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About the role
Partner with finance teams to identify and prioritize AI opportunities, map end-to-end processes, and select appropriate agent, automation, or SaaS-based solutions. Build and deploy AI agents and workflows, establish evaluations and governance controls, and drive adoption while measuring operational outcomes.
What they look for
Requirements
Requires at least seven years of relevant experience, including two years building and shipping AI agents or automations, plus hands-on development with AI coding assistants, APIs, and enterprise data. Candidates should have finance-domain knowledge, familiarity with AI methods and finance platforms, strong communication skills with finance leaders and auditors, and a bachelor's degree or equivalent practical experience.
Full description
AI Product Manager Expert
Requirement
Must have
- 7+ years in software development, product management, FP&A, Treasury, Accounting or finance
systems
- 2+ years building and shipping AI agents and automations yourself with tools such as Glean, Claude,
ChatGPT, Gemini or AWS Bedrock
- Hands-on development with AI coding assistants such as Claude Code, including APIs, integrations and
enterprise data
- Working knowledge of prompt and context engineering, retrieval-augmented generation (RAG), tool
use and AI evaluation
- Strong understanding of at least one finance area, such as FP&A, procure-to-pay, order-to-cash, GL,
revenue accounting or tax
- Hands-on experience with platforms such as Oracle Fusion, Anaplan, treasury, procurement, billing or
tax tools(Nice to have)
- Ability to earn trust with finance leaders and auditors, and to explain AI in clear business terms
- Bachelor's degree or equivalent practical experience
Responsibilities
- Partner with leaders across FP&A, Treasury (Procurement, Receivables and Payables) and Accounting
(Core GL Accounting, Revenue Accounting, Order Management, Tax and Enterprise Risk Management)
to find AI opportunities and define the problem, the users and how success will be measured
- Map finance processes end to end, such as plan-to-forecast, procure-to-pay, order-to-cash, record-toreport and the close, to find where AI can remove steps and manual effort
- Own the AI backlog for Finance, ranking requests by business value, effort, risk and strategic fit
- Triage each request and decide which type of solution will work: a custom AI agent, a low-code or nocode build, AI built into a SaaS application such as Oracle Fusion or Anaplan or a workflow automation
- Build solutions for forecasting and variance analysis, cash insight, procurement intake, collections,
invoice processing, close and reconciliations, revenue recognition, order management, tax research and
risk tracking
- Build and ship AI agents, Claude Projects and automated workflows yourself, from first prototype
through to production
- Write requirements for each solution, then develop it yourself with AI coding assistants such as Claude
Code, including APIs and integrations
- Set up evaluations for accuracy, traceability, financial controls and human review and apply AI
governance, security and privacy standards with Security, Legal, Internal Audit and Enterprise
Architecture
- Drive adoption with training and enablement, and track close cycle time, days sales outstanding, invoice
processing time and hours saved to set future priorities
Required Languages
English – Fluent (96–100%)
Location
México or India
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