Finance Transformation & AI Manager

Carter Murray; New York (NY); On-site; USD 120,000 - 190,000; Full time

Job summary

Carter Murray seeks a Finance Transformation & AI Manager to lead process improvement, automation and AI-enabled transformation across the Finance organization. This hands-on role focuses on FP&A, Treasury and Accounting, partnering with Finance, IT, Data, and AI teams to turn opportunities into implemented solutions.

You will identify inefficient processes, design better workflows and build scalable, ROI-driven transformations, leveraging low-code tools and generative AI to drive adoption and

Qualifications

• Experience leading finance transformation programs.
• Strong knowledge of FP&A, Treasury and Accounting workflows.
• Hands-on with automation and AI-enabled solutions.
• Experience with low-code/no-code platforms.

Responsibilities

• Identify manual, inefficient or fragmented processes across FP&A, Treasury and Accounting and develop solutions to automate them.
• Lead transformation initiatives across finance processes including FP&A, accounting, treasury, procure-to-pay, order-to-cash and tax-related processes.
• Assess workflows and determine whether to improve, automate or redesign.
• Build scalable processes for a growing organization.
• Develop business cases based on efficiency, accuracy, scalability, control and ROI.
• Partner with Finance, IT, Data and AI teams to implement solutions.
• Manage adoption, governance and change management.
• Define project plans, priorities and roadmaps.
• Translate requirements into clear transformation and technology solutions.
• Coordinate across Finance and other functions.

Skills

Finance transformation

Process improvement

Program management

Stakeholder management

AI & automation

Low-code platforms

Tools

Power Automate

UiPath

ChatGPT/OpenAI

Microsoft Copilot

Workato

Zapier

Job description

We are seeking a Finance Transformation & AI Manager to lead process improvement, automation and AI-enabled transformation initiatives across the Finance organisation.

This is a hands‑on transformation role focused on identifying inefficient or manual finance processes, understanding business requirements, designing better ways of working, and implementing practical solutions. The role will work primarily across three core Finance pillars: FP&A, Treasury and Accounting.

The ideal candidate is not a traditional accountant or software engineer. Instead, you will bring a strong background in finance transformation, business transformation, consulting, process improvement or programme management, combined with hands‑on experience using AI, automation and low-code tools.

You will partner closely with Finance, IT, Data and AI teams to determine where technology can create meaningful business value, then help take those opportunities from idea through implementation and adoption.

Key Responsibilities

Finance Transformation & Process Improvement

• Identify manual, inefficient or fragmented processes across FP&A, Treasury and Accounting and develop solutions to simplify and automate them.
• Lead transformation initiatives across finance processes including:
• FP&A and financial planning
• Accounting and month-end close
• Treasury and cash management
• Procure-to-Pay
• Order-to-Cash
• Tax-related processes
• Invoice processing and coding
• Assess existing workflows and determine whether they should be improved, automated or redesigned entirely.
• Build scalable processes suitable for a growing and evolving organisation.
• Develop business cases for transformation opportunities based on efficiency, accuracy, scalability, control and return on investment.

AI & Automation

• Identify practical opportunities to use generative AI and automation within Finance.
• Build and prototype straightforward AI-enabled workflows using tools such as:
• ChatGPT/OpenAI
• Power Automate
• UiPath
• Workato
• Other low-code/no-code platforms
• Partner with specialist AI and technology teams when opportunities require more sophisticated agentic or technical solutions.
• Evaluate where AI adds meaningful value versus where traditional process improvement or automation is the better solution.
• Help Finance teams adopt new AI-enabled ways of working while maintaining appropriate controls and governance.
• Own initiatives from initial problem identification and requirements gathering through solution design, implementation and adoption.
• Meet with Finance stakeholders to understand current workflows, pain points and business requirements.
• Translate Finance requirements into clear transformation and technology solutions.
• Develop project plans, priorities, workflows and implementation roadmaps.
• Coordinate across Finance, IT, Data and other business functions.
• Drive adoption of new processes and tools through clear documentation, communication and change management.
• Monitor results following implementation and continuously identify opportunities for further improvement.

Ideal Background

• Approximately 5–8 years of experience in finance transformation, business transformation, digital transformation, consulting, operational excellence or programme management.
• Demonstrated experience improving processes within a Finance environment.
• Working knowledge of Finance functions such as FP&A, Accounting and Treasury.
• Hands‑on experience implementing automation, digital workflows or AI-enabled solutions.
• Practical experience with generative AI tools such as Microsoft Copilot, ChatGPT/OpenAI or Anthropic.
• Experience with workflow automation or low-code/no-code platforms such as Power Automate, UiPath, Zapier or Workato is highly desirable.
• Strong project or programme management skills with experience taking initiatives from idea through implementation.
• Strong stakeholder management skills and the ability to partner effectively across Finance, IT, Data and senior leadership.
• Understanding of financial controls, governance and the importance of maintaining appropriate controls while redesigning processes.
• Comfortable working in a high-growth, scaling or rapidly changing environment where processes may need to be built or redesigned from the ground up.

What Success Looks Like

The successful candidate will be able to:

• Quickly identify broken, inefficient or unnecessarily manual Finance workflows.
• Determine where AI and automation can deliver genuine ROI.
• Translate business problems into clear requirements and actionable solutions.
• Personally prototype or build straightforward solutions rather than relying entirely on technical teams.
• Know when a problem requires more sophisticated technical or AI expertise and partner effectively with specialist teams.
• Take ownership from problem identification through implementation.
• Drive adoption rather than simply recommending solutions.
• Balance innovation with appropriate Finance controls and governance.
• Create repeatable, scalable processes that reduce manual work and improve accuracy.