Senior Forward Deployed Engineer - Finance AI Enablement

Job Overview:

Omada has a dedicated AI Transformation & Enablement organization focused on embedding AI directly into how business functions operate. Rather than acting as a centralized innovation lab disconnected from day-to-day operations, this team deploys senior engineers directly into functions to partner with teams, understand their workflows, and build production AI systems that drive measurable business impact.

Finance is the next major deployment.

As the Sr. Forward Deployed Engineer supporting Finance, you will operate as the embedded AI engineering partner for the Finance organization — attending planning reviews, close cycles, forecasting discussions, operational reviews, and executive preparation processes to deeply understand how Finance operates today and how AI can transform it tomorrow. This is a 0→1 build with a team behind you, focused on turning ambiguous, high-value finance problems into production systems used by executives and operators every day. You will own each agent end-to-end: from discovery and prototyping, to shipping, monitoring, and iterating.

You will partner closely with the Sr. Director, Strategic Finance, who owns the Finance AI roadmap and business prioritization, while remaining part of Omada’s AI Transformation & Enablement engineering organization, where you will receive technical leadership, architecture guidance, peer collaboration, and engineering support from other Forward Deployed Engineers solving similar challenges across the company.

This role is highly cross-functional and combines elements of AI engineering, systems integration, workflow automation, product thinking, business partnership, and organizational enablement. You will design, build, deploy, monitor, and continuously improve AI-powered systems that help Finance teams operate more efficiently, improve accuracy and consistency, accelerate decision-making, and scale institutional knowledge.

The systems you build will operate within a highly regulated and compliance-sensitive environment that includes SOX, HIPAA, security, and data governance considerations. As part of the AI Transformation & Enablement organization, you will help shape the standards, governance patterns, and operational practices that define responsible enterprise AI adoption at Omada.

What You’ll Own:

Finance AI Integration & Knowledge Layer

Design and build the Finance-specific AI integration layer that connects AI systems to enterprise finance platforms, operational data, and institutional knowledge sources.

This includes:

• Integrating AI systems with platforms such as NetSuite, Adaptive Planning, FloQast, AWS, and internal data warehouses
• Building retrieval and knowledge systems over financial documentation, board materials, KPI definitions, investor communications, and forecasting models
• Developing reusable AI workflow and orchestration patterns for Finance use cases
• Enabling conversational and natural-language interaction with operational and financial data
• Partnering with central Engineering and AI platform teams to adopt and extend shared AI infrastructure patterns

You will design systems that allow Finance teams to progressively own configuration, evaluation, and operational management of AI workflows over time.

AI-Powered Financial Quality & Controls

Build AI-enabled quality assurance and validation systems that improve confidence, consistency, and operational rigor across Finance workflows.

Examples include:

• Metric reconciliation across reporting materials and presentations
• Narrative and KPI consistency validation
• Financial calculation verification
• Reporting integrity and formatting validation
• AI-assisted review workflows with human-in-the-loop oversight
• Evaluation and auditability patterns supporting SOX-aligned processes where applicable

You will help establish evaluation frameworks and review processes that ensure AI systems are reliable, measurable, and operationally trustworthy.

Operational Intelligence & Automation

Develop AI systems that continuously analyze operational and financial processes to surface insights, anomalies, optimization opportunities, and business risks.

Areas may include:

• Cost and spend monitoring
• Vendor and procurement analysis
• Contract and compliance monitoring
• Pricing and operational trend analysis
• Cloud and AI platform cost optimization
• Automated summarization, alerting, and root-cause analysis

You will focus on delivering practical AI solutions that improve operational efficiency and support faster, more informed decision-making.

Market, Earnings & Strategic Intelligence

Build AI-powered intelligence capabilities that help Finance leadership monitor external market activity and prepare executive-level materials more efficiently.

Examples include:

• Monitoring competitor activity, earnings calls, filings, and analyst commentary
• Supporting benchmarking and market intelligence workflows
• Assisting with earnings preparation, executive Q&A, and board preparation workflows
• Cross-referencing and validating data across financial narratives, trend reporting, and investor-facing materials

Financial Workflow & Narrative Automation

Develop AI-enabled workflows that accelerate operational execution and reduce manual effort across recurring Finance processes.

Examples may include:

• Monthly and quarterly reporting commentary
• Flash reports and KPI summaries
• Forecast and enrollment analysis
• Revenue and operational model validation
• Executive memo and board material drafting support

You will partner closely with Finance SMEs to ensure workflows remain operationally accurate, transparent, and trusted.

AI Evaluation, Enablement & Adoption