Senior Finance Transformation & Strategy PMO (BI / AI)
"What You'll Be Doing"
What You'll Be Doing
Lead Finance transformation programs end to end: build the roadmap for finance digitalization and AI transformation, prioritize projects, define scope, milestones, owners, and acceptance criteria, and run cross-functional delivery from requirements through launch, training, and continuous improvement.
Own financial BI and decision support by building a unified financial and operational metrics framework with consistent definitions and dashboards covering revenue, cost, profit, budget execution, cash flow, and operational efficiency.
Turn data into action: explain business changes and anomalies to management, identify opportunities in cost, efficiency, and resource allocation, and work with business teams to execute and track results.
Design finance solutions and automate processes by mapping finance processes, business rules, and system requirements into clear process designs, data models, and functional specs. Drive automation across bookkeeping, reconciliation, settlement, reporting, budgeting, and management analysis, and coordinate integration across ERP, finance platforms, data platforms, and business systems.
Improve data quality and control by strengthening reconciliation, exception handling, and data lineage so definitions stay consistent and key numbers remain traceable.
Land AI and Agent applications in Finance: identify high-value AI use cases across finance, business analysis, internal control, and audit support, and take them from prototype to production with product, data, and engineering teams, including intelligent analysis, anomaly detection, document processing, and knowledge retrieval. Define success metrics, human review, permissions, and audit trails.
Build compliance and internal control foundations by working with Finance, Legal, Compliance, IT, and Audit on gap assessments and remediation plans. Drive SOX-related controls, ITAC, and ITGC, and embed key controls into finance processes, systems, and data flows, including access, segregation of duties, change management, data integrity, and audit trail.
Keep leadership informed with clear executive updates on progress, risks, and trade-offs, acting as a force multiplier by driving alignment and execution clarity across teams.
What We're Looking For
5+ years of experience in finance products, finance digitalization, financial BI, or solutions roles, with a track record of turning finance requirements into system or data solutions and getting them adopted.
Solid understanding of finance operations, including general ledger, AP/AR, revenue recognition, reconciliation, settlement, budgeting, and audit, with the ability to identify business rules and key control points.
Strong data analysis capability: independently using SQL to query, validate, and analyze data, and familiarity with at least one mainstream BI tool. Able to define metrics, analyze performance, and turn findings into recommendations that management understands and teams can execute.
Experience designing solutions and building, integrating, or optimizing ERP, finance platforms, BI platforms, or automation systems, with the ability to work effectively with product and engineering.
Strong cross-functional project management skills: able to align multiple stakeholders, manage priorities and dependencies, and push through complex problems.
Understanding of internal control and auditability requirements for financial systems, and the ability to judge where AI fits in finance scenarios and help validate and roll it out.
Independent thinking and high ownership: comfortable challenging assumptions constructively, forming an independent point of view, and operating with a strong bias toward action.
Excellent communication and stakeholder management skills, including with senior executives.
Bonus Points
Experience with IPO preparation, SOX, ITAC, ITGC, or internal control build-out at a listed company.
Experience building management-oriented business analysis and financial BI systems, and explaining how analysis drives decisions.
Hands-on experience implementing LLMs, AI agents, enterprise knowledge bases, or finance intelligence applications.
Background in banking, payments, fintech, SaaS, e-commerce, or other high-volume businesses, with familiarity with trading, fund and asset flows, reconciliation, and finance operations in the digital asset industry considered a plus.
Bilingual in English and Mandarin, to collaborate across global teams.
About OKX
OKX is a leading global Web3 technology company and cryptocurrency exchange, dedicated to building the future of decentralized finance and digital asset ownership. With a robust presence and growing operations across Colombia, Argentina, and Mexico, we provide a secure, innovative, and user-friendly platform for millions worldwide to trade, invest, and explore the vast potential of the blockchain ecosystem. We're at the forefront of developing cutting-edge solutions, from advanced trading tools and DeFi protocols to immersive metaverse experiences and NFT marketplaces, all powered by our unwavering commitment to security and transparency. Our culture at OKX is driven by innovation, collaboration, and a passion for pushing the boundaries of what's possible in Web3. We foster an environment where bright minds are empowered to contribute to a decentralized future, thrive on challenging projects, and grow alongside pioneering technology. We value diversity of thought, encourage continuous learning, and believe in building a team that is as global and interconnected as the blockchain itself. Joining OKX means being part of a dynamic, fast-paced team that is shaping the next generation of the internet. If you're a blockchain professional eager to make a tangible impact and contribute to a truly global platform, OKX offers unparalleled opportunities. We're seeking visionary talent in LATAM to join our mission of making crypto and Web3 accessible to everyone, everywhere. Come build with us and play a pivotal role in accelerating the adoption of decentralized technologies, empowering individuals, and revolutionizing financial systems around the world.
Ready to Apply?
To submit your application for this position, please visit OKX's official website and follow their application process.