CareerPlan

Strategic Finance Manger, AI & Forecasting

Palo Alto, CAFull-time$117k2026-10-07 → 2026-11-11
Hybrid

Core

Redesigning the topline revenue forecasting process and long-range planning workflows using AI/LLM-based tools to replace legacy spreadsheet-driven approaches.

Role type

Senior strategic finance manager (FP&A) specializing in AI-native forecasting

Builds

AI-assisted modeling and reporting frameworks for revenue forecasting and annual planning

Domain

Insurance technology / AI / Financial Planning & Analysis

Deliverable

production ML models

Required skills

Strategic finance fundamentals, AI/LLM tool adoption, process redesign, scenario modeling, executive presentation, cross-functional partnership

Preferred skills

Investment banking or corporate development background, SQL/Python/low-code fluency, internal change management

Technologies

LLM-based agents, AI-powered modeling platforms, SQL, Python, low-code/AI tooling

Responsibilities

Lead the redesign of the topline revenue forecasting process using AI/LLM-based tools; Partner with Finance and Data Science to implement AI tools and agentic workflows; Drive long-range and annual planning process while building repeatable, AI-assisted modeling frameworks; Spearhead strategic finance activities applying AI-driven analysis to accelerate diligence and scenario modeling; Prepare Board materials and executive presentations incorporating AI-generated analysis; Act as an internal champion and educator for AI adoption within Finance

Seniority

Senior, hands-on IC