AI Solutions Financial Analyst

Responsibilities

• Connect and structure data from multiple sources so it can be used reliably for analysis, automation, and decision support.
• Analyze revenue, pricing, and financial data to help teams make better business decisions.
• Own key deliverables such as pricing and mix analysis to support weekly revenue updates and quarterly revenue sale plan development.
• Evaluate customer pricing and mix trends to support revenue planning and margin evaluation.
• Build AI-enabled solutions that reduce manual work and improve recurring finance processes.
• Develop decision support models that help leaders evaluate scenarios, tradeoffs, and outcomes.
• Use modern AI tools and workflow approaches, including prompt-based and agent-based methods, where they improve insight or execution.
• Partner with finance, business, and technical teams to turn real problems into working solutions.
• Test, refine, and improve solutions as tools and capabilities evolve.
• Apply sound judgment around data quality, responsible AI use, and good finance practices.

• Bachelor's or Master's degree in Finance, Accounting, Economics, Computer Science, or a related field.
• Experience with AI Enterprise tools, Python and/or SQL.
• Hands-on use of LLMs/AI tools for analysis, summarization, or workflow automation.
• Strong analytical and problem-solving skills.
• Clear written and verbal communication.
• Interest in using AI and data to solve real business problems.
• 6 months to 2 years of relevant work experience in analytics, finance, automation, or AI-related work.
• Exposure to prompt engineering, RAG, or agent-based AI approaches.
• Exposure to corporate financial statements, financial analysis, and basic modeling.
• Familiarity with common finance decision frameworks such as NPV and ROI.
• Experience with tools such as Copilot or Claude or custom solutions is a plus, but not required.