Sana Khan

About Sana Khan

I build finance transformation programs that actually stick, from strategy through deployment, adoption, and measurable results.I led enterprise-wide process modernization across Finance, Controllership, and IT. In less than a year, I have architected the company\'s first Process Excellence framework, deployed AI agents for compliance and finance workflows, and built automation solutions that cut reporting cycle times by 50% and manual effort by 40%.My work sits at the intersection of strategy and execution. I design the roadmap, build the systems, and drive the organizational change needed to make it last.Key initiatives at NAES:→ Built a 70+ item efficiency pipeline across P2P and R2R using a weighted scoring model to guide executive investment decisions→ Deployed automated D365 user access and audit readiness solutions (Power BI, Power Automate, DocuSign), eliminating manual review cycles and strengthening internal controls→ Spearheaded AI agent deployment for data validation, compliance analysis, and knowledge retrieval, advancing an AI-native finance operating model→ Presented the transformation roadmap at the 2025 Controllers & CFOs ConferenceBefore NAES, I spent a decade at CIBC delivering executive-level risk reporting, automating manual processes, and maintaining 100% regulatory compliance. At Profecy, I reduced reporting cycle time by 30% and co-designed a bonus curve model that cut budget prep time by 20%.MBA (GPA 4.0, Dean’s List) — Albers School of Business, Seattle UniversityOpen to connecting with finance leaders, transformation practitioners, and anyone building AI-native operations.

Experience

1. Program Manager

   NAES

   Aug 2025 — Present · Seattle, WA, US

   Lead cross-functional process excellence initiatives across Controllership and Finance to improve efficiency, controls, automation, and the use of emerging technologies.• Manage the full project lifecycle from discovery through execution, including scope, planning, stakeholder management, and post-implementation support.• Champion the use of Gen AI and Agentic AI to automate document analysis, forecasting, audit readiness, and routine finance operations.• Translate complex business needs into structured functional and technical requirements.• Partner with Technology, Risk, Data, Audit, and Compliance to develop scalable, compliant solutions that integrate with enterprise platforms.• Define KPIs, monitor outcomes, and continuously refine processes to drive sustained improvement and adoption.• Develop SOPs, governance models, change management, and communication plans to support successful process rollouts.• Develop and maintain a process excellence roadmap that aligns with defined strategic objectives and performance metrics.

Education

• Seattle University

  Master of Business Administration - MBA, Finance and Financial Management Services

• University of Toronto

  Bachelor's degree, Economics and Finance