Finance Tech Director: AI-Driven Planning

Zocdoc; New York (NY); Hybrid; USD 195,000 - 245,000; Full time

Benefits offered by this job

Flexible hybrid work environment

Unlimited vacation

Health benefits

Commuter benefits

401(k) with employer match

Wellness program

Sabbatical leave

Parental leave and fertility/family‑re

Cell phone reimbursement

Catered lunch and snacks

Employee resource groups

Great Place to Work Certified

Job summary

Zocdoc is seeking a highly analytical Director of Finance Technology to lead the evolution of the technology and processes powering financial planning across Strategic Finance and FP&A.

You will own the strategy, roadmap, and continuous improvement of Finance Technology across Strategic Finance, FP&A, and AI enablement, partnering with Finance leaders, Data & Analytics, IT, HR Systems, and external vendors to deliver scalable solutions.

Qualifications

• 10+ years of experience in FP&A, Finance Systems, Corporate Finance, Finance Transformation, or another analytical role supporting financial planning technology.
• Experience owning Finance technology strategy, including enterprise planning systems, forecasting processes, and the technology roadmap supporting financial planning.
• Experience leading one or more enterprise planning system implementations or major enhancements (Planful, Adaptive, Pigment, Anaplan, Oracle EPM, or similar).
• Deep understanding of financial planning, budgeting, forecasting, and financial modeling processes.
• Experience translating Finance business requirements into technology strategy and partnering with Finance Systems, Data & Analytics Engineering, HR Systems, IT, and external vendors to deliver scalable solutions.
• Demonstrated success leading complex, cross-functional initiatives and influencing senior stakeholders without direct authority.
• Experience evaluating Finance technology investments, automation opportunities, and emerging AI capabilities to improve planning processes and team productivity.
• Strong project management, stakeholder management, and influencing skills, with the ability to prioritize competing initiatives and drive measurable business outcomes.
• Excellent communication skills, with the ability to translate complex technical concepts into clear business recommendations for Finance and executive leadership.
• Relevant experience in technology, SaaS, healthcare, or marketplace businesses is a plus.

Responsibilities

• Own the strategy, roadmap, and ongoing evolution of Finance Technology across Strategic Finance and FP&A, including enterprise planning (Planful), forecasting systems, planning processes, automation, reporting capabilities, and AI enablement.
• Lead the ongoing optimization of our planning technology ecosystem, ensuring our systems and processes continue to scale alongside the business.
• Partner closely with Strategic Finance and FP&A leaders to understand business needs, identify opportunities to improve planning capabilities, and prioritize Finance technology investments.
• Translate Finance business requirements into technology roadmaps, partnering with Finance Systems, Data & Analytics Engineering, HR Systems, IT, and external vendors to deliver scalable solutions.
• Evaluate Finance technology investments, including enterprise planning capabilities, automation opportunities, AI tools, and build-versus-buy decisions, developing recommendations for Finance leadership.
• Identify opportunities to automate recurring planning, forecasting, and reporting workflows, partnering with technical teams to implement solutions that improve efficiency, forecast quality, and decision making.
• Establish governance and best practices for planning systems, financial models, forecasting processes, and Finance technology.
• Lead cross-functional technology initiatives from business case through implementation, driving stakeholder alignment, adoption, and measurable business outcomes.
• Continuously evaluate how emerging technologies, including generative AI, can improve Finance workflows, planning, and decision support.
• Support strategic initiatives and ad hoc projects that strengthen Finance's ability to scale alongside the business.

Skills

FP&A

Finance Systems

Finance Transformation

Financial planning

Stakeholder management

Project management

Communication

AI in Finance

Tools

Planful

Adaptive

Pigment

Anaplan

Oracle EPM

Job description

Zocdoc is seeking a highly analytical Director of Finance Technology to lead the evolution of the technology and processes powering financial planning across Strategic Finance and FP&A.

You will own the strategy, roadmap, and continuous improvement of Finance Technology across Strategic Finance, FP&A, and AI enablement, partnering with Finance leaders, Data & Analytics, IT, HR Systems, and external vendors to deliver scalable solutions.