Financial planning & analysis (FP&A) AI Expert

Weekday AI
$100 - $120Remote

About The Position

This role is for one of our clients. We are seeking a highly analytical and forward-thinking FP&A AI Expert to join our finance team. This role blends traditional financial planning and analysis with advanced AI-driven insights, enabling data-backed strategic decision-making. The ideal candidate will bring strong financial acumen alongside hands-on experience leveraging AI tools and data models to enhance forecasting accuracy, automate reporting, and uncover actionable insights.

Requirements

  • Bachelor’s degree in Finance, Accounting, Economics, Data Science, or a related field; MBA/CA/CFA is a plus.
  • 3–8 years of experience in FP&A, financial modeling, or corporate finance.
  • Strong expertise in budgeting, forecasting, and variance analysis.
  • Proven experience in long-range planning and scenario modeling.
  • Ability to define and track KPIs that drive business performance.
  • Familiarity with AI/ML applications in finance, including predictive analytics and automation tools.
  • Advanced proficiency in Excel and financial modeling; experience with tools like Python, SQL, Power BI, or Tableau is highly desirable.
  • Strong analytical thinking and problem-solving skills with attention to detail.
  • Excellent communication skills, with the ability to present insights to non-finance stakeholders.

Nice To Haves

  • Experience working with AI-driven financial planning platforms or enterprise planning tools (e.g., Anaplan, Adaptive Insights).
  • Knowledge of data visualization and dashboarding best practices.
  • Exposure to automation tools and scripting for finance processes.

Responsibilities

  • Lead the budgeting, forecasting, and variance analysis processes across business units, ensuring accuracy, transparency, and alignment with organizational goals.
  • Develop dynamic financial models that incorporate AI/ML techniques to improve forecast precision and identify trends, risks, and opportunities.
  • Perform detailed variance analysis (actual vs. budget/forecast), providing clear explanations and actionable recommendations to senior leadership.
  • Design and implement long-range planning frameworks, including multi-year financial projections and strategic roadmaps.
  • Build scenario models to evaluate the financial impact of business decisions, market changes, and operational strategies.
  • Define, monitor, and refine key performance indicators (KPIs) that align with business objectives and drive performance accountability.
  • Develop AI-powered dashboards and reporting tools for real-time KPI tracking and decision support.
  • Collaborate cross-functionally with finance, operations, product, and data teams to integrate financial insights into business strategies.
  • Automate repetitive FP&A processes using AI tools, improving efficiency and reducing manual effort.
  • Translate complex financial data into clear, concise insights for stakeholders, including senior management and executives.
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