Job Description
Experience:
Manager Salary:
$150,000•$175,000 per year 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) 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. 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) #marketing #aws #ai #azure #saas #cloud #distributed-systems #product #backlog #data-pipelines #etl-processes #product-roadmap #automation-tools #product-lifecycle #data-mapping #user-story-creation #business-process-mapping #workflow-optimiazation #financial-data-modeling #tier1 Product Manager 3.0 3.0 out of 5 stars Key Biscayne, FL $150,000•$175,000 a year Leoforce 6 reviews $150,000•$175,000 a year Experience:
Manager Salary:
$150,000•$175,000 per year 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) 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. 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) #marketing #aws #ai #azure #saas #cloud #distributed-systems #product #backlog #data-pipelines #etl-processes #product-roadmap #automation-tools #product-lifecycle #data-mapping #user-story-creation #business-process-mapping #workflow-optimiazation #financial-data-modeling #tier1
