Finance Operations Transformation Manager

Bloomreach is building the world’s premier agentic platform for personalization .We’re revolutionizing how businesses connect with their customers, building and deploying AI agents to personalize the entire customer journey. • We're taking autonomous search mainstream, making product discovery more intuitive and conversational for customers, and more profitable for businesses. • We’re making conversational shopping a reality, connecting every shopper with tailored guidance and product expertise — available on demand, at every touchpoint in their journey. • We're designing the future of autonomous marketing , taking the work out of workflows, and reclaiming the creative, strategic, and customer-first work marketers were always meant to do. And we're building all of that on the intelligence of a single AI engine — Loomi — so that personalization isn't only autonomous…it's also consistent.From retail to financial services, hospitality to gaming, businesses use Bloomreach to drive higher growth and lasting loyalty. We power personalization for more than 1,400 global brands, including American Eagle, Sonepar, and Pandora. Our mission is to modernize end-to-end Finance and Accounting operations. The primary focus is processes and systems which will enhance financial and operational performance. This role will drive core operating strategy across many teams, with focus on processes, systems and delivering impact internally and to customer experience. The ideal candidate will have strong interest in process design, automation, using AI tools to build and transform workflows and operations. The initial focus is building new capabilities that help drive value realization by monitoring platform usage, working with sales to address overages and drive commercial discussions (overage fees, upsells, right sizing, remediation). Tasks and responsibilities • Analyze current-state finance processes, operations, workflows and governance. • Develop future-state process designs, business requirements, and project manage the implementation workflow, automation, analytics, and AI solutions. • Lead stakeholders discussions and change management activities. • Be hands-on to set up a manual process, own and operate process as needed, transition to ultimate team after new processes and automation has been implemented (Build > Operate > Transfer) • Build the operating cadence with business during transformation of a process. Initial project is to be the operations lead for resolution of platform overages (waiver fo fees, invoice fees, upsell, remediation of use by customer). This will require understanding of contractual terms, usage data, and assess reason for overage (such as use case limitations or design and implementation issues), cost and margin analysis, and reach commercial resolution. • Partner directly with Sales on overage, maintenance of overviews, and follow up on conversations, provide analysis, guidance, and negotiation support to protect revenue while maintaining customer relationships. • Identify patterns in overage and follow-up triggers to flag upsell or cost-saving opportunities. • Develop policies and framework for decision making. Plan for scaling operations to $500M+. • Spearhead initiatives to identify and implement improvements across finance operations, enhancing efficiency, accuracy, and compliance. • Develop and implement company-wide initiatives to identify and realize cost-saving opportunities. Leveraging process improvements, automation, and optimization initiatives to drive efficiency and maximize financial performance. • Assist in initiatives to document our processes and operations by creating process descriptions, guidelines, and procedures. • Work cross-departmental (e.g., with engineering, product, and sa