positions open to candidates in multiple geographical locations, the base salary range is reflective of the labor market across the applicable locations.

This role may be eligible for incentive pay and/or equity.

There is no application deadline and we accept applications on an ongoing basis until the job is filled.

The Annual Base Salary Range Is

$138,000—$207,000 USD

What You Can Expect From Us

• Innovation: We celebrate those who think critically, like a challenge, and aspire to be trailblazers.
• Growth: We give you the space and support to grow along with us and to contribute to something meaningful. We have been named Fortune's Best Workplaces in Technology™, Fortune's Best Workplaces in the Bay Area™, and certified as a Great Place to Work®!
• Team: We build each other up and set aside ego for the greater good.

And because we understand the value of bringing your full and best self to work, we offer a variety of perks to manage a healthy balance, including flexible time off, wellness resources, and company-sponsored team events. Check out purebenefits.com for more information.

Accommodations And Accessibility

Candidates with disabilities may request accommodations for all aspects of our hiring process. For more on this, contact us at [e-mail] if you’re invited to an interview.

Our Commitment To a Strong And Inclusive Team

We’re forging a future where everyone finds their rightful place and where every voice matters. Where uniqueness isn’t just accepted but embraced. That’s why we are committed to fostering the growth and development of every person, cultivating a sense of community through our Employee Resource Groups and advocating for inclusive leadership.

Everpure is proud to be an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other characteristic legally protected by the laws of the jurisdiction in which you are being considered for hire.

Join us and bring your best.

Bring your bold.

Pure and simple.