Director of Finance Technology and Transformation

The role

You will own the strategy, roadmap and improvement of Finance Technology across Strategic Finance and FP&A. Your focus is enterprise planning, forecasting, workforce planning, reporting, and using automation and AI in Finance.

What you will do

• Own the strategy, roadmap, governance and evolution of Finance Technology, including enterprise planning (Planful), forecasting systems, reporting, automation and AI enablement.
• Build a scalable approach to workforce planning across Finance, Recruiting, People Systems and hiring managers.
• Partner with Finance leadership and senior executives across Product, Technology and HR to identify planning needs and prioritize investments.
• Evaluate Finance technology investments, including automation, AI tools and build-versus-buy decisions, and make recommendations to Zocdoc leadership.
• Translate Finance requirements into technology roadmaps and work with Finance Systems, Data & Analytics Engineering, HR Systems, IT and external vendors.
• Lead implementation, integration, configuration, adoption and optimization of planning and forecasting capabilities.
• Identify opportunities to automate recurring planning, forecasting, reporting, data-ingestion, variance-analysis and commentary workflows.
• Evaluate practical uses of AI within existing Finance systems, considering data quality, security, compliance and controls.
• Establish governance and best practices for planning systems, financial models, forecasting processes, data ownership, testing and change management.
• Lead cross-functional technology initiatives from business case through implementation to measurable outcomes.

Required qualifications

• 10+ years of experience in FP&A, Finance Systems, Corporate Finance, Finance Transformation, or another analytical role supporting financial planning technology.
• Experience owning Finance technology strategy, including enterprise planning systems, forecasting processes and the technology roadmap.
• Experience leading one or more enterprise planning system implementations or major enhancements (Planful, Adaptive, Pigment, Anaplan, or similar).
• Deep understanding of financial planning, budgeting, forecasting and financial modeling processes.
• Experience translating Finance business requirements into technology strategy and partnering with Finance Systems, Data & Analytics Engineering, HR Systems, IT and external vendors.
• Demonstrated success leading complex, cross-functional initiatives and influencing senior stakeholders without direct authority.
• Experience evaluating Finance technology investments, automation opportunities and emerging AI capabilities.
• Strong project management, stakeholder management and influencing skills.
• Excellent communication skills, translating complex technical concepts into clear business recommendations for Finance and executive leadership.

Nice to have

• Relevant experience in technology, SaaS, healthcare or marketplace businesses.

Benefits

• Flexible, hybrid work environment at the Soho location
• Unlimited Vacation
• 100% paid employee health benefit options (medical, dental and vision)
• Commuter Benefits
• 401(k) with employer funded match
• Corporate wellness program with Wellhub
• Sabbatical leave (for employees with 5+ years of service)
• Competitive paid parental leave and fertility/family planning reimbursement
• Cell phone reimbursement
• Catered lunch every day along with beverages and snacks
• Employee Resource Groups and ZocClubs

Before you apply

• Certain positions are eligible for variable pay and/or equity; the recruiter will discuss full compensation details.

About the company

Zocdoc is a digital health marketplace that helps patients find and book in-network care. Founded in 2007, it is a private company with a mission to give power to the patient.