AI Transformation & Operations, Finance

We are seeking a AI Transformation & Operations Lead to drive process re-design, automation, and scaling of Artificial Intelligence across our Corporate Finance organization. This position sits at the intersection of Finance, Data, and Operations, acting as a hands-on partner to our global finance teams (including FP&A, Treasury, Accounting, and Finance Operations) to analyze current workflows, identify high-impact automation opportunities, and aggressively embed AI tools into our daily operations.

The core mission is to modernize and streamline our financial workflows for maximum speed, accuracy, and scalability. A primary focus will be establishing a reusable Finance Knowledge Infrastructure—capturing processes, decision logic, and data flows in a structured way that eliminates tribal knowledge and enables robust AI augmentation. The ideal candidate brings a blend of corporate finance acumen, strong project management skills, and a passion for AI-driven business transformation.

• Partner closely with FP&A, Treasury, Accounting, and Finance Operations teams to map end-to-end workflows, diagnose operational bottlenecks, and identify pain points.
• Translate complex financial challenges into scalable AI and data solutions, moving initiatives smoothly from concept to production.
• Ensure solutions are deeply embedded into day-to-day workflows, prioritizing comprehensive, end-to-end operational improvements over standalone tools.

• Build and maintain a structured finance knowledge library capturing process documentation, business rules, reporting definitions, and reusable analytical templates.
• Enable AI systems and human teams to access consistent, high-quality institutional knowledge, reducing reliance on fragmented documentation.
• Continuously recommend and roll out structural improvements to maximize efficiency, data quality, and compliance controls.

• Conduct structured "AI opportunity audits" across finance functions, maintaining a clear, evolving transformation roadmap.
• Evaluate and prioritize initiatives through an investment-led framework, quantifying impact across time savings, cost reduction, risk mitigation, and decision speed.
• Own the delivery of 5–10 high-value AI and automation initiatives annually, tracking and reporting realized value to executive leadership.

• Be a part of a global team of AI specialists within the organization and partner closely with Engineering, Data Science, and IT teams to design, test, and deploy AI-driven workflows and technical toolings customized for finance.
• Evaluate and optimize the usage of the core technology stack, ensuring clear integration between standard enterprise software and next-gen productivity tools.
• Serve as a bridge between global teams (e.g., U.S. and international offices) to ensure seamless operational alignment across time zones and leadership priorities.

• Act as a champion for AI adoption across the finance department and guiding the finance team on where they can automate workflows and implement tooling
• Equip finance teams with the tools, playbooks, and training required to independently utilize AI-enabled tools, fostering a culture of continuous learning and experimentation.
• Provide high-quality presentations, executive dashboards, and clear cross-functional updates highlighting project progress, risks, and strategic opportunities.

• Experience: 5+ years of experience in Corporate Finance, FP&A, Treasury, Accounting, Finance Operations, Business Operations, or Management Consulting.
• AI & Automation Track Record: Proven experience implementing AI tools, workflows, or software automation within a business context to drive tangible efficiency gains.
• Technical Fluency: Distinct experience designing or overseeing processes using:
• AI & Productivity Tools: (e.g., Claude, Gemini, ChatGPT, Cursor, or similar developer/LLM interfaces).
• Enterprise Infrastructure & Automation: CRM, ERP, and automation platforms (e.g., Salesforce, Workato, Jira, Gong, or financial systems equivalents).
• Database and Data Management Experience, specifically with Snowflake
• Cross-Functional Leadership: Strong experience partnering with technical teams (Engineering, IT, Data Science) as well as non-technical stakeholders. Ability to influence without authority and drive accountability across multiple functions and seniority levels.
• Finance Domain Expertise: Strong understanding of how corporate finance processes, reporting structures, and decision-making operate end-to-end.
• Communication Skills: Excellent written and verbal communicator able to translate complex data, technical operations, and financial analyses into clear, actionable reporting for senior leadership.
• Mindset: A global mindset with experience collaborating across international teams. High bias toward execution, structured program management, and data-driven problem-solving.
• Education: Bachelor’s degree in Finance, Economics, Business Operations, Information Systems, or a related field.

Pagaya was founded in 2016 by seasoned research, finance, and technology entrepreneurs with our head quarters located in NYC and Tel Aviv. 

We move fast and smart, identifying new opportunities and building end-to-end solutions from AI models and unique data sources. Every Pagaya team member is solving new and exciting challenges every day in a culture based on partnership, collaboration, and community.

• Continuously Learn- We challenge ourselves for the sake of getting better as individuals, as teams, and as an organization to deliver for our partners.
• Debate and Commit- We respectfully and openly debate to strengthen our ideas and build shared conviction - once we decide, we go all in, together.
• Dream Big and Act- We boldly tackle complex problems, pressure-test solutions in real-time, and adapt with speed and energy.
• Advance Inclusion- We create a world where everyone can win, designing systems that better represent people and generate sustainable value for our employees, partners and investors.
• Be Accountable Together- We proudly own our actions and our results, taking initiative to ensure our work gets over the finish line as a team.

We believe health, happiness, and productivity go hand-in-hand. That's why we're continually looking to enhance the ways we support you with benefits programs and perks that allow every Pagayan to do the best work of their life.