Senior Financial Analyst, AI Finance Transformation

Dutch Bros Coffee•Phoenix, AZ

1d•Onsite

About The Position

Dutch Bros is launching an AI-driven Finance Transformation initiative, and we are hiring our foundational team members. In this role, you will blend your FP&A or strategic finance expertise with a passion for AI and automation to modernize how our Finance team operates. You will spend your days experimenting with cutting-edge tools (e.g. Python, large language models like Claude, AI coding assistants like Cursor, etc.), prototyping solutions, and automating processes. Your work will directly support Finance leadership (including our Senior Finance Manager for Real Estate) by exploring what is possible with AI in finance. This is not a typical forecasting or close role, and it is not an academic AI research position. It is an opportunity to build and iterate on real-world finance use cases, from automating reports and decks to developing mini-apps and AI copilots for our team. We encourage experimentation: not every idea has to reach production, but each will drive learning and progress towards a “Finance AI Incubator” capability within Dutch Bros.

Requirements

4+ years of experience in FP&A, strategic finance, or a related analytical finance role.
Strong understanding of financial statements, key metrics (revenue, margins, EBITDA), and typical FP&A workflows.
Advanced Excel skills and proven analytical prowess.
Exposure to Python and SQL (through work projects or personal experimentation) and genuine enthusiasm to become more proficient.
You’ve dabbled with modern AI/analytics tools (e.g., tried out Claude Code/Cowork for analysis or used a tool like Power BI/Excel’s Power Query) and are excited to deepen those skills.
Highly curious and coachable, with a self-starter attitude toward learning new technologies.
Comfortable exploring unfamiliar tools, asking questions, and iterating solutions.
Not afraid to admit what you do not know and driven to figure it out.
Ability to communicate complex ideas in simple terms and build trust across teams.
You can take a request from a finance leader and run with it, with a proven ability to regularly provide updates.
Financial Analysis
Data Analysis and Interpretation
AI Processes & Workflow
Financial Modeling
Business Acumen
Collaboration
Must be able to work in a busy, crowded, and loud office with frequent distractions and interruptions
Must be able to collaborate in-person with occasional impromptu in-person meetings
Adaptability to typical office conditions, which may include exposure to air conditioning, heating, artificial lighting, and varying noise levels
Ability to sit, stand, reach, twist, stretch, and work at a desk for long stretches.
Must be able to occasionally move or lift office items up to 25 pounds
Hearing must be sufficient or correctable to ensure clear understanding of spoken information, including participating in virtual meetings and phone calls. Use of hearing aids or other assistive devices is acceptable if needed.
Ability to read and write in English is essential for processing documents, drafting reports, and following up on necessary actions. Proficiency in written communication is required to handle job-related tasks effectively.
Vision must be adequate or correctable to perform essential job duties, such as reading documents on a computer screen and using other visual tools. Use of corrective lenses or other measures to meet visual requirements is expected if needed.
Must be proficient in operating a computer and other office productivity tools such as printers, scanners, and collaboration software.
Must possess strong verbal and written communication skills to interact effectively with team members, clients, and other stakeholders via email, video conferencing, and other in office communication tools.

Nice To Haves

Hands-on experience automating a process or building a tool in a prior role for instance, writing a Python script to streamline a report, or creating a dynamic dashboard.
Bachelor’s degree in Finance, Economics, Data Science, or related field.
Additional coursework or certifications in Data Analytics, AI, or Machine Learning are a bonus.
Active interest in the data/AI community (e.g., online courses, hackathons, forums) shows you stay curious and engaged.
Experience with large language model tools or AI assistants, and familiarity with AI coding copilots or IDEs. Expert-level knowledge is not required, but any prior experimentation or project in this area is a big plus.
Industry experience with Retail or Consumer Goods finance is helpful.
Familiarity with data environments (e.g., cloud databases) is a plus.

Responsibilities

Prototype AI Use Cases: Experiment with AI/LLM tools (e.g., Copilot or Claude Code/Cowork, AI copilots like Cursor for coding assistance) to develop proof-of-concept solutions. For example, build a draft “financial analysis assistant” that can answer ad hoc questions, or a model that flags unusual expense patterns. Iterate on prototypes, knowing some will succeed, some will fail, both outcomes are learning opportunities.
Automate Finance Workflows: Identify and streamline manual finance processes. Use Python, SQL, or AI/LLM tools to create scripts or bots that auto-generate reports and presentations, unlocking more time for interpretation and strategic partnership.
Develop Internal Tools & Dashboards: Build lightweight tools or dashboards that empower the FP&A team. This could mean creating an internal web app for self-service data pulls, designing a dashboard for real-time metrics, or enhancing Excel models with Python-driven automation. Always ensure the tools are user-friendly and add real value to finance partners.
Data Leverage & Analysis: Ensure finance data is accessible and reliable by integrating data sources (Snowflake, D365, ERP systems) into analytical models. Conduct ad hoc analysis using advanced analytics (e.g., statistical or AI techniques) to support real-time business questions. Perform ad hoc analyses combining your finance acumen with data techniques (like scenario simulations or variance explanations using advanced analytics) to support quick decision-making.
Collaboration & Knowledge Sharing: Work side-by-side with finance leaders to understand their needs and pain points, translating them into technical solutions or prototypes. Document your processes and results and explain complex methods in plain language to ensure adoption. Foster a learning culture by showing colleagues what is possible with new tools, without overwhelming them. You will effectively be a tech translator and coach within finance, as well as a builder.