Senior Finance Transformation & Strategy PMO (BI / AI)

As a Senior Finance Transformation & Strategy PMO at OKX, you drive Finance's digital and AI transformation across the Intelligence & Performance team. You connect finance, business, product, data, and engineering teams, turning operational and financial management needs into workable processes, data products, and system solutions. Your goal is to raise financial operating efficiency and data quality, give management reliable BI and actionable insight, and help build the financial systems and internal controls the company needs as it scales. This is a high-ownership role for someone who wants to build, not just coordinate.

What you'll do

• Lead Finance transformation programs end to end by building the roadmap for finance digitalization and AI transformation, prioritizing projects, and defining scope, milestones, owners, and acceptance criteria. 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 by explaining business changes and anomalies to management, identifying opportunities in cost, efficiency, and resource allocation, and working with business teams to execute and track the 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 that definitions are consistent and key numbers are traceable.
• Land AI and Agent applications in Finance by identifying high-value AI use cases across finance, business analysis, internal control, and audit support. 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 by providing clear executive updates on progress, risks, and trade-offs, and act as a force multiplier by driving alignment and execution clarity across teams.

What you bring

• 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.
• A 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, including the ability to independently use SQL to query, validate, and analyze data, and knowledge of at least one mainstream BI tool. You can 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 to align multiple stakeholders, manage priorities and dependencies, and push through complex problems.
• An 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. You challenge assumptions constructively, form your own point of view, and operate with a strong bias toward action.
• Excellent communication and stakeholder management skills, including with senior executives.

Nice to have

• 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.
• A background in banking, payments, fintech, SaaS, e-commerce, or other high-volume businesses. Familiarity with trading, fund and asset flows, reconciliation, and finance operations in the digital asset industry is a plus.
• Bilingual capability in English and Mandarin to collaborate across global teams.

About OKX

OKX is a leading crypto exchange and developer of OKX Wallet, giving millions access to crypto trading and decentralized applications (dApps). OKX is trusted by hundreds of large institutions seeking access to crypto markets and is backed by Proof of Reserves. OKX is part of OKG, a group that brings the value of blockchain to users around the world through leading products including OKX, OKX Wallet, and OKLink.