Finance AI & Transformation Lead — Hybrid, High-Impact Change

Zip Co; New York (NY); On-site; USD 128,000 - 140,000; Full time

Benefits offered by this job

Flexible working culture

Incentive programs

Unlimited PTO

Generous paid parental leave

Family support policies

Company-sponsored 401k match

Learning and wellness stipend

Union Square office

Comprehensive employer insurance

Job summary

Zip Co is seeking a Finance AI & Transformation Analyst to modernize Finance processes using AI-enabled workflows and scalable automation. You’ll diagnose high-friction processes, translate opportunities into clear technical requirements, and lead cross-functional delivery with stakeholders across Accounting, Treasury, FP&A, and Data teams.

In this hands-on role, you’ll prototype agentic solutions, build foundational workflows, and measure impact on efficiency, accuracy, and decision quality.

Qualifications

• 5-8 years of professional experience driving transformation or technology-enabled process improvement, with hands‑on experience building or shipping AI-enabled tools, workflows, or automations.
• Demonstrated ownership of cross-functional transformation initiatives from problem definition through implementation, adoption, and measurable outcomes.
• Proven project management skills across requirements, gap analysis, roadmaps, timelines, stakeholder management, risk, and change adoption.
• Hands‑on experience using generative AI, automation, or agentic tools to design, prototype, and ship real workflows or products, not just experimenting with them.

Responsibilities

• Identify workflows where AI, automation, or agentic solutions can create meaningful business value.
• Prototype, test, and build agentic workflows and automations, using LLM-based tools and no-code/low-code platforms, that solve real Finance problems.
• Translate Finance use cases into clear requirements across workflows, data, controls, exceptions, human oversight, and success metrics.
• Partner within internal Finance pillars (Accounting, Treasury, FP&A, Tax) as well as cross functional teams (Data, Engineering, and Agentic Platform teams) to design, test, deploy, govern, and continuously improve solutions.
• Lead transformation workstreams with stakeholder alignment at key decision points, from diagnosing problems and gathering requirements through solution design, implementation, testing, change management, and impact measurement.
• Diagnose process, system, and control gaps and recommend scalable, standardized future-state solutions that reduce complexity.
• Own project plans, timelines, dependencies, risks, stakeholder communications, and day-to-day delivery.
• Measure success through efficiency, accuracy, control effectiveness, adoption, and improved decision quality.
• Build alignment across Finance, Data, Technology, Compliance, and other teams, surfacing risks and keeping work moving.
• Develop recommendations and drive adoption through strong business cases, executive communication, documentation, training, and stakeholder feedback.
• Develop executive-ready updates and presentations for senior stakeholders, including CFO and CEO.

Skills

Transformation leadership

AI-enabled workflows

Project management

Cross-functional collaboration

Effective communication

Problem solving

Agentic tools

No-code/low-code

Tools

LLM platforms

No-code/low-code

Agentic tools

Job description

Zip Co is seeking a Finance AI & Transformation Analyst to modernize Finance processes using AI-enabled workflows and scalable automation. You’ll diagnose high-friction processes, translate opportunities into clear technical requirements, and lead cross-functional delivery with stakeholders across Accounting, Treasury, FP&A, and Data teams.

In this hands-on role, you’ll prototype agentic solutions, build foundational workflows, and measure impact on efficiency, accuracy, and decision quality.