PM - Finance Transformation
About the position
As a PM on the Finance Transformation team, you will lead complex, cross-functional initiatives to redesign and scale core finance and business processes. This role is not traditional project management or intake coordination. Instead, you will operate as a process expert and transformation lead, owning problem definition, future-state design, and end-to-end delivery in close partnership with AI and application engineers.
You’ll work across Finance, Accounting, GTM, Infra, Data and Engineering to align on outcomes, shape technical priorities, and ensure solutions are built for scale, auditability, and long-term sustainability. Success in this role comes from deep understanding of how processes actually work, comfort operating in ambiguity, and the ability to translate business complexity into clear, system-enabled solutions.
This role is based in San Francisco, CA. We use a hybrid work model of 3 days/week in the office and offer relocation assistance.
Responsibilities
• Lead end-to-end transformation initiatives across core finance and business processes, from current-state assessment through future-state design and scaled adoption.
• Act as a process expert and problem framer, deeply understanding existing workflows to identify root causes, translate business needs into clear requirements, and influence process owners to adopt future-state, leading practices.
• Identify opportunities to leverage automation and AI to improve accuracy, efficiency, and decision-making across finance processes.
• Partner closely with AI and application engineers to design system-native solutions rather than manual workarounds or downstream fixes.
• Redesign operating models, workflows, and controls to enable consistent, repeatable execution as the company scales globally.
• Drive cross-functional alignment across Finance, Accounting, GTM, and Infra; balancing speed, control, and flexibility.
• Define success metrics and outcomes (cycle time, error rates, automation coverage, close impact) and use them to guide delivery and prioritization.
• Lead UAT, change management, and rollout planning to ensure solutions are adopted and sustained in real operations.
Requirements
• 8+ years of experience in product management, process transformation, or finance process-owner roles in complex, scaled environments.
• Deep understanding of how finance and operational processes actually run (e.g., O2C, P2P, supply chain, core accounting), even if you’ve not owned every domain directly.
• Experience partnering closely with engineering teams and influencing technical priorities without owning direct reports.
• A strong process mindset—you enjoy untangling ambiguity, identifying root causes, and designing future-state workflows that scale.
• Comfort operating across business and technical contexts, with the ability to translate between stakeholders.
• A bias toward durable, system-enabled solutions over manual processes or one-off fixes.
• Strong written and verbal communication skills, especially in cross-functional settings.
• Experience leading complex initiatives through ambiguity, tradeoffs, and organizational change.
Benefits
• relocation assistance
Apply tot his job
Apply To this Job
As a PM on the Finance Transformation team, you will lead complex, cross-functional initiatives to redesign and scale core finance and business processes. This role is not traditional project management or intake coordination. Instead, you will operate as a process expert and transformation lead, owning problem definition, future-state design, and end-to-end delivery in close partnership with AI and application engineers.
You’ll work across Finance, Accounting, GTM, Infra, Data and Engineering to align on outcomes, shape technical priorities, and ensure solutions are built for scale, auditability, and long-term sustainability. Success in this role comes from deep understanding of how processes actually work, comfort operating in ambiguity, and the ability to translate business complexity into clear, system-enabled solutions.
This role is based in San Francisco, CA. We use a hybrid work model of 3 days/week in the office and offer relocation assistance.
Responsibilities
• Lead end-to-end transformation initiatives across core finance and business processes, from current-state assessment through future-state design and scaled adoption.
• Act as a process expert and problem framer, deeply understanding existing workflows to identify root causes, translate business needs into clear requirements, and influence process owners to adopt future-state, leading practices.
• Identify opportunities to leverage automation and AI to improve accuracy, efficiency, and decision-making across finance processes.
• Partner closely with AI and application engineers to design system-native solutions rather than manual workarounds or downstream fixes.
• Redesign operating models, workflows, and controls to enable consistent, repeatable execution as the company scales globally.
• Drive cross-functional alignment across Finance, Accounting, GTM, and Infra; balancing speed, control, and flexibility.
• Define success metrics and outcomes (cycle time, error rates, automation coverage, close impact) and use them to guide delivery and prioritization.
• Lead UAT, change management, and rollout planning to ensure solutions are adopted and sustained in real operations.
Requirements
• 8+ years of experience in product management, process transformation, or finance process-owner roles in complex, scaled environments.
• Deep understanding of how finance and operational processes actually run (e.g., O2C, P2P, supply chain, core accounting), even if you’ve not owned every domain directly.
• Experience partnering closely with engineering teams and influencing technical priorities without owning direct reports.
• A strong process mindset—you enjoy untangling ambiguity, identifying root causes, and designing future-state workflows that scale.
• Comfort operating across business and technical contexts, with the ability to translate between stakeholders.
• A bias toward durable, system-enabled solutions over manual processes or one-off fixes.
• Strong written and verbal communication skills, especially in cross-functional settings.
• Experience leading complex initiatives through ambiguity, tradeoffs, and organizational change.
Benefits
• relocation assistance
Apply tot his job
Apply To this Job