AI & Financial Analytics Analyst

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.

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.

Remote Work Qualifications

• Access to a reliable and secure high-speed internet connection.
• Cable or fiber internet connections (at least 75mbps download/10mbps upload) are preferred, as satellite connections often cannot support the technologies used to perform day-to-day tasks.
• A dedicated home office space that is noise- and distraction-free.
• The space should have strong wireless connection or a wired Ethernet connection (wired connection is preferred, if possible).
• A valid, physical address (apartment, suite, etc.).
• The desire and ability to work and communicate with other team members via chat, webcam, etc.
• 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).

Pay

H-1B Visa Sponsorship Not Available, W2 only.

Schedule

Not specified.

Qualifications

• 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.