Lead the design, testing, governance, and implementation of AI-assisted workflows across Finance, Tax, Treasury, and Risk. Responsibilities include prompt and agent logic development, process mapping, requirements gathering, AI output validation, automation documentation, stakeholder collaboration, production transition, troubleshooting, and training. The role supports scalable, compliant finance transformation using tools such as Microsoft Copilot, Claude, Alteryx, and UiPath.
We are seeking a visionary AVP, Intelligent Automation & Process Enablement to spearhead our intelligent automation journey and empower process enablement within Finance Transformation. As a key leader, you will design, implement, and govern AI-assisted workflows across Finance, Tax, Treasury, and Risk. Your expertise will be pivotal in identifying process improvement opportunities, translating complex processes, and collaborating with cross-functional teams to achieve organizational goals. This role offers a unique opportunity to shape the future of finance automation at Cantor Fitzgerald Securities.
Responsibilities- Lead the design, testing, and implementation of AI-assisted workflows, utilizing advanced tools like Microsoft Copilot and Claude.
- Develop and refine prompts and agent logic to ensure high-quality, accurate automation outputs.
- Create and maintain comprehensive automation documentation, including workflow logic and robust guardrail frameworks.
- Validate AI-generated output, ensuring financial integrity and compliance before handover to relevant teams.
- Conduct comprehensive process mapping across Finance, Tax, Treasury, and Risk, identifying areas for efficiency enhancement and process redesign.
- Translate complex processes into clear functional requirements and user stories, facilitating seamless collaboration between technology and business teams.
- Partner with Technology and the Automation COE to transition automation prototypes into governed, production-ready solutions, ensuring scalability and reliability.
- Provide hands-on support for configuring, testing, and troubleshooting automation tools and AI applications, ensuring optimal performance.
- Establish and nurture strong relationships with various departments and stakeholders, fostering effective collaboration and communication.
- Assist in designing and delivering training materials to support the adoption of AI-assisted tools and processes across Finance functions, ensuring a smooth transition.
- Bachelor's degree in Finance, Accounting, IT, or a related field, with a strong academic background.
- 5-7 years of relevant experience, demonstrating a proven track record in automation and AI-enabled process improvement.
- Hands-on experience with LLM-based tools (e.g., Microsoft Copilot, Claude) and process mapping techniques, showcasing practical expertise.
- Proficiency in requirements gathering, user story development, and critical evaluation of AI outputs, ensuring high-quality automation.
- Excellent communication skills, with the ability to effectively translate technical concepts for diverse audiences, including both technical and non-technical stakeholders.
- Strong client-facing skills, building trusted partnerships across multiple functions, and a proven ability to establish credibility.
- Experience working in a finance automation or transformation environment, supporting the design, testing, and deployment of automated and AI-enabled workflows.
- Working knowledge of Microsoft 365 and automation tools (e.g., Alteryx, UiPath) is highly advantageous.
- Familiarity with AI governance and control frameworks within a regulated finance context, ensuring compliance and integrity.
- Hybrid role with a focus on office-based collaboration (4 days per week in NYC), fostering a dynamic and collaborative work environment.
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Cantor Fitzgerald New York, New York, USA Office
499 Park Avenue, New York, NY, United States, 10022
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