Finance AI & Transformation Analyst

The role

This person will lead Finance transformation projects and use AI and automation to change core finance workflows. They will identify problems, design solutions, and work with Finance, Data and Technology teams to deliver measurable results.

What you will do

• Identify workflows where AI, automation or agentic solutions can add business value
• Prototype, test and build agentic workflows and automations using LLM-based and no-code or low-code tools
• Translate Finance use cases into clear requirements for workflows, data, controls and success metrics
• Lead transformation workstreams from problem diagnosis through implementation, adoption and impact measurement
• Diagnose process, system and control gaps and recommend standardized future-state solutions
• Own project plans, timelines, dependencies, risks and stakeholder communications
• Build alignment across Finance, Data, Technology and Compliance teams
• Develop executive-ready updates and presentations for senior stakeholders, including the CFO and CEO

Required qualifications

• 5-8 years of professional experience driving transformation or technology-enabled process improvement
• Hands-on experience building or shipping AI-enabled tools, workflows or automations
• Demonstrated ownership of cross-functional transformation initiatives from problem definition to measurable outcomes
• Proven project management skills across requirements, gap analysis, roadmaps, risk and change adoption
• Hands-on experience using generative AI, automation or agentic tools to ship real workflows
• Strong product and systems mindset
• Working understanding of AI capabilities, limitations and responsible use, including privacy, controls and human oversight
• Strong communication and influence, including with senior leaders and without direct authority
• Strong critical thinking, organization, attention to detail and judgment in ambiguous environments

Nice to have

• Strong grounding in core financial concepts and processes, such as accounting, treasury, FP&A or similar
• Hands-on experience in finance transformation initiatives and end-to-end finance data flows
• Experience in a complex, high-growth, fintech, financial services or regulated environment
• Proven experience in finance process optimization or system implementation
• Familiarity with NetSuite or similar ERP systems and other core Finance systems

Benefits

• Flexible working culture
• Incentive programs
• Unlimited PTO
• Generous paid parental leave
• Leading family support policies
• Company-sponsored 401k match
• Learning and wellness subscription stipend
• Casual dress code in the Union Square office
• Employer-sponsored insurance for you and your dependents, with several 100% Zip-covered choices

Before you apply

• Employment is at-will, and the company may change base salary and other compensation at any time
• Zip participates in the federal E-Verify program
• Applicants must confirm that all information provided is true and correct

About the company

Zip Co Limited (ASX: ZIP) is a digital financial services company offering point-of-sale credit and digital payment services. It operates in Australia, New Zealand and the US, connecting customers with a global network of merchants.