Finance AI Analytics Analyst

ACCOUNTABILITIES & ESSENTIAL FUNCTIONS

• Support the budgeting, forecasting, and variance analysis cycle by preparing analyses, identifying key drivers, and ensuring data accuracy.


• Analyze financial and operational results to identify trends, risks, and opportunities.


• Build and maintain recurring reports, dashboards, and analyses that improve visibility into business performance.


• Work with ERP, planning, and other business data sources to support reporting and decision-making.


• Validate and reconcile data to ensure accuracy, consistency, and reliability across financial reports and analyses.


• Assist with the development and adoption of new planning, reporting, and analytical capabilities.


• Support process improvement initiatives through automation, standardization, and improved use of technology.


• Utilize AI-enabled tools and automation technologies to improve productivity, streamline workflows, and enhance decision support.


• Assist in developing data models, analytical tools, and reporting solutions that improve access to business insights.


• Prepare materials and analysis for leadership reviews, ensuring information is clear, accurate, and actionable.


• Document assumptions, methodologies, and business logic used in reporting and analysis.


• Respond to ad hoc requests by gathering data, structuring analyses, and delivering timely insights.


• Develop a strong understanding of business operations and how operational drivers influence financial performance.

SKILLS & CERTIFICATIONS

• Skill evaluation: Behavioral (80%); Excel (80%)


• Foundation in budgeting, forecasting, variance analysis, and financial reporting.


• Strong Excel skills with the ability to manipulate and analyze data efficiently.


• Strong analytical and problem-solving abilities.


• Strong attention to detail with a focus on data accuracy, validation, and auditability.


• Ability to learn new systems, technologies, and business processes quickly.


• Strong communication skills with the ability to translate analytical findings into business insights.


• Demonstrated curiosity and interest in leveraging technology to improve business processes.


• Exposure to data visualization and reporting tools such as Power BI, Tableau, or similar platforms preferred.


• Exposure to SQL, Python, automation tools, or AI-enabled technologies preferred.


• Finance certifications or progress toward them a plus (e.g., CPA, CFA).

EDUCATION & EXPERIENCE

• Bachelor's degree in Finance, Accounting, Economics, Data Analytics, or a related field.


• Minimum 1 year of experience in FP&A, financial analysis, or accounting.


• Internship or project experience involving financial analysis, data analytics, reporting, automation, or AI tools is a plus.


• Exposure to forecasting, budgeting, or variance analysis in an internship or prior role preferred.