Finance AI & Transformation Analyst

Zip Co Limited

1d • $128,000 - $140,000 • Hybrid

About The Position

Zip is seeking a Finance AI & Transformation Analyst to help build the next generation of Finance operations within Finance Change & Transformation. This hands-on role applies transformation expertise and AI-enabled and process-driven solutions to modernize Finance processes and workflows. The analyst identifies high-friction processes and root causes, designs scalable improvements, finds opportunities for AI and automation, builds foundational workflows, and translates complex opportunities into clear business and technical requirements. The role structures plans, aligns stakeholders on outcomes, coordinates delivery, and resolves issues to achieve measurable business impact.

The position leads Finance transformation workstreams from problem diagnosis and requirements gathering through solution design, implementation, testing, change management, adoption, and impact measurement. It also prototypes and deploys AI-enabled workflows and automations in partnership with Finance teams and cross-functional partners. The opportunity is hybrid for US-based employees, with an expectation of three days per week in Zip’s Union Square Manhattan office.

Requirements

• 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.
• Ownership of cross-functional transformation initiatives from problem definition through implementation, adoption, and measurable outcomes.
• Project management skills spanning requirements, gap analysis, roadmaps, timelines, stakeholder management, risk, and change adoption.
• Hands-on experience using generative AI, automation, or agentic tools to design, prototype, and ship real workflows or products.
• Strong product and systems mindset, including identifying where AI and automation create value and translating business problems into clear requirements for technical teams.
• Working understanding of AI capabilities, limitations, and responsible use, including data quality, validation, privacy, controls, and human oversight.
• Strong communication and influence skills, including engaging senior leaders and driving cross-functional progress without direct authority.
• Critical thinking, organization, attention to detail, and sound judgment in ambiguous environments.

Nice To Haves

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

Responsibilities

• Identify Finance workflows where AI, automation, or agentic solutions can create meaningful business value.
• Prototype, test, and build agentic workflows and automations using LLM-based tools and no-code or low-code platforms.
• Translate Finance use cases into requirements covering workflows, data, controls, exceptions, human oversight, and success metrics.
• Partner with Accounting, Treasury, FP&A, Tax, Data, Engineering, and Agentic Platform teams to design, test, deploy, govern, and improve solutions.
• Lead transformation workstreams from diagnosing problems and gathering requirements through solution design, implementation, testing, change management, and impact measurement.
• Diagnose process, system, and control gaps and recommend scalable, standardized future-state solutions that reduce complexity.
• Own project plans, timelines, dependencies, risks, stakeholder communications, and day-to-day delivery.
• Measure outcomes through efficiency, accuracy, control effectiveness, adoption, and improved decision quality.
• Build alignment across Finance, Data, Technology, Compliance, and other teams; surface risks and keep work moving.
• Develop business cases, executive communications, documentation, training, and stakeholder feedback processes to support recommendations and adoption.
• Prepare executive-ready updates and presentations for senior stakeholders, including the CFO and CEO.

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
• Industry-leading, employer-sponsored insurance for employees and dependents, with several 100% Zip-covered choices available
• Potential bonus and/or equity awards as part of total compensation

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed