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.