Financial Reporting Prompt Engineer – AI & Automation
Core
Design, build, and optimize prompts and AI-driven workflows to modernize financial data production, review, and reporting using Large Language Models (LLMs) and Excel/VBA automation.
Role type
Hands-on Prompt Engineer (AI & Automation)
Builds
Production-ready AI solutions for financial reporting, analysis, summarization, and data extraction
Domain
Financial Services (Banking) & AI Automation
Deliverable
production ML models
Required