We are seeking a Senior Financial Analyst, Finance AI & Automation to serve as a hands-on Finance transformation lead within a dynamic, multinational organization. The successful candidate will need to have a solid understanding on traditional FP&A work — including planning, forecasting, variance analysis, management reporting, and business partnership — but the role’s primary focus is to leverage technology, automation, and AI to streamline Finance processes, improve efficiency, and enable the team to work more effectively.

This person will help Finance develop a more AI-minded operating model, turn recurring pain points and long-standing Excel-based processes into practical, scalable solutions using Microsoft Copilot, Power BI, Power Query, Power Automate, AI agents, effective prompting, and other approved technologies. They will lead discovery, prototyping, testing, implementation, documentation, and adoption in close partnership with Finance, IT, data, security, and system owners. The ideal candidate has already delivered AI, automation, or digital-transformation solutions in a finance environment.

Key Responsibilities:

Finance AI & Automation

• Identify and prioritize high-value automation opportunities across planning, forecasting, reporting, close, reconciliations, data preparation, and routine analysis
• Inventory legacy Excel workbooks, linked files, macros, reports, and recurring workflows and redesign them with fit-for-purpose tools
• Build and implement practical finance solutions using Microsoft Copilot, Power BI, Power Query, Power Automate, AI agents, prompts, and other approved low-code or analytics tools
• Design reusable prompts, agent instructions, workflows, templates, and quality checks that help Finance complete routine work faster and more consistently
• Translate existing finance logic and business rules into clear functional requirements, data models, dashboards, automated workflows, and controlled AI-assisted processes
• Prototype quickly with finance users, validate outputs against trusted sources, and move successful pilots into supported, documented production workflows
• Measure value through time saved, cycle-time reduction, error reduction, adoption, control effectiveness, and improved decision support

Strategic Financial Partnership

• Serve as a trusted finance partner to business, Sales, and Operations leaders, translating financial and operational data into clear recommendations
• Evaluate growth opportunities, business risks, resource trade-offs, and performance drivers through rigorous financial analysis
• Communicate complex financial, operational, and reporting insights to both technical and non-technical stakeholders

IT Partnership, Governance & Adoption

• Act as the translator between Finance and IT: turn finance pain points into clear technical requirements and explain technical options, trade-offs, and risks in practical finance terms
• Partner with Finance Systems, IT, data engineering, security, risk, and system owners on architecture, source-data access, permissions, deployment, support, and governance
• Gather user feedback, resolve defects, and continuously improve solutions after launch

Qualifications:

• Bachelor’s degree in Finance, Accounting, Economics, Business, Information Systems, or a related field
• 5+ years of experience in technology, manufacturing, consulting, or another complex global organization
• Strong grounding in core FP&A work, including financial modeling, planning, forecasting, variance analysis, management reporting, and business partnership
• Demonstrated past experience delivering AI, automation, analytics, or digital-transformation solutions for Finance — from problem definition through implementation and user adoption
• Hands-on experience with Microsoft Copilot and Power BI, plus practical experience with prompts, workflow automation, or AI agents in a business setting
• Ability to document finance requirements, map processes and data flows, define acceptance criteria, test outputs, and work effectively with IT and data teams
• Strong communication, facilitation, training, change management, and commercial business stakeholder-influence skills
• MBA, CPA, CFA, or relevant finance, analytics, automation, or technology certification preferred
• Understanding of internal controls, reconciliation, auditability, responsible AI, data privacy, access management, and finance data governance preferred
• Experience leading multi-year roadmaps, process improvement, project management, or enterprise change initiatives a plus