Job Summary
The AI & Financial Analytics Analyst is responsible for developing AI-powered solutions that enhance financial analysis, reporting, and decision-making. This role combines financial modeling, business intelligence, data analytics, and AI agent development to automate workflows and deliver actionable insights across the organization.
Job Location
Remote: Legal residents of one of the following states: AK, AL, AR, AZ, CT, DE, FL, GA, IA, ID, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NM, NV, OH, OK, PA, SC, SD, TN, TX, UT, VA, VT, WI, WV, or WY
We only accept W-2 candidates, H-1B sponsorship is not available.
Responsibilities
- Design, build, and maintain AI agents that support financial planning, forecasting, reporting, and operational analysis.
- Develop and optimize Power BI data models, dashboards, and executive reporting solutions.
- Write and maintain SQL queries to extract, transform, and analyze data from multiple systems.
- Conduct financial analyses, variance analyses, and trend identification using large datasets.
- Collaborate with finance, operations, and technology teams to identify automation opportunities.
- Evaluate emerging AI technologies and recommend solutions to improve business processes.
- Document analytics processes, data models, and AI workflows.
Physical Requirements
- Work is performed while sitting/standing and interfacing with a personal computer.
- Requires the ability to communicate effectively using speech, vision, and hearing.
- Requires the regular use of hands for simple grasping and fine manipulations.
- Requires occasional bending, squatting, crawling, climbing, and reaching.
- Requires the ability to occasionally lift, carry, push, or pull medium weights, up to 50lbs.
Qualifications
Experience
- Experience with Power BI, SQL, and financial analysis.
- Knowledge of AI tools, LLMs, agent frameworks, or workflow automation platforms.
- Strong analytical and problem-solving skills.
- Ability to communicate complex findings to business stakeholders.
Education
This role does not require a degree. We value relevant skills and experience and alignment with our core values above all else.
Desired Traits & Skills
- Strong analytical and problem-solving skills
- Ability to work independently while managing multiple priorities
- Strong communication skills, with ability to clearly present findings to stakeholders
- Curiosity and initiative to explore data and identify opportunities without being prompted
- Ability to think critically about business problems, not just execute requests
- Interest in building scalable, sustainable reporting rather than one-off solutions