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Financial Analyst II – Agentic AI PO Operations & Governance

Role overview

Qualifications

  • High School Diploma or Equivalent required; Bachelor’s degree preferred
  • 5+ years of Finance, Order-to-Cash, Commercial Operations, or Finance Transformation experience
  • Experience with enterprise platforms (Salesforce, SAP, Oracle, or similar)
  • Strong analytical, stakeholder management, and continuous improvement skills

Responsibilities

  • Monitor daily AI PO intake, validation performance, and operational health
  • Own Finance exception management for PO-to-Quote mapping, validation failures, duplicate POs, blanket POs, pricing, customer master, and billing eligibility
  • Coordinate timely resolution with Sales, Project Managers, Finance, Customer Experience, Commercial Operations, and Master Data teams
  • Serve as Finance business lead for platform enhancements, partnering with Development and CERT on roadmaps, business requirements, testing, process rules, and production releases

About the company

Thermo Fisher Scientific logo

Thermo Fisher Scientific

About Thermo Fisher Scientific Thermo Fisher Scientific Inc. is the world leader in serving science, with annual revenue of approximately $40 billion. Our Mission is to enable our customers to make the world healthier, cleaner and safer. Whether our customers are accelerating life sciences research, solving complex analytical challenges, increasing productivity in their laboratories, improving patient health through diagnostics or the development and manufacture of life-changing therapies, we are here to support them. Our global team delivers an unrivaled combination of innovative technologies, purchasing convenience and pharmaceutical services through our industry-leading brands, including Thermo Scientific, Applied Biosystems, Invitrogen, Fisher Scientific, Unity Lab Services, Patheon and PPD. For more information, please visit www.thermofisher.com.

Company details

Company size10001

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Job description

Work Schedule

Standard (Mon-Fri)

Environmental Conditions

Office

Job Description

At Thermo Fisher Scientific, our Finance teams are important to our business and functional teams to make educated, sound decisions that drive our Mission and make us a stable and trusted industry leader. From Financial Planning & Analysis, Tax, Treasury, Financial Reporting, Audit, Investor Relations, Strategy & Corporate Development to Accounting, our Finance functions have a diverse and global presence, providing significant opportunities to develop outstanding career experiences and perspectives.

How you will make an impact:

The Clinical Trials Division (CTD) is part of the Pharma Services Group (PSG) to support Pharmaceutical, Biotechnology, and Medical Device companies in planning, supplying, and executing clinical trials.

Position Summary

Lead the operational finance governance of Thermo Fisher’s Agentic AI Purchase Order (PO) Intake Validation and Quote Matching Solution. This role is responsible for owning the monitoring of AI-driven PO intake, PO-to-Quote mapping, exception validations, coordinating cross-functional resolution, and partnering with Development and CERT (Customer Experience Resolution) teams to continuously enhance AI logic, automation, and platform capabilities supporting the Quote-to-Cash process.

Key Responsibilities

  • Monitor daily AI PO intake, validation performance, and operational health.
  • Own Finance exception management for PO-to-Quote mapping, validation failures, duplicate POs, blanket POs, pricing, customer master, and billing eligibility.
  • Coordinate timely resolution with Sales, Project Managers, Finance, Customer Experience, Commercial Operations, and Master Data teams.
  • Ensure accountable owners are engaged, provide solution options, track SLAs, and escalate high-risk or aged exceptions.
  • Serve as Finance business lead for platform enhancements, partnering with Development and CERT on roadmaps, business requirements, testing, process rules, and production releases.
  • Recommend improvements to AI decision logic, validation rules, workflows, and automation opportunities.
  • Develop operational reporting and KPIs including validation accuracy, exception aging, automation rate, and invoice readiness.
  • Maintain governance, audit readiness, process documentation, and compliance with Finance controls.

Qualifications

  • High School Diploma or Equivalent required; Bachelor’s degree preferred.
  • 5+ years of Finance, Order-to-Cash, Commercial Operations, or Finance Transformation experience.
  • Experience with enterprise platforms (Salesforce, SAP, Oracle, or similar).
  • Strong analytical, stakeholder management, and continuous improvement skills.
  • Preferred: AI-enabled business processes, Agile/SDLC, UAT, Lean or Six Sigma.

Core Competencies

  • Finance process ownership and governance
  • Cross-functional leadership and influence
  • Problem solving and root cause analysis
  • Business process improvement and automation
  • Executive communication and stakeholder management
  • Data-driven decision making

Success Measures

  • Improved AI PO validation accuracy
  • Reduced manual exceptions and faster resolution times
  • Increased PO-to-Quote match rate and invoice readiness
  • Improved SLA compliance, customer experience, and DSO
  • Delivery of platform enhancements and continuous improvement initiatives

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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