Among financial and investment analysts, AI is already used for a large share of the tasks. Measured exposure for financial and investment analysts: 57% (high).

Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.

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About the job

ZoomInfo is where careers accelerate. We move fast, think boldly, and empower you to do the best work of your life. You’ll be surrounded by teammates who care deeply, challenge each other, and celebrate wins. With tools that amplify your impact and a culture that backs your ambition, you won’t just contribute. You’ll make things happen fast.

We are building a Finance organization where modern AI systems and automated FP&A infrastructure handle the routine, freeing our team to do what great finance partners actually do: help the business execute and see around corners.

As Senior Analyst, Finance Transformation reporting to the SVP of Finance, you’ll take on high-impact projects to move our FP&A team into the top 1% of the AI era (we are well on our way there already). Having spent the last year establishing the foundation, we now need to leverage it to automate tasks, streamline processes, and build agents, micro-apps, and custom solutions from the ground up. We will deploy AI to capture real business value.

This is a hands-on transformation role. You’ll partner with Finance and business leaders to overhaul how we plan, forecast, manage costs, and generate insights. Combining financial discipline with a builder’s mindset, you’ll assess current workflows, design modern solutions, and influence stakeholders across teams.

Over time, this role will provide the opportunity to broaden into Corporate Development work, including M&A, debt financing, and other strategic initiatives.

As Senior Analyst, Finance Transformation, you’ll help transform our finance team - challenging convention and deploying modern AI infrastructure, automated systems and financial partnership. Reporting to the SVP of Strategic Finance, you’ll own high-impact projects that automate workflows, build practical AI-enabled tools, and meaningfully improve how the team operates and delivers insight.

This role is designed for a high-performing finance professional who is looking to apply AI to real business problems and deliver measurable value. Over time, you will also have the opportunity to contribute to Corporate Development initiatives, including M&A and debt financing.

WHAT YOU'LL DO:

Drive FP&A Modernization: Take ownership of high-impact projects to automate/ streamline processes while concurrently optimizing for quality

Build AI & Automation Solutions: Design and deploy custom tools, automated models, agents, and apps that eliminate friction and elevate the team's operational velocity. We have the right infrastructure here - just need to execute.

Redesign Planning & Forecasting: Partner with business and the finance team to re-engineer how we plan, forecast and manage costs in certain areas.

Scale Operational Efficiency: Continuously audit our FP&A architecture to ensure we are operating at our standard

Build Core Acumen: Develop a deep, foundational understanding of ZoomInfo’s business, products, customers, data and operating model.

WHAT YOU BRING:

Background & Analytical Excellence

Elite Problem-Solving: 2 - 4 years of rigorous analytical experience in management consulting, investment banking or corporate finance/strategy teams.

Advanced Modeling: Expert-level financial modeling capabilities; comfortable building complex, dynamic models from scratch.

Financial Fluency: Strong intuitive grasp of P&L mechanics, unit economics, and SaaS/technology business drivers.

Technical & AI-Enabled Modernization

Builder’s Mindset: Capable of leveraging modern tools, scripting, automation, and AI workflows to eliminate manual work and engineer new processes.

System Agility: Highly adaptable with data; quick to pick up new financial systems, data pipelines, and emerging technical tools.

Process Re-engineering: A natural inclination to look at a broken or manual workflow and say, "There has to be a better way," followed by actually building it.

Drive, Agility & Executive Potential

High Velocity & Ambition: Operates with a sense of urgency, thrives in ambiguous environments, and manages shifting project priorities with ease.

Executive Presence: Strong communication skills and the polish to present complex project outcomes and strategic recommendations to senior stakeholders.

Future Corp Dev Readiness: High intellectual curiosity with the foundational baseline required to rapidly master corporate finance mechanics.

QUALIFICATIONS

Experience : 2–4 years of professional experience, ideally coming out of management consulting, investment banking or corporate finance/strategy teams

Education : Bachelor’s degree in Finance, Economics, Computer Science, Engineering, or another highly analytical discipline; MBA or advanced quantitative background is a plus.

Technical Aptitude : Demonstrated comfort with advanced data manipulation, financial modeling, and AI /automation to solve operational problems.

#LI-JH1 #LI-Hybrid

Actual compensation offered will be based on factors such as the candidate’s work location, qualifications, skills, experience and/or training. Your recruiter can share more information about the specific salary range for your desired work location during the hiring process. We want our employees and their families to thrive.

In addition to comprehensive benefits we offer holistic mind, body and lifestyle programs designed for overall well-being. Learn more about ZoomInfo benefits here .

Below is the US base salary for this position. Additional compensation such as Bonus, Commission, Equity and other benefits may also apply. $102,550 — $161,150 USD

About us:

ZoomInfo (NASDAQ: GTM), the all-in-one AI GTM platform, enables sales, marketing, and customer success teams to execute their go-to-market strategy with confidence. Powered by the industry's most comprehensive B2B data, including more than 100 million companies, 500 million contacts, and billions of signals, ZoomInfo delivers the intelligence, automation, and integrations that modern revenue teams need to identify, engage, and convert their best buyers.

ZoomInfo is committed to protecting your privacy when you apply for jobs with us. Please review our Job Applicant Privacy Notice for more details on how we handle your personal information.

ZoomInfo may use a software-based assessment as part of the recruitment process. More information about this tool, including the results of the most recent bias audit, is available here .

ZoomInfo is proud to be an equal opportunity employer, hiring based on qualifications, merit, and business needs, and does not discriminate based on protected status. We welcome all applicants and are committed to providing equal employment opportunities regardless of sex, race, age, color, national origin, sexual orientation, gender identity, marital status, disability status, religion, protected military or veteran status, medical condition, or any other characteristic protected by applicable law. We also consider qualified candidates with criminal histories in accordance with legal requirements.

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. ZoomInfo does not administer lie detector tests to applicants in any location.