Senior Manager, Finance Transformation & AI

Posted Yesterday
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Santa Clara, CA, USA
In-Office
192K-307K Annually
Senior level
Software
The Role
Lead Finance AI transformation for FP&A and Treasury: identify and pilot high-value AI/automation use cases, build prototypes, define governance and controls, design finance data products and dashboards, drive adoption, and track measurable value realization across planning, forecasting, cash visibility, and controls.
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

The Data and Analytics (DnA) organization at Everpure is seeking a Senior Manager, Finance Transformation & AI to help FP&A and Treasury run AI, automation, analytics, and data as a core operating strategy — not a side project. You'll be genuinely hands-on — using modern AI tools to build working prototypes yourself (“vibe coding”) and prove what works. You'll be the business-facing strategy and adoption lead for DnA's AI Factory for Finance, our in-house capability for building, governing, and scaling AI-enabled Finance solutions.

Your Impact: You'll turn trusted data and AI capabilities into measurable improvements in planning accuracy, cash visibility, controls, and executive decision-making across the Office of the CFO. You'll partner directly with leadership across FP&A and Treasury to identify high-value AI opportunities, run focused pilots, and scale what works.

FP&A and Treasury remain accountable for their processes and outcomes; you'll be the catalyst that brings DNA-led AI and automation capabilities to life — translating high-priority opportunities into implemented solutions with the right governance, controls, and adoption. You'll lead through influence across Finance, DnA, and IT, with the opportunity to take on broader team leadership as the AI Factory scales.

WHAT YOU'LL DO

  • Work closely with FP&A and Treasury to identify high-value AI and automation use cases — from planning and forecasting to cash and liquidity management — and redesign the underlying processes so they can be AI-enabled.
  • Prioritize opportunities, prove them through focused pilots, and scale what works   with clear business cases, measurable impact, and practical adoption plans.
  • Partner with FP&A and Treasury leaders as business owners and with DnA, IT, Security, Internal Audit, and Legal to define responsible AI standards, controls, governance, access, and auditability for planning, forecasting, and treasury use cases.
  • Help design trusted finance data products, semantic layers, driver-based planning models, cash forecasting tools, dashboards, and AI-enabled capabilities that reduce manual work and improve decision-making.
  • Act as the bridge between FP&A, Treasury, DnA, and IT / Business Systems — translating planning, forecasting, and treasury requirements into delivery-ready process, data, control, and system requirements.
  • Build the operating cadence for transformation delivery, including intake, business cases, prioritization, milestones, risks, stakeholder updates, adoption metrics, and benefits realization.
  • Drive adoption of Finance AI capabilities through UAT, training, launch communications, standard work, operating routines, and feedback loops so new capabilities are trusted and used across FP&A and Treasury.
  • Define and track value realization for FP&A and Treasury AI initiatives — forecast accuracy improvement, cycle-time reduction, manual-effort reduction, cash visibility, adoption, control improvements, and stakeholder satisfaction.

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

You don't need to check every box. The core is deep FP&A and Treasury fluency, hands-on AI and automation experience, and the ability to lead transformation through influence — strength across several of the rest rounds out the profile.

  • Experience: 8+ years of experience in FP&A, treasury, financial planning, finance transformation, consulting, business systems, data / analytics, or related roles.
  • Finance core literacy: Strong understanding of core FP&A and Treasury processes, data structures, and workflows — including annual operating planning, driver-based forecasting, variance analysis, management reporting, cash forecasting, liquidity management, bank connectivity, working capital, and debt / investment management.
  • AI and automation track record: Demonstrated experience evaluating, piloting, or deploying one or more AI-enabled capabilities, such as GenAI, agentic AI workflows, AI / ML, predictive modeling, intelligent automation, analytics, or workflow solutions in FP&A, Treasury, or an enterprise-adjacent function.
  • Hands-on with emerging AI: Personal, hands-on exposure to experimenting with and championing emerging AI technologies — GenAI tools, intelligent automation, and building workable prototypes yourself (including “vibe coding”) — staying current and bringing new capabilities to the team early.
  • Data, systems & platforms: Experience with the platforms that run planning, forecasting, and treasury operations — EPM / planning tools (e.g., Anaplan, Workday Adaptive Planning, OneStream, Hyperion, SAP SAC), treasury management systems (e.g., Kyriba, GTreasury, SAP Treasury, FIS), ERP, cloud data platforms, and BI — with the ability to define requirements for finance data products, semantic layers, dashboards, and AI-enabled solutions.
  • Responsible AI and controls: Strong judgment around responsible AI, data governance, access controls, auditability, model risk, privacy, bias mitigation, SOX considerations, counterparty and cash-control risk, and human-in-the-loop review for financially material workflows.
  • Transformation leadership: Experience leading cross-functional transformation through influence — aligning business owners, technical teams, control partners, and executives around a practical roadmap and measurable outcomes — while managing multiple complex initiatives under tight timelines.
  • Communication: Ability to translate complex processes, data, and technology work into crisp executive updates, business cases, tradeoff discussions, launch plans, and adoption metrics.

#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:
$192,000$307,000 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

  • 8+ years of experience in FP&A, treasury, financial planning, finance transformation, consulting, business systems, data/analytics, or related roles.
  • Strong understanding of FP&A and Treasury processes, including planning, driver-based forecasting, variance analysis, management reporting, cash forecasting, liquidity management, bank connectivity, working capital, and debt/investment management.
  • Demonstrated experience evaluating, piloting, or deploying AI-enabled capabilities in FP&A, Treasury, or enterprise-adjacent functions (GenAI, ML, predictive modeling, intelligent automation).
  • Hands-on exposure to emerging AI technologies and building prototypes (GenAI tools, agentic AI workflows, "vibe coding").
  • Experience with planning and treasury platforms and related systems (EPM/planning tools such as Anaplan, Workday Adaptive Planning, OneStream, Hyperion, SAP SAC; treasury systems such as Kyriba, GTreasury, SAP Treasury, FIS; ERP; cloud data platforms; BI).
  • Strong judgment on responsible AI, data governance, access controls, auditability, model risk, privacy, bias mitigation, SOX considerations, and human-in-the-loop controls for financially material workflows.
  • Experience leading cross-functional transformation through influence across business owners, technical teams, control partners, and executives.
  • Excellent communication skills to translate complex processes, data, and technology into executive updates, business cases, launch plans, and adoption metrics.

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

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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.

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