Finance AI & Automation Solutions Analyst

Partner with Finance leadership to identify and prioritize AI use cases across Close, FP&A, Revenue, Audit, and Procurement

Collaborate with Finance, IT, and Engineering teams to gather requirements, document business needs, and translate them into scalable data and reporting solutions

Design, build, and maintain financial data models and reporting datasets within Databricks

Serve as a bridge between Finance and Technology teams, helping drive data modernization efforts and improve access to trusted financial data

Own Finance data models and AI readiness, including data quality, controls, lineage, and governance

Leverage embedded ERP AI capabilities and external AI / agentic frameworks where appropriate

Ensure all AI-enabled solutions meet audit, compliance, security, and risk requirements

Track and report measurable outcomes including cycle time reduction, automation rates, forecast accuracy, and manual effort eliminated

Coordinate closely with Technology, Data, and the AI Steering Committee to align solutions with enterprise standards and best practices

Example projects you may lead

Migrate and modernize existing Finance and SOC/SOX reporting into Databricks

Design and implement finance-focused data marts and reporting layers to improve data accessibility and consistency

Design and develop AI agents and agent-assisted workflows that help automate reporting, data retrieval, analysis, controls testing, audit support, and other Finance processes

Develop self-service analytics capabilities and explore AI-enabled reporting and insight generation opportunities

Minimum 3 years of hands-on software engineering, analytics engineering, solution architecture, or automation development experience, with strong knowledge of Finance, Tax, Payroll, and Accounting processes and systems

High data fluency, including the ability to reason about data models, lineage, and quality (deep data science expertise is not required)

Hands-on experience with Finance systems such as Workday, Workday AI Illuminate, Databricks, Databricks GENIE AI, Zuora, Payment Service Providers, and AuditBoard/Optra (or similar platforms)

Experience with Git & ETL development

Strong SQL and data modeling capabilities with experience working in Databricks environments

Ability to translate Finance business requirements into scalable reporting, data, and analytics solutions

Practical experience working with AI tools, copilots, automation platforms, or agentic workflows

Experience working within data governance, controls, and audit frameworks

Comfort operating in a business analyst role while actively building and deploying solutions Experience developing AI-powered applications, copilots, agents, or workflow automation solutions using platforms such as Azure OpenAI, Databricks AI, Microsoft Copilot Studio, LangChain, or similar technologies

Familiarity with agentic architectures, retrieval-augmented generation (RAG), vector databases, and AI orchestration frameworks

Experience designing, prototyping, and deploying AI solutions that automate complex business workflows, decision support, financial analysis, or operational processes