Finance Systems & AI Lead

ZoomInfo Technologies LLC•Bethesda, MD

1d•$77,630 - $121,990•Hybrid

About The Position

ZoomInfo is building a finance function where automation and AI handle the routine, freeing the team to focus on insight, decision support, and the work that actually moves the business. The company has a solid data foundation and a real, hardened, and in-production AI platform. This role will own the core systems, improve them, and push the boundaries of what's possible. The Finance Systems & AI Lead will own the governance, maintenance, and optimization of the FP&A tech stack, centered on Microsoft Fabric and the internal AI platform. This role will be the architect of future advancements, including agentic workflows, intelligent automation, and AI-embedded systems to enhance the finance team's speed and sharpness. The individual will build, ship, and own outcomes end-to-end, empowering the team to do the same.

Requirements

Technical depth: hands-on by default, writes SQL, builds data pipelines, works with LLMs in production, built things in Microsoft Fabric, Snowflake, or equivalent cloud-native data platforms, understands how financial data flows from source systems to models to decisions and architects with that full picture in mind.
AI fluency: builds with AI tools, shipped agentic workflows or AI-integrated applications in a real professional setting, stays current on what's newly possible and translates curiosity into things that work and scale.
Finance instinct: understands FP&A well enough to know what the team needs, has worked alongside or within finance organizations and can speak the language of forecasts, variance analysis, and business drivers.
Platform expertise: hands-on experience with at least one FP&A/Enterprise Planning Management platform (e.g. Anaplan, Pigment, Workday Adaptive, Oracle EPM, or similar) and understands how modern planning systems are architected and integrated.
Ownership mentality: proactively identifies gaps, drives improvements and doesn't leave a degraded process for someone else to inherit.
4–6 years of experience blending finance systems, data engineering, and AI/ML with demonstrated hands-on delivery throughout
Proficiency in SQL and/or DAX; comfortable building dimensional data models, writing stored procedures & CTEs, and scripting automation end-to-end
Hands-on experience with Microsoft Fabric, Snowflake, or equivalent cloud-native data platform tooling
Experience building with LLMs in production, including prompt engineering, agentic frameworks, and evaluation/guardrail design
Active, daily AI user- leveraging tools like Claude Code/Cowork, ChatGPT, or Cursor as part of a professional workflow for coding, analysis, research, or documentation.
Power BI semantic modeling and dashboard development experience
Strong communicator - able to bridge finance and technical stakeholders clearly and credibly

Responsibilities

Own the end-to-end architecture and governance of our FP&A tech stack, including Microsoft Fabric and our internal AI platform
Lead platform enhancements and infrastructure improvements with scalability and long-term maintainability in mind
Partner with Finance, IT, engineering and business stakeholders to ensure systems continuously meet operational and strategic needs
Drive our evolution toward agentic finance - designing and deploying autonomous workflows that automate reporting, insight generation, forecasting, variance analysis, and beyond
Build AI-integrated tools, agents and apps (within our AI Platform) embedded directly into Finance workflows
Establish evaluation frameworks, guardrails, and responsible AI practices to ensure outputs are reliable, auditable, and compliant
Design and maintain star-schema data models in Microsoft Fabric; write SQL stored procedures for transformations, forecast calculations, and financial logic
Build and optimize data pipelines connecting to Snowflake or other source systems
Develop semantic models in Fabric / Power BI to support Finance and executive reporting surfaces
Be the force multiplier for the FP&A team- eliminating friction from recurring workflows so we can spend our time on insight, not maintenance
Enable the team to build dashboards, automation tools, agents, and applications that compound the team's output
Work closely with FP&A and Corp Finance to understand process pain points and engineer durable solutions