Director, FP&A Digitization (R5465)

Shieldai; San Francisco (CA); On-site; USD 260,000 - 380,000; Full time

Benefits offered by this job

Equity

Bonus

Benefits

Job summary

Shield AI is seeking a Director of FP&A Digitization to accelerate Finance’s transformation through modern data architecture, automation, and enterprise AI. You will own Finance AI platforms, data foundations, and AI capabilities that future‑proof FP&A planning, forecasting, and decision-making across the company.

This role blends financial acumen with technical depth, focuses on zero‑to‑one development, and thrives in a fast‑moving environment.

Qualifications

• 12+ years in Finance technology, FP&A systems, data engineering, analytics, or AI.
• Strong experience building and deploying generative AI solutions, RAG pipelines, semantic layers, and data governance.
• Proven ability to translate Finance problems into technical architectures and production-grade products.
• Track record of leading cross-functional teams (10–20+ people) and multi-million-dollar portfolios.
• Executive-level communication skills and experience presenting strategy to CFO-staff.

Responsibilities

• Define and execute the FP&A AI strategy and roadmap with measurable business impact.
• Own Finance AI data products end-to-end – requirements, UX/UI, testing, release cadence.
• Lead modern data architecture and semantic layer governance for financial data.
• Drive MDM strategy and high-accuracy data environments underpinning forecasts and reporting.
• Modernize planning, reporting, and modeling systems; drive platform migrations and adoption.
• Run a cross-functional analytics and AI program across Finance, IT, and Rev Ops.
• Chair Finance’s Data Governance Council and establish quality standards.

Skills

Executive communication

Cross-functional leadership

Systems thinking

Product + Finance leadership

Education

M.S. Information & Data Science

Tools

Snowflake

Databricks

ThoughtSpot

Tableau

Anaplan

SAP S/4Hana

Hyperion

SFDC

Job description

Job Description:

We’re looking for a Director of FP&A Digitization to accelerate Finance’s transformation through modern data architecture, automation, and enterprise AI. This leader will sit at the intersection of Finance, Engineering, and Product—owning the platforms, data foundations, and AI capabilities that future‑proof how FP&A plans, forecasts, and drives decisions across the company.

This role is ideal for someone who blends financial acumen with technical depth, enjoys building from zero‑to‑one, and thrives in a fast‑moving, iterative environment.

Responsibilities

• Finance AI Strategy & Roadmap Define and execute the AI strategy for FP&A, converting generative BI, text‑to‑SQL, RAG, and document intelligence into real business impact. Identify the highest‑value use cases and turn proof‑of‑concepts into scaled, production‑ready tools.
• Product Ownership for Finance Technology Own Finance’s AI & data products end‑to‑end—requirements, UX/UI, testing, release cadence, and roadmap. Build enterprise document intelligence platforms and semantic data services that enable Finance to operate with speed, automation, and confidence.
• Modern Data Architecture for Finance Lead the design and governance of the semantic layer that allows LLMs and BI tools to safely interact with financial data. Ensure accuracy, lineage, and business‑logic integrity across thousands of data objects.
• Master Data Management & Quality Drive MDM strategy for critical Finance domains. Maintain high‑accuracy data environments that underpin forecasting, product analytics, revenue modeling, and enterprise reporting.
• Finance Systems Modernization Partner with FP&A leadership to modernize planning, reporting, and modeling systems. Lead platform migrations on behalf of FP&A (e.g., Costpoint → Oracle or Vena → Anaplan), streamline workflows, and drive adoption across large user communities.
• Analytics & AI Program Leadership Run a cross‑functional delivery engine across Finance, Accounting, IT, and PX and Rev Ops. Manage intake, prioritization, and execution for a portfolio of analytics and AI initiatives—balancing innovation with operational reliability.
• Enterprise Data Governance Chair Finance’s Data Governance Council, establishing standards for quality, definitions, access, and usage. Create the trust framework that enables Finance to proactively manage systems and data changes without interrupting key data workflows and adopt AI safely at scale.
• Team Leadership & Development Build and scale high‑performing technical Finance teams—including data engineering, analytics, systems, and AI product contributors. Shape operating rhythm, delivery processes, and long‑term capability development.

Qualifications

• 12+ years in Finance technology, FP&A systems, data engineering, analytics, or AI—preferably in tech or high‑growth environments.
• Strong experience building and deploying generative AI solutions, RAG pipelines, semantic layers, and data governance frameworks.
• Proven ability to translate Finance problems into technical architectures and production‑grade products.
• Track record of leading cross‑functional teams (10–20+ people) and overseeing multi‑million‑dollar portfolios.
• Comfortable operating as a hybrid Finance + Product + Data leader.
• Executive‑level communication skills and experience presenting strategy to CFO‑staff.
• Advanced SQL; working Python; hands‑on familiarity with Snowflake, Databricks, ThoughtSpot, Tableau, Anaplan, SAP S/4, and modern data governance tools.
• Education:M.S. Information & Data Science

Core Expertise & Platforms

• Core Expertise:
• Finance AI Strategy & Deployment · Generative BI & Text-to-SQL · RAG Application Development · Document
• Intelligence · Semantic Data Modeling · Financial Systems Transformation · Master Data Management · Data Governance & Lineage · GenAI Product Ownership · Executive Stakeholder Management
• Platforms & Tools:
• Databricks or Snowflake
• AI & LLMs: Snowflake Cortex Code · Claude Code · RAG Pipelines · Document Intelligence
• Data & Analytics: Snowflake · Databricks · ThoughtSpot · Tableau · Collibra
• Planning & Finance Systems: Anaplan · SAP S/4 · Hyperion · SFDC
• Languages & Dev: SQL (Advanced) · Python (Intermediate)
• Delivery & Operations: JIRA · ServiceNow · Tableau

Personal Qualities

• You think in systems—architecting scalable foundations rather than one‑off tools.
• You a strong track record of implementing scalable best practices.
• You communicate simply around complex concepts and build trust through transparency and data quality.
• You’re iterative: ship fast, learn fast, and refine with users.
• You enjoy solving ambiguous, cross‑functional problems with a product mindset.
• You elevate Finance by making technology accessible, reliable, and impactful for every user.

Offer Packages

Full‑time regular employee offer package:

Pay within range listed + Bonus + Benefits + Equity

Temporary employee offer package:

Pay within range listed above + temporary benefits package (applicable after 60 days of employment)

Salary compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, licenses and certifications, and specific work location. All offers are contingent on a cleared background and possible reference check. Military fellows and part‑time employees are not eligible for benefits. Please speak to your talent acquisition representative for more information.

Equal Opportunity

Shield AI is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed toequal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please let us know.