Specialist, Finance AI Delivery Support

BNY Mellon • Lake Mary, FL

1d • $55,000 - $90,000

About The Position

BNY is seeking a team member to support AI delivery across foundational and transformative Finance initiatives. The role involves translating Finance needs into AI-enabled solutions, working hands-on with existing AI platforms and approved tools, and helping move solutions from concepts and prototypes into production. The Specialist will collaborate with FP&A and Treasury teams, support testing, governance, migration, and ongoing monitoring, and promote adoption through user engagement and reusable documentation.

Requirements

• Bachelor’s degree in Finance, Data/Business Analytics, Computer Science, or a related field.
• 2–3 years of experience supporting delivery of AI, automation, or data/analytics solutions, such as in business/systems analysis, configuration/implementation, or QA/testing; ideally in finance, operations, or technology/consulting.
• Demonstrated contribution to technology or AI solution delivery across requirements, build/configuration, testing, and production rollout.
• Working proficiency with SQL and/or Python.
• Comfort working with structured financial data.
• Strong analytical, written, and verbal communication skills, attention to detail, and structured thinking.

Nice To Haves

• Hands-on exposure to AI or automation delivery, such as agentic AI, LLM-based tools, or RPA.
• Prior experience at BNY, another financial institution, or a technology/consulting firm in an AI, automation, data, or technology-delivery capacity.
• Experience translating business needs into user stories and functional requirements, and with UAT/QA testing and governance/model-risk documentation.
• Exposure to Power BI, Snowflake, or cloud data platforms.
• Familiarity with change-management practices.
• Relevant certifications, such as AI/analytics, business analysis, or Agile/Scrum, or equivalent coursework.

Responsibilities

• Translate Finance business needs into user stories, functional requirements, and solution designs for AI-enabled use cases.
• Support data preparation, source-to-agent mapping, and API integration work involving platforms such as Snowflake, Accounting Rules Engine, and Apptio.
• Prototype and iterate on solutions using BNY’s existing AI platform and approved tools, favoring practical experimentation before recommending new development.
• Configure and refine AI solutions, including prompts, workflows, decision logic, testing scenarios, and supporting components.
• Design and execute business UAT, EQE, and performance testing for Finance AI agents before production release.
• Coordinate governance and model-risk documentation.
• Support production migration and change management for agents moving into production, and provide post-production monitoring, issue triage, and resolution.
• Apply evolving AI guidance, standards, and design patterns to delivery work.
• Maintain shared documentation, including process maps, data dictionaries, test-case libraries, and runbooks.
• Drive adoption through brown-bags, prototype walkthroughs, user feedback sessions, and iteration with FP&A and Treasury teams.

Benefits

• Competitive compensation and benefits.
• Wellbeing programs.
• Flexible global resources and tools.
• Generous paid leaves, including paid volunteer time.
• Eligibility to enroll in a 401(k) plan, subject to plan terms and conditions.
• Company-sponsored medical, dental, vision, and basic life insurance for eligible employees and dependents.
• Various paid time off benefits, such as vacation and sick time, depending on the position offered.
• Potential eligibility for an annual discretionary incentive award.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level