AI & Automation Program Lead, Finance Transformation

Posted Yesterday
Be an Early Applicant
Santa Clara, CA, USA
In-Office
138K-207K Annually
Senior level
Software
The Role
Lead the finance automation and AI program for the Chief Accounting Office: assess processes, build business cases, define roadmaps, design and implement automation (RPA, Alteryx, Power Automate, scripts), integrate with data/APIs/ERP, establish governance, and train finance teams to adopt scalable AI/automation solutions.
Summary Generated by Built In

We’re in an unbelievably exciting area of tech and are fundamentally reshaping the data storage industry. Here, you lead with innovative thinking, grow along with us, and join the smartest team in the industry.

This type of work—work that changes the world—is what the tech industry was founded on. So, if you're ready to seize the endless opportunities and leave your mark, come join us.

THE ROLE

At Everpure, we believe in harnessing the power of technology to elevate how we work. The Finance Transformation team is on a mission to modernize, streamline, and future-proof our finance and operational functions.

We are seeking a hands-on AI & Automation Program Lead, Finance Transformation. to drive our automation, AI, and process innovation efforts across the CAO (Chief Accounting Office) organization. This role requires a strong partnership mindset, working closely with business stakeholders to understand processes, identify opportunities, and deliver scalable automation and AI solutions that make a measurable impact.

If you enjoy collaborating across teams to solve operational challenges with technology, and want to take ownership of shaping our automation strategy, this role is for you.

WHAT YOU'LL DO

As the AI & Automation Program Lead, Finance Transformation, you will own the AI and automation program for the CAO / Finance Transformation organization. You will:

  • Partner with cross functional teams within the CAO organization and the wider part of the CFO Org to reassess business processes and identify areas for automation and AI innovation. Collaborate with IT, data engineering, security, and infrastructure teams to ensure scalable, secure, and maintainable deployments.
  • Document current and future states, and build business cases (ROI, risk, cost/benefit) for automation initiatives. 
  • Define a roadmap using tools, platforms, and technologies (e.g. RPA, low-code/no-code solutions, AI services, data integration tools) that align with the CFO strategies, Pure’s enterprise architecture and landscape.
  • Design, prototype, and implement automation solutions (e.g. Alteryx, Power Automate, bots, scripts, integrations) to streamline processes, reduce manual work, and improve data accuracy.
  • Serve as both a strategic advisor and hands-on executor, capable of configuring tools, integrating APIs, or building automations as needed.
  • Establish and maintain governance, controls, and documentation around automated and AI processes (e.g. audit trails, exception handling).
  • Train and enable finance and business teams to adopt and sustain automation solutions.
  • Stay current on emerging AI and automation trends, tools, and best practices to continuously evolve Everpure’s automation capabilities.

We are primarily an in-office environment and therefore, you will be expected to work from the Santa Clara, CA office in compliance with Everpure's policies, unless you are on PTO, or work travel, or other approved leave.

WHAT YOU BRING

We’re looking for someone who can bridge business needs and technical capabilities. The right candidate is analytical, collaborative, and execution-focused.

Required / Core Competencies

  • 7+ years of experience in business analysis, process improvement, or operations, preferably within finance, accounting, or shared services.
  • 2+ years of hands-on experience with automation, RPA, AI/ML, or workflow tools (e.g. Alteryx, Power Automate, UiPath, scripting).
  • Strong ability to map processes, elicit requirements, and perform gap analyses to identify improvement opportunities.
  • Proven experience designing and implementing automation or AI solutions in a business environment.
  • Solid understanding of data integration, APIs, and databases (SQL, ETL).
  • Excellent communication and stakeholder management skills with a mastery of being able to explain technical concepts to non-technical users.
  • Self-starter with the ability to lead end-to-end initiatives independently and deliver measurable results.
  • Experience working with enterprise systems (ERP, billing, financial, or accounting systems).

Preferred / Nice to Have

  • Experience with RPA platforms (UiPath, Automation Anywhere, Blue Prism, Power Automate).
  • Familiarity with AI/ML frameworks or services (AWS SageMaker, Azure ML, Google Vertex, OpenAI APIs).
  • Knowledge of governance, controls, and audit considerations for automated processes in finance.
  • Experience supporting change management and training for technology adoption.
  • Exposure to finance transformation or shared services environments.

#LI-TH3,  #LI-ONSITE


Salary ranges are determined based on role, level and location. For positions open to candidates in multiple geographical locations, the base salary range is reflective of the labor market across the applicable locations. 

This role may be eligible for incentive pay and/or equity. 

There is no application deadline and we accept applications on an ongoing basis until the job is filled.

