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AI Transformation & Operations (Finance)

Pagaya Investments · New York, United States

External listingfull-timeabout 2 months ago

About The Role

Join our Corporate Finance organization as an AI Transformation & Operations Lead. In this role, you will drive process re-design, automation, and scaling of Artificial Intelligence across our finance teams. You will analyze current workflows, identify high-impact automation opportunities, and embed AI tools into our daily operations. Your mission will be to modernize and streamline our financial workflows for maximum speed, accuracy, and scalability. You will also build and maintain a structured finance knowledge library, conduct AI opportunity audits, collaborate with cross-functional teams, and champion AI adoption across the finance department.

  • Partner closely with FP&A, Treasury, Accounting, and Finance Operations teams to map end-to-end workflows, diagnose operational bottlenecks, and identify pain points.
  • Build and maintain a structured finance knowledge library capturing process documentation, business rules, reporting definitions, and reusable analytical templates.
  • Conduct structured "AI opportunity audits" across finance functions, maintaining a clear, evolving transformation roadmap.
  • Cross-Functional Leadership: Strong experience partnering with technical teams (Engineering, IT, Data Science) as well as non-technical stakeholders. Ability to influence without authority and drive accountability across multiple functions and seniority levels
  • Finance Domain Expertise: Strong understanding of how corporate finance processes, reporting structures, and decision-making operate end-to-end
  • Communication Skills: Excellent written and verbal communicator able to translate complex data, technical operations, and financial analyses into clear, actionable reporting for senior leadership
  • Technical Fluency: Distinct experience designing or overseeing processes using:
  • Education: Bachelor’s degree in Finance, Economics, Business Operations, Information Systems, or a related field
  • AI & Productivity Tools: (e.g., Claude, Gemini, ChatGPT, Cursor, or similar developer/LLM interfaces)
  • Database and Data Management Experience, specifically with Snowflake
  • Enterprise Infrastructure & Automation: CRM, ERP, and automation platforms (e.g., Salesforce, Workato, Jira, Gong, or financial systems equivalents)
  • Experience: 5+ years of experience in Corporate Finance, FP&A, Treasury, Accounting, Finance Operations, Business Operations, or Management Consulting
  • AI & Automation Track Record: Proven experience implementing AI tools, workflows, or software automation within a business context to drive tangible efficiency gains
  • Mindset: A global mindset with experience collaborating across international teams. High bias toward execution, structured program management, and data-driven problem-solving

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