Head of Intelligent Automation & Finance Process Enablement

Cantor Fitzgerald Ireland Ltd; New York (NY); Hybrid; USD 150,000 - 210,000; Full time

Job summary

Cantor Fitzgerald Securities in New York seeks an AVP, Intelligent Automation & Process Enablement to lead our intelligent automation journey across Finance, Tax, Treasury and Risk. You will design, implement and govern AI-assisted workflows, identify improvement opportunities, translate complex processes, and partner with cross-functional teams to achieve business goals.

The role offers a unique opportunity to shape the future of finance automation and requires collaboration with Technology and

Qualifications

• Bachelor's degree in Finance, Accounting, IT, or related field.
• 5-7 years of automation and AI-enabled process improvement experience.
• Hands-on with LLM-based tools (e.g., Copilot, Claude) and process mapping techniques.
• Experience gathering requirements and writing user stories for AI outputs.
• Excellent communication skills for diverse audiences and stakeholders.
• Finance automation or transformation experience across multiple functions.
• Working knowledge of Microsoft 365 and automation tools is advantageous.

Responsibilities

• Lead design, testing, and implementation of AI-assisted workflows using Copilot and Claude.
• Develop and refine prompts and agent logic for high-quality automation outputs.
• Create and maintain automation documentation, including workflow logic and guardrails.
• Validate AI-generated output for financial integrity and compliance before handover.
• Map processes across Finance, Tax, Treasury, and Risk to identify improvements.
• Translate complex processes into functional requirements and user stories.
• Collaborate with Technology and the Automation COE to productionize prototypes.
• Provide hands-on support configuring, testing, and troubleshooting automation tools and AI apps.
• Build relationships with departments and stakeholders to enable collaboration.
• Design and deliver training materials for adoption of AI-assisted tools.

Skills

Stakeholder management

Requirements gathering

User story development

Technical communication

Cross-functional collaboration

Education

Bachelor's degree in Finance, Accounting, IT, or related field

Tools

Microsoft Copilot

Claude

Alteryx

UiPath

Microsoft 365

Job description

Cantor Fitzgerald Securities in New York seeks an AVP, Intelligent Automation & Process Enablement to lead our intelligent automation journey across Finance, Tax, Treasury and Risk. You will design, implement and govern AI-assisted workflows, identify improvement opportunities, translate complex processes, and partner with cross-functional teams to achieve business goals.

The role offers a unique opportunity to shape the future of finance automation and requires collaboration with Technology and