Jobs · Sales · California

Director, FP&A Digitization (R5465)

Shield AI · San Francisco, CA · Yesterday
On-siteSales$200k–$300k/yrFull-time

Job Description

We’re looking for a Director of FP&A Digitization to accelerate Finance’s transformation through modern data architecture, automation, and enterprise AI.

  • Define and execute the AI strategy for FP&A, converting generative BI, text-to-SQL, RAG, and document intelligence into real business impact.
  • Identify the highest-value use cases and turn proof-of-concepts into scaled, production-ready tools.
  • Own Finance’s AI & data products end-to-end—requirements, UX/UI, testing, release cadence, and roadmap.
  • Build enterprise document intelligence platforms and semantic data services that enable Finance to operate with speed, automation, and confidence.
  • Lead the design and governance of the semantic layer that allows LLMs and BI tools to safely interact with financial data.
  • Ensure accuracy, lineage, and business-logic integrity across thousands of data objects.
  • Drive MDM strategy for critical Finance domains.
  • Maintain high-accuracy data environments that underpin forecasting, product analytics, revenue modeling, and enterprise reporting.
  • Partner with FP&A leadership to modernize planning, reporting, and modeling systems.
  • Lead platform migrations on behalf of FP&A (e.g., Costpoint → Oracle or Vena → Anaplan), streamline workflows, and drive adoption across large user communities.
  • Run a cross-functional delivery engine across Finance, Accounting, IT, and PX and Rev Ops.
  • Manage intake, prioritization, and execution for a portfolio of analytics and AI initiatives—balancing innovation with operational reliability.
  • Chair Finance’s Data Governance Council, establishing standards for quality, definitions, access, and usage.
  • Create the trust framework that enables Finance to proactively manage systems and data changes without interrupting key data workflows and adopt AI safely at scale.
  • Build and scale high-performing technical Finance teams—including data engineering, analytics, systems, and AI product contributors.
  • Shape operating rhythm, delivery processes, and long-term capability development.

Required qualifications

  • 12+ years in Finance technology, FP&A systems, data engineering, analytics, or AI—preferably in tech or high-growth environments.
  • Strong experience building and deploying generative AI solutions, RAG pipelines, semantic layers, and data governance frameworks.
  • Prominent ability to translate Finance problems into technical architectures and production-grade products.
  • Track record of leading cross-functional teams (10–20+ people) and overseeing multi-million-dollar portfolios.
  • Comfortable operating as a hybrid Finance + Product + Data leader.
  • Executive-level communication skills and experience presenting strategy to CFO-staff.
  • Advanced SQL; working Python; hands-on familiarity with Snowflake, Databricks, ThoughtSpot, Tableau, Anaplan, SAP S/4, and modern data governance tools.

Core Expertise

  • Finance AI Strategy & Deployment
  • Generative BI & Text-to-SQL
  • RAG Application Development
  • Document Intelligence
  • Semantic Data Modeling
  • Financial Systems Transformation
  • Master Data Management
  • Data Governance & Lineage
  • GenAI Product Ownership
  • Executive Stakeholder Management
  • Platforms & Tools
  • Databricks or Snowflake
  • AI & LLMs
  • Snowflake Cortex Code Claude Code RAG Pipelines
  • Document Intelligence
  • Data & Analytics
  • Snowflake Databricks ThoughtSpot Tableau

How you work

  • You think in systems—architecting scalable foundations rather than one-off tools.
  • You have a strong track record of implementing scalable best practices.
  • You communicate simply around complex concepts and build trust through transparency and data quality.
  • You are iterative: ship fast, learn fast, and refine with users.
  • You enjoy solving ambiguous, cross-functional problems with a product mindset.
  • You elevate Finance by making technology accessible, reliable, and impactful for every user.

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