Finance Model & AI Solutions Lead

Guardian Life Insurance•New York, NY

5d•$118,980 - $195,465•Hybrid

About The Position

This role is an opportunity to join a culture focused on doing the right thing and courageously shaping the future together. Guardian is seeking a motivated individual to join their team as a Finance Model & AI Solutions Lead. The colleague in this role will design, build, and scale intelligent planning solutions across Finance & Risk. This role will combine Oracle Planning (EPM) model development with advanced AI agent capabilities to modernize forecasting, scenario analysis, and decision support. The individual will directly build and enhance Oracle Planning models (metadata, business rules, drivers, integrations) while also developing and deploying AI-powered agents that automate workflows, generate insights, and improve user experience. This role sits at the intersection of FP&A, data, and AI, enabling a more dynamic, driver-based, and insight-led planning operating model powered by cutting-edge artificial intelligence.

Requirements

5+ years of hands-on experience with Oracle EPM Planning (PBCS/EPBCS) including model design, business rules, and integrations
2+ years of experience working with AI/ML technologies, including LLMs, prompt engineering, and AI agent development
Proficiency in Groovy scripting with demonstrated use of AI coding assistants (Amazon CodeWhisperer, or similar)
Experience with AI platforms such as Anthropic, OpenAI APIs, Azure OpenAI Service, or similar
Strong SQL skills and experience with data integration tools (ODI, FDMEE, or similar)
Familiarity with Python for AI/ML model development and data analysis
Understanding of machine learning concepts including supervised learning, time series forecasting, and natural language processing
Experience with cloud platforms (Azure, AWS, or GCP) and their AI services
Demonstrated ability to design and implement AI agents and chatbots for business applications
Experience with prompt engineering and optimization for LLMs
Knowledge of RAG architectures and vector databases for knowledge retrieval
Understanding of AI model evaluation metrics and performance monitoring
Familiarity with AI ethics, bias detection, and responsible AI practices
Experience with low-code/no-code AI platforms for rapid prototyping
Strong understanding of FP&A processes, budgeting, forecasting, and financial modeling
Experience in financial services or insurance industry preferred
Ability to translate complex AI capabilities into business value for finance stakeholders
Understanding of regulatory requirements and controls in financial planning
Excellent communication skills with ability to explain AI concepts to non-technical audiences
Strong problem-solving abilities and creative thinking for AI solution design
Ability to work independently and manage multiple AI initiatives simultaneously
Collaborative mindset with experience working in cross-functional teams
Adaptability and eagerness to learn emerging AI technologies

Responsibilities

Design, build, and maintain Oracle EPM Planning models with integrated AI capabilities for automated metadata generation and optimization
Develop business rules, calculations, and driver-based models enhanced by machine learning algorithms for improved accuracy
Develop AI-powered scenario generation capabilities that automatically create and evaluate multiple planning scenarios
Implement AI-assisted data validation and quality checks within EPM workflows
Create and manage dimension hierarchies, forms, and dashboards with AI-powered recommendations and anomaly detection
Leverage AI code assistants to accelerate Groovy scripting and calculation development
Partner with Data and Technology teams to build integrations between Oracle Planning and source systems
Implement machine learning models for predictive forecasting and trend analysis within the planning framework
Build anomaly detection systems to identify unusual patterns in financial data and flag for review
Create AI-driven variance analysis tools that automatically generate explanatory narratives for budget vs. actual differences
Integrate external data sources and alternative data using AI to enhance forecast accuracy
Develop sentiment analysis capabilities to incorporate qualitative factors into quantitative planning models
Design and deploy AI agents using platforms such as Claude Cowork, OpenAI APIs, and Azure AI Services to automate routine planning tasks
Build custom AI solutions that assist finance users with natural language queries, scenario modeling, and variance analysis
Develop intelligent automation workflows using AI to streamline data collection, consolidation, and reporting processes
Create conversational AI interfaces that enable business users to interact with planning data through natural language
Implement retrieval-augmented generation (RAG) systems to provide context-aware financial insights and recommendations
Train and fine-tune large language models (LLMs) on Guardian-specific financial data and terminology
Conduct rigorous testing and validation of models
Proactively monitor and improve model performance identifying improvement areas to optimize performance and reliability.
Drive iterative enhancements, maximizing business value realization and user satisfaction.
Ensure models adhere to AI governance policies, regulatory standards, and ethical guidelines, including bias mitigation and explainability.
Implement model risk controls, maintain audit trails, and ensure documentation supports auditability and compliance with evolving regulatory requirements.
Partner with FP&A, Risk, IT, and Data Science teams to identify opportunities for AI-enhanced planning solutions
Conduct training sessions and create documentation for finance users on AI-powered planning tools
Serve as the subject matter expert on the intersection of EPM and AI technologies
Evangelize AI capabilities and drive adoption of intelligent planning solutions across the organization
Mentor team members on AI tools, prompt engineering, and best practices for human-AI collaboration