AI Transformation & Operations, Finance

Pagaya•New York, NY

16h•$140,000 - $180,000

About The Position

Pagaya is seeking an AI Transformation & Operations Lead to drive process re-design, automation, and scaling of Artificial Intelligence across its Corporate Finance organization. This role is a blend of Finance, Data, and Operations, requiring the individual to act as a hands-on partner to global finance teams (FP&A, Treasury, Accounting, and Finance Operations). The primary responsibilities include analyzing current workflows, identifying automation opportunities, and integrating AI tools into daily operations. The core mission is to modernize and streamline financial workflows for speed, accuracy, and scalability, with a key focus on establishing a reusable Finance Knowledge Infrastructure. The ideal candidate will possess corporate finance acumen, strong project management skills, and a passion for AI-driven business transformation.

Requirements

5+ years of experience in Corporate Finance, FP&A, Treasury, Accounting, Finance Operations, Business Operations, or Management Consulting.
Proven experience implementing AI tools, workflows, or software automation within a business context to drive tangible efficiency gains.
Distinct experience designing or overseeing processes using: AI & Productivity Tools (e.g., Claude, Gemini, ChatGPT, Cursor, or similar developer/LLM interfaces).
Distinct experience designing or overseeing processes using: Enterprise Infrastructure & Automation: CRM, ERP, and automation platforms (e.g., Salesforce, Workato, Jira, Gong, or financial systems equivalents).
Database and Data Management Experience, specifically with Snowflake.
Strong experience partnering with technical teams (Engineering, IT, Data Science) as well as non-technical stakeholders.
Ability to influence without authority and drive accountability across multiple functions and seniority levels.
Strong understanding of how corporate finance processes, reporting structures, and decision-making operate end-to-end.
Excellent written and verbal communicator able to translate complex data, technical operations, and financial analyses into clear, actionable reporting for senior leadership.
A global mindset with experience collaborating across international teams.
High bias toward execution, structured program management, and data-driven problem-solving.
Bachelor’s degree in Finance, Economics, Business Operations, Information Systems, or a related field.

Responsibilities

Partner closely with FP&A, Treasury, Accounting, and Finance Operations teams to map end-to-end workflows, diagnose operational bottlenecks, and identify pain points.
Translate complex financial challenges into scalable AI and data solutions, moving initiatives smoothly from concept to production.
Ensure solutions are deeply embedded into day-to-day workflows, prioritizing comprehensive, end-to-end operational improvements over standalone tools.
Build and maintain a structured finance knowledge library capturing process documentation, business rules, reporting definitions, and reusable analytical templates.
Enable AI systems and human teams to access consistent, high-quality institutional knowledge, reducing reliance on fragmented documentation.
Continuously recommend and roll out structural improvements to maximize efficiency, data quality, and compliance controls.
Conduct structured "AI opportunity audits" across finance functions, maintaining a clear, evolving transformation roadmap.
Evaluate and prioritize initiatives through an investment-led framework, quantifying impact across time savings, cost reduction, risk mitigation, and decision speed.
Own the delivery of 5–10 high-value AI and automation initiatives annually, tracking and reporting realized value to executive leadership.
Be a part of a global team of AI specialists within the organization and partner closely with Engineering, Data Science, and IT teams to design, test, and deploy AI-driven workflows and technical toolings customized for finance.
Evaluate and optimize the usage of the core technology stack, ensuring clear integration between standard enterprise software and next-gen productivity tools.
Serve as a bridge between global teams (e.g., U.S. and international offices) to ensure seamless operational alignment across time zones and leadership priorities.
Act as a champion for AI adoption across the finance department and guiding the finance team on where they can automate workflows and implement tooling.
Equip finance teams with the tools, playbooks, and training required to independently utilize AI-enabled tools, fostering a culture of continuous learning and experimentation.
Provide high-quality presentations, executive dashboards, and clear cross-functional updates highlighting project progress, risks, and strategic opportunities.