Product Manager

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Job details:
AI Product Manager / Finance & Tech Focused Organizations / Start-up / Entrepreneurial!! / AMAZING BONUSES

This Jobot Job is hosted by: Jillian Morgan
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Salary: $150,000 - $175,000 per year

A bit about us:

We are a finance-focused consulting and technology firm partnering with middle-market and private equity-backed companies to drive performance, visibility, and value creation.

Our team is made up of former:

• Top-tier consultants
• Finance operators
• Product and technology builders
  

We work directly with CFOs and leadership teams to:

• Improve financial planning and analysis (FP&A)
• Enhance cash flow visibility and working capital management
• Support M&A, transformation, and operational execution
  

Unlike traditional consulting firms, we combine:

• Hands-on execution
• Deep financial expertise
• Technology-enabled solutions
  

In addition to advisory work, we have built a proprietary financial platform designed to solve real-world finance challenges—connecting directly to systems like ERPs and banks to provide real-time visibility into cash, liquidity, and performance.

Our mission is simple:

• Help finance teams move faster, make better decisions, and operate with greater clarity.
  

The salary range listed does not include bonus, additional compensation perks.

Why join us?

Build Something That Actually Gets Used

You won’t be working on theoretical products or internal tools—you’ll help build solutions used daily by:

• CFOs
• Operators
• Private equity investors
• Work at the Intersection of Finance + AI + Product
  

This role sits in a unique position where you will:

• Apply finance expertise to real-world problems
• Translate those workflows into scalable technology
• Help shape AI-driven financial tools
• High Ownership, Low Bureaucracy
• Lean, entrepreneurial team
• Direct exposure to leadership
• Real influence on product and strategy
• Solve Real Problems (Not Just Report on Them)

Job Details

We are seeking an experienced AI Product Manager / Product Owner with strong financial domain expertise to help build and scale a next-generation financial platform for high-growth and private equity-backed businesses.

This role sits at the intersection of:

• Finance (FP&A, cash flow, reporting)
• Product (ownership, roadmap, delivery)
• Data & AI (ETL, automation, forecasting)
  

You will partner closely with:

• Business stakeholders (CFOs, operators)
• Engineering and data teams
• Internal consulting teams
  

This is a highly cross-functional role focused on building scalable, data-driven financial solutions.

Key Responsibilities
Product Ownership & Delivery

• Own and manage the product backlog, user stories, and priorities for financial platform initiatives
• Define product vision and roadmap aligned with business and client needs
• Translate business requirements into clear functional specifications and user stories
• Drive delivery through Agile/Scrum processes (sprint planning, backlog grooming, UAT, releases)
  

Finance + Domain Expertise
Bring strong understanding of:

• Cash flow forecasting (ideally 13-week cash flow)
• FP&A workflows and reporting
  

Ensure financial outputs and tools align with:

• Business needs
• Accuracy and compliance requirements
• Data, AI & Technology
  

Partner with engineering and data teams on:

• ETL processes and data pipelines
• Financial data integration (ERP, banking, APIs)
  

Support development of:

• AI-driven forecasting tools
• Automation of financial workflows
• Work with cloud-based systems (AWS, Azure, GCP) to enable scalable solutions
  

Stakeholder Collaboration

• Act as the primary liaison between business users and technical teams
  

Collaborate with:

• Finance teams
• Engineering
• Data / analytics teams
• Gather and refine requirements from internal and external stakeholders
  

Implementation & Optimization

• Support data integration, migration, and modernization initiatives
  

Ensure product solutions:

• Meet business objectives
• Scale effectively across clients
  

Drive continuous improvement of:

• Reporting
• Forecasting
• Financial processes
  

Required Qualifications
Strong experience as a:

• Product Owner / Product Manager / Business Analyst
  

Must have experience in the:

• Financial domain (FP&A, accounting, consulting, fintech, etc.)
  

Solid understanding of:

• ETL processes, data pipelines, and data integration
  

Experience working with:

• Cloud platforms (AWS, Azure, GCP)
  

Strong knowledge of:

• Agile / Scrum methodology
  

Ability to:

• Write clear user stories, acceptance criteria, and documentation
• Strong communication and stakeholder management skills
  

Preferred Qualifications
Experience in:

• Fintech, financial platforms, or consulting environments
• Startup or high-growth companies
  

Exposure to:

• AI / machine learning applications in finance
• Financial modeling / cash flow forecasting
  

Experience with:

• ERP systems (NetSuite, SAP, etc.)
• BI / analytics tools (Power BI, Tableau)

Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.

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