AI Specialist, Support Financial Planning & Analysis
About The Position
We are seeking a motivated and technically curious early-career professional to support the integration of artificial intelligence into our internal operations, with an initial focus on finance. This role will contribute to designing, implementing, and scaling AI-driven solutions that improve accuracy, efficiency, and insight across financial processes. The ideal candidate has a foundational understanding of AI tools and an interest in finance workflows such as FP&A, invoicing, and data validation. You will work closely with senior team members to help transform how financials operate by embedding automation and intelligence into day-to-day processes, leveraging tools such as Claude, Gemini, and Copilot.
Requirements
- Bachelor’s degree in Computer Science, Finance, Data Science, or related field
- 0–2 years of relevant experience (internships, academic projects, or coursework acceptable)
- Basic understanding of finance processes such as FP&A, invoicing, or accounting workflows
- Familiarity with AI tools or platforms (e.g., Claude, Gemini, Copilot)
- Foundational programming skills (preferably Python) and interest in data and automation
- Ability to translate business needs into structured problem-solving approaches
- Strong analytical thinking and attention to detail
- Effective communication skills and ability to collaborate across teams
Nice To Haves
- Internship or project experience applying AI, automation, or data analysis
- Exposure to ERP systems (e.g., NetSuite, SAP, Oracle) or CRM platforms
- Basic knowledge of SQL or data querying concepts
- Familiarity with prompt engineering concepts or working with LLMs
- Understanding of data validation, reporting, or audit processes
- Interest in financial systems, data pipelines, or business process automation
Responsibilities
- Support the design and implementation of AI-powered solutions to optimize internal financial operations
- Assist in configuring and deploying AI tools (including Claude, Gemini, and Copilot) to automate workflows across FP&A, invoicing, and reporting
- Contribute to building intelligent automation for financial planning & analysis, including: Supporting automated variance analysis based on operational and financial data, Assisting in generating initial commentary and insights tied to key business drivers
- Help develop systems to validate invoicing processes, including: Checking formula consistency across models and spreadsheets, Verifying accuracy from raw data inputs through final outputs, Supporting invoice checks against contract terms for completeness and compliance
- Collaborate with finance, operations, and IT teams to identify opportunities for automation and efficiency improvements
- Assist in prototyping and testing AI-driven tools, including Generative AI and LLM-based solutions
- Support workflow automation efforts across accounts payable/receivable, invoice processing, and reconciliation
- Participate in building and maintaining data pipelines and integrations between financial systems under guidance
- Help monitor performance of AI solutions and contribute to ongoing improvements
- Document processes and assist in training internal teams on effectively using AI tools in daily work
Benefits
- Competitive compensation and benefits
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
