Senior Analyst, Finance Transformation

We are building a Finance organization where modern AI systems and automated FP&A infrastructure handle the routine, freeing our team to do what great finance partners actually do: help the business execute and see around corners.

As Senior Analyst, Finance Transformation reporting to the SVP of Finance, you’ll take on high-impact projects to move our FP&A team into the top 1% of the AI era (we are well on our way there already). Having spent the last year establishing the foundation, we now need to leverage it to automate tasks, streamline processes, and build agents, micro-apps, and custom solutions from the ground up. We will deploy AI to capture real business value. 

This is a hands-on transformation role. You’ll partner with Finance and business leaders to overhaul how we plan, forecast, manage costs, and generate insights. Combining financial discipline with a builder’s mindset, you’ll assess current workflows, design modern solutions, and influence stakeholders across teams.

Over time, this role will provide the opportunity to broaden into Corporate Development work, including M&A, debt financing, and other strategic initiatives.

As Senior Analyst, Finance Transformation, you’ll help transform our finance team - challenging convention and deploying modern AI infrastructure, automated systems and financial partnership. Reporting to the SVP of Strategic Finance, you’ll own high-impact projects that automate workflows, build practical AI-enabled tools, and meaningfully improve how the team operates and delivers insight.

This role is designed for a high-performing finance professional who is looking to apply AI to real business problems and deliver measurable value. Over time, you will also have the opportunity to contribute to Corporate Development initiatives, including M&A and debt financing.

WHAT YOU'LL DO:

• Drive FP&A Modernization: Take ownership of high-impact projects to automate/ streamline processes while concurrently optimizing for quality
• Build AI & Automation Solutions: Design and deploy custom tools, automated models, agents, and apps that eliminate friction and elevate the team's operational velocity. We have the right infrastructure here - just need to execute. 
• Redesign Planning & Forecasting: Partner with business and the finance team to re-engineer how we plan, forecast and manage costs in certain areas.
• Scale Operational Efficiency: Continuously audit our FP&A architecture to ensure we are operating at our standard
• Build Core Acumen: Develop a deep, foundational understanding of ZoomInfo’s business, products, customers, data and operating model.

WHAT YOU BRING:

Background & Analytical Excellence

• Elite Problem-Solving: 2 - 4 years of rigorous analytical experience in management consulting, investment banking or corporate finance/strategy teams.
• Advanced Modeling: Expert-level financial modeling capabilities; comfortable building complex, dynamic models from scratch.
• Financial Fluency: Strong intuitive grasp of P&L mechanics, unit economics, and SaaS/technology business drivers.

Technical & AI-Enabled Modernization

• Builder’s Mindset: Capable of leveraging modern tools, scripting, automation, and AI workflows to eliminate manual work and engineer new processes.
• System Agility: Highly adaptable with data; quick to pick up new financial systems, data pipelines, and emerging technical tools.
• Process Re-engineering: A natural inclination to look at a broken or manual workflow and say, "There has to be a better way," followed by actually building it.

Drive, Agility & Executive Potential

• High Velocity & Ambition: Operates with a sense of urgency, thrives in ambiguous environments, and manages shifting project priorities with ease.
• Executive Presence: Strong communication skills and the polish to present complex project outcomes and strategic recommendations to senior stakeholders.
• Future Corp Dev Readiness: High intellectual curiosity with the foundational baseline required to rapidly master corporate finance mechanics.

QUALIFICATIONS

• Experience: 2–4 years of professional experience, ideally coming out of management consulting, investment banking or corporate finance/strategy teams
• Education: Bachelor’s degree in Finance, Economics, Computer Science, Engineering, or another highly analytical discipline; MBA or advanced quantitative background is a plus.
• Technical Aptitude: Demonstrated comfort with advanced data manipulation, financial modeling, and AI /automation to solve operational problems.

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