The annual base salary range is:
$138,000$207,000 USD

WHAT YOU CAN EXPECT FROM US:

  • Innovation: We celebrate those who think critically, like a challenge, and aspire to be trailblazers.
  • Growth: We give you the space and support to grow along with us and to contribute to something meaningful. We have been named Fortune's Best Workplaces in Technology™, Fortune's Best Workplaces in the Bay Area™, and certified as a Great Place to Work®!
  • Team: We build each other up and set aside ego for the greater good.

And because we understand the value of bringing your full and best self to work, we offer a variety of perks to manage a healthy balance, including flexible time off, wellness resources, and company-sponsored team events. Check out purebenefits.com for more information.

ACCOMMODATIONS AND ACCESSIBILITY:

Candidates with disabilities may request accommodations for all aspects of our hiring process. For more on this, contact us at [email protected] if you’re invited to an interview.

OUR COMMITMENT TO A STRONG AND INCLUSIVE TEAM:

We’re forging a future where everyone finds their rightful place and where every voice matters. Where uniqueness isn’t just accepted but embraced. That’s why we are committed to fostering the growth and development of every person, cultivating a sense of community through our Employee Resource Groups and advocating for inclusive leadership.

Everpure is proud to be an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other characteristic legally protected by the laws of the jurisdiction in which you are being considered for hire.

Join us and bring your best.

Bring your bold.

Pure and simple.

Skills Required

  • 7+ years in business analysis, process improvement, or operations (preferably in finance, accounting, or shared services)
  • 2+ years hands-on experience with automation, RPA, AI/ML, or workflow tools (e.g., Alteryx, Power Automate, UiPath, scripting)
  • Proven experience designing and implementing automation or AI solutions in a business environment
  • Ability to map processes, elicit requirements, and perform gap analyses
  • Solid understanding of data integration, APIs, and databases (SQL, ETL)
  • Experience working with enterprise systems (ERP, billing, financial, or accounting systems)
  • Excellent communication and stakeholder management skills
  • Self-starter with ability to lead end-to-end initiatives independently and deliver measurable results
  • Work from the Santa Clara, CA office (primarily in-office role)
  • Experience with RPA platforms (UiPath, Automation Anywhere, Blue Prism, Power Automate)
  • Familiarity with AI/ML frameworks or services (AWS SageMaker, Azure ML, Google Vertex, OpenAI APIs)
  • Knowledge of governance, controls, and audit considerations for automated processes in finance
  • Experience supporting change management and training for technology adoption
  • Exposure to finance transformation or shared services environments

Everpure Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Everpure and has not been reviewed or approved by Everpure.

  • Equity Value & Accessibility Equity and stock purchase programs are described as meaningful parts of total compensation, with RSUs and an ESPP highlighted as strengths.
  • Strong & Reliable Incentives Sales compensation is structured to support long sales cycles, including policies that pay full commission until the first sale for new or white‑space accounts.
  • Healthcare Strength Health coverage is portrayed as comprehensive, with multiple medical options, fully covered vision, dental PPO choices, mental‑health resources, and company HSA contributions.

Everpure Insights

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Santa Clara, CA
4,090 Employees
Year Founded: 2009

What We Do

Pure Storage (NYSE:PSTG) helps innovators build a better world with data. Pure's data solutions enable SaaS companies, cloud service providers, and enterprise and public sector customers to deliver real-time, secure data to power their mission-critical production, DevOps, and modern analytics environments in a multi-cloud environment. One of the fastest growing enterprise IT companies in history, Pure Storage enables customers to quickly adopt next-generation technologies, including artificial intelligence and machine learning, to help maximize the value of their data for competitive advantage. And with a Satmetrix-certified NPS customer satisfaction score in the top one percent of B2B companies, Pure's ever-expanding list of customers are among the happiest in the world.

Similar Jobs

The Aerospace Corporation Logo The Aerospace Corporation

Director Sales

Aerospace • Artificial Intelligence • Cloud • Machine Learning • Software • Cybersecurity • Defense
Remote or Hybrid
4 Locations
4600 Employees

Square Logo Square

Strategic Programs Lead

eCommerce • Fintech • Hardware • Payments • Software • Financial Services
Remote or Hybrid
8 Locations
12000 Employees
164K-297K Annually

Wipfli Logo Wipfli

Senior, Transaction Advisory Services

Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Remote or Hybrid
United States
2900 Employees
88K-118K Annually

Wipfli Logo Wipfli

Manager, Advisory Accounting - Skilled Nursing Industry

Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Remote or Hybrid
United States
2900 Employees
107K-160K Annually

Similar Companies Hiring

Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Kepler  Thumbnail
Fintech • Software
New York, New York
6 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account