Finance Planning & Forecast Transformation – AI

Finance Planning & Forecast Transformation – AI

Position Summary

We are seeking a Finance transformation professional to modernize planning, forecasting, and performance management through practical AI and digital solutions.

This role sits at the intersection of FP&A, business consulting, AI, and digital transformation. You will partner with Finance, Business, Data, AI, and IT teams to redesign processes, implement AI-enabled solutions, and deliver measurable improvements in forecast quality, efficiency, and business decision-making.

This is a business-led transformation role, not a software engineering position.

Key Responsibilities

• Improve budgeting, forecasting, long-range planning, scenario analysis, variance analysis, and performance management processes.
• Identify and implement high-value AI, analytics, and automation use cases across Finance and FP&A.
• Translate Finance requirements into process designs, functional requirements, workflows, user stories, and acceptance criteria.
• Lead AI and digital solutions from concept and prototype through testing, deployment, adoption, and value realization.
• Partner with AI engineers, data scientists, IT teams, Finance leaders, and business stakeholders.
• Evaluate AI outputs for financial accuracy, relevance, explainability, and usability while ensuring appropriate human oversight.
• Lead cross-functional Finance transformation projects, including scope, milestones, risks, UAT, implementation, and governance.
• Facilitate workshops, develop business cases, and translate complex Finance challenges into practical solutions.
• Drive change management, stakeholder engagement, training, and adoption.
• Measure improvements in efficiency, forecast quality, user adoption, and business value.

Basic Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business, MIS, Data Analytics, or a related field.
• Experience in FP&A, Finance Transformation, Controlling, Business Finance, Enterprise Performance Management, or management consulting.
• Solid knowledge of budgeting, forecasting, financial modeling, scenario planning, variance analysis, and financial KPIs.
• Experience delivering digital transformation, analytics, automation, or AI-enabled solutions.
• Practical understanding of generative AI, AI agents, predictive analytics, workflow automation, or prompt-based solutions.
• Experience gathering requirements, designing processes, facilitating workshops, and leading cross-functional projects.
• Strong analytical, problem-solving, communication, and stakeholder-management skills.
• Ability to work effectively across Finance, Business, Data, AI, and IT teams in a global environment.

Preferred Qualifications

• Experience with SAP/SAP BPC, Anaplan, CCH Tagetik, Oracle Hyperion/EPM, Power BI, or similar platforms.
• Exposure to Microsoft Copilot, Azure OpenAI, Power Platform, Python, or SQL.
• Previous Finance transformation or management consulting experience.
• Experience within a complex global technology, manufacturing, or multinational organization.
• CPA, CMA, ACCA, CFA, PMP, Prosci, Scrum, or related certification.
• Mandarin proficiency is a plus.

What Success Looks Like

• Faster, more efficient Finance planning and forecasting.
• Improved forecast quality, transparency, and decision support.
• Successful implementation and adoption of AI-enabled Finance solutions.
• Measurable business value from Finance transformation initiatives.

Transform Finance Planning & Forecast through practical AI, disciplined execution, and measurable business value.