Finance & AI Analyst

CognitivNew York, NY
$120,000 - $145,000Hybrid

About The Position

At Cognitiv, we are seeking a Finance & AI Analyst to help transform our Finance function into a forward-looking strategic partner powered by AI and automation. This role will leverage a next-gen ERP platform, a new order management system, and an evolving data stack to build automation, reporting, and analytical capabilities. The ideal candidate will combine financial expertise with modern data tools to automate recurring processes, develop forecasting models, and provide leaders with real-time insights. This is an opportunity for someone who enjoys building systems from the ground up, is excited by AI-enabled workflows, and wants to redefine how Finance operates and strategizes within a fast-growing technology company. The position is based in New York City with a hybrid work schedule.

Requirements

  • Bachelor's degree in Finance, Accounting, Economics, or a related field.
  • 3 to 5 years of experience in FP&A, corporate finance, strategic finance, or another highly analytical finance function.
  • Advanced SQL and the ability to work directly with data warehouses to build reporting yourself.
  • Sufficient Python skills to automate recurring workflows so reporting runs reliably and on its own.
  • Strong understanding of budgeting, forecasting, financial planning, and financial modeling.
  • Exceptional analytical and problem-solving skills, with the ability to translate complex financial data into actionable business insights and recommendations.
  • Strong written and verbal communication skills, with experience presenting to both finance and cross-functional stakeholders.
  • A proactive, self-directed individual who enjoys creating new processes, driving automation, and thriving in environments with significant ownership and ambiguity.

Nice To Haves

  • CPA or CFA designation (or working toward one).
  • Experience implementing or optimizing ERP or financial planning systems.
  • Experience at a high-growth AdTech company.

Responsibilities

  • Automate the Finance Function: Realize the full capability of our ERP and data systems by building scalable, AI-enabled workflows and automation that power recurring finance processes, so the team spends its time on advising instead of assembly.
  • Understand, leverage, and build the pipelines and reporting that pull from our ERP, order management, and advertising platforms to put proactive financial and operating insight in front of leadership rather than month-end hindsight.
  • Establish an automation layer where AI-generated insights are validated through appropriate human review and financial controls before reaching executive leadership.
  • Decision Support & Reporting: Develop on-demand reporting and analytical tools that provide real-time visibility into company performance.
  • Produce board and executive reporting packages and forward-looking analyses that support strategic decision-making, including product mix and profitability.
  • Planning & Forecasting: Lead the annual budgeting process and maintain the company's three-year financial model.
  • Partner closely with HR on headcount planning, compensation forecasting, and workforce modeling, while conducting scenario analyses to support strategic business decisions.
  • Cash Flow & Corporate Finance: Own weekly cash positioning, liquidity planning, and cash flow forecasting to support corporate finance activities and ensure proactive cash management.

Benefits

  • Medical, Dental and Vision plan for US employees & Extended Health Benefits for Canadian employees
  • 12 weeks paid parental leave + 4 weeks WFH
  • Unlimited PTO + Work-From-Anywhere August
  • Career development with clear advancement paths
  • Equity for all employees
  • Hybrid work model & daily team lunch
  • Health & wellness stipend + cell phone reimbursement
  • 401(k) & RRSP with employer match
  • Parking (CA, WA, Vancouver offices) & pre-tax commuter benefits
  • Employee Assistance Program
  • Comprehensive onboarding (Cognitiv University)
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