Job Description
AI Product Manager / Finance & Tech Focused Organizations / Start-up / Entrepreneurial!! / AMAZING BONUSES This Jobot Job is hosted by: Jillian Morgan Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary:
$150,000 - $175,000 per year A bit about us: We are a high-growth consulting and technology firm partnering with middle-market and private equity-backed companies to improve financial visibility, operational performance, and decision-making. Our team combines backgrounds from:
Finance & FP&A Consulting & transformation Product & technology Data & analytics We work directly with CFOs, operators, and investors to solve real-world financial and operational challenges through a combination of: Strategic advisory Hands-on execution Technology-enabled solutions In addition to consulting, we have built a proprietary financial platform that integrates directly with ERP systems, banking platforms, and operational data sources to provide real-time insight into: Cash flow Liquidity KPI performance Forecasting and operational metrics We are now investing heavily in scaling the product organization and building next-generation AI-enabled financial tools. The salary range listed does not include bonus or additional compensation/perks. Why join us? Build Products That Actually Matter You won't be working on internal tools or theoretical products. You'll help build technology used daily by: CFOs Finance leaders Operators Private equity investors High-growth businesses Work at the Intersection of Finance + AI + Product This role sits in a uniquely strategic position where you will: Translate complex financial workflows into scalable technology Help shape AI-enabled financial products Drive digital transformation initiatives Influence product strategy and roadmap decisions directly High Ownership, Real Impact Lean, entrepreneurial environment Direct access to leadership Ability to influence product direction immediately Opportunity to help build and scale product functions from the ground up Solve Real Operational Problems Our platform is designed to improve how businesses operate - not just how they report. You'll help create scalable solutions that improve visibility, automation, forecasting, and decision-making for real finance teams. Job Details We are seeking a finance-oriented Product Manager / Product Owner to help lead and scale a next-generation financial platform focused on integrations, KPI frameworks, performance metrics, and AI-enabled financial workflows. What You'll Do Product Ownership & Roadmap Own key areas of the product roadmap related to finance workflows, integrations, KPI frameworks, and reporting Define and prioritize product initiatives aligned to business and client needs Translate business, operational, and financial requirements into clear product specifications and user stories Drive execution through Agile/Scrum processes including sprint planning, backlog grooming, testing, and releases Financial & Operational Product Strategy Apply strong understanding of: FP&A workflows Cash flow visibility Financial metrics and KPI frameworks Operational reporting and analytics Ensure products and outputs align with: Real business needs Scalability Commercial impact Data accuracy and usability Integrations & Data Partner closely with engineering and data teams to: Support ERP, banking, and third-party integrations Improve financial data flows and reporting structures Help shape scalable API and integration strategies Support modernization and automation initiatives AI & Emerging Technologies Support development of AI-enabled financial features and automation tools Evaluate practical AI applications that improve forecasting, reporting, and operational workflows Bring a commercially focused approach to AI product development Stakeholder Collaboration Serve as the bridge between finance, product, engineering, and business stakeholders Gather requirements and feedback from users and leadership teams Collaborate cross-functionally to drive product adoption and execution Continuous Improvement Use product data, user feedback, and market insights to improve workflows and product functionality Help establish scalable product processes and frameworks as the platform continues to grow What We're Looking For Required Experience as a Product Manager, Product Owner, Product Analyst, or similar product-focused role Strong exposure to finance, FP&A, fintech, analytics, consulting, or operational finance environments Experience working closely with software engineering and technical teams Strong understanding of financial metrics, reporting workflows, and KPI frameworks Experience supporting integrations, APIs, or financial systems connectivity initiatives Experience participating in digital transformation or product modernization initiatives Strong Agile/Scrum experience Ability to write user stories, acceptance criteria, and product documentation Strong communication and stakeholder management skills Entrepreneurial mindset with strong ownership mentality Preferred Experience within fintech, financial platforms, SaaS, analytics, or consulting environments Exposure to AI-enabled products or automation tools Experience with ERP systems such as NetSuite, SAP, Intacct, etc. Experience with BI/reporting tools such as Power BI or Tableau Experience helping scale products, product organizations, or product functions within high-growth environments Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. 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