Industry Principal, Office of the CFO (Regulated Industries)

Highlights

• Help bank and insurer CFOs rethink planning, close and reporting with AI.
• Build governed finance data foundations with AI forecasting and reporting demos.
• Champion explainable, auditable AI adoption for finance leaders in regulated sectors.

Ideal candidate

Finance leader with deep Financial Services experience who has lived the close and forecasting cycles. Low-ego, AI-curious collaborator energized by helping CFOs adopt governed, auditable AI.

Requirements

• Meaningful experience inside a financial services organization in FP&A, controllership, finance transformation, or finance data and analytics
• Working knowledge of regulatory and statutory reporting in banking, insurance, or asset management
• Practical understanding of planning and forecasting, close and consolidation, profitability analysis, and internal controls
• Experience building, guiding, or evaluating AI and analytics applications in finance
• Record of measurable business impact and confidence advising CFOs and leadership teams
• Proven ability to partner with sales, solution engineering, product, and partners
• Bachelor's degree in finance, accounting, economics, information systems or equivalent; MBA, CPA, CFA preferred
• 15+ years across finance operations, finance technology, or finance consulting with significant time in Financial Services
• Willingness to travel for customer meetings, field events, and industry conferences