Product Manager

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.

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