North America GTM Finance AI & Automation Lead

Lenovo•Morrisville, NC

About The Position

The North America GTM Finance AI & Automation Lead identifies and delivers practical AI, automation, and analytics solutions across Finance, while serving as a strategic finance partner to business, Sales, and Operations leaders. The role modernizes recurring finance workflows—including planning, forecasting, reporting, close, reconciliations, data preparation, and routine analysis—by replacing or improving legacy spreadsheets and related processes with suitable, governed tools. The position builds solutions using tools such as Microsoft Copilot, Power BI, Power Query, Power Automate, AI agents, prompts, and other approved low-code or analytics platforms. It translates finance logic and business rules into requirements, data models, dashboards, workflows, and controlled AI-assisted processes; prototypes and validates solutions with Finance users; and moves successful pilots into documented, supported production workflows. Success is measured through time and cycle-time savings, fewer errors, adoption, control effectiveness, and improved decision support. The role also evaluates growth opportunities, business risks, resource trade-offs, and performance drivers, and communicates financial and operational insights to varied stakeholders. Working closely with Finance Systems, IT, data engineering, security, risk, and system owners, the lead translates between Finance and technical teams, supports governance and deployment, gathers user feedback, resolves defects, and improves solutions after launch.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, Business, Information Systems, or a related field; the basic requirements also specify a bachelor's degree.
At least 5 years of experience in technology, manufacturing, consulting, or another complex global organization.
At least 5 years of finance experience.
Strong grounding in core FP&A work, including financial modeling, planning, forecasting, variance analysis, management reporting, and business partnership.
Demonstrated experience delivering AI, automation, analytics, or digital-transformation solutions for Finance, from problem definition through implementation and user adoption.
Hands-on experience with Microsoft Copilot and Power BI, plus practical experience with prompts, workflow automation, or AI agents in a business setting.
Ability to document finance requirements, map processes and data flows, define acceptance criteria, test outputs, and work effectively with IT and data teams.
Strong communication, facilitation, training, change-management, and commercial business stakeholder-influence skills.

Nice To Haves

MBA, CPA, CFA, or a relevant finance, analytics, automation, or technology certification.
Understanding of internal controls, reconciliation, auditability, responsible AI, data privacy, access management, and finance data governance.
Experience leading multi-year roadmaps, process improvement, project management, or enterprise change initiatives.

Responsibilities

Identify and prioritize high-value automation opportunities across planning, forecasting, reporting, close, reconciliations, data preparation, and routine analysis.
Inventory legacy Excel workbooks, linked files, macros, reports, and recurring workflows, and redesign them with fit-for-purpose tools.
Build and implement finance solutions using Microsoft Copilot, Power BI, Power Query, Power Automate, AI agents, prompts, and other approved low-code or analytics tools.
Design reusable prompts, agent instructions, workflows, templates, and quality checks to help Finance complete routine work faster and more consistently.
Translate finance logic and business rules into functional requirements, data models, dashboards, automated workflows, and controlled AI-assisted processes.
Prototype solutions with finance users, validate outputs against trusted sources, and transition successful pilots into supported, documented production workflows.
Measure solution value through time saved, cycle-time reduction, error reduction, adoption, control effectiveness, and improved decision support.
Partner with business, Sales, and Operations leaders, translating financial and operational data into recommendations.
Evaluate growth opportunities, business risks, resource trade-offs, and performance drivers through financial analysis.
Communicate financial, operational, and reporting insights to technical and non-technical stakeholders.
Translate Finance pain points into technical requirements and explain technical options, trade-offs, and risks in practical finance terms.
Partner with Finance Systems, IT, data engineering, security, risk, and system owners on architecture, source-data access, permissions, deployment, support, and governance.
Gather user feedback, resolve defects, and continuously improve solutions after launch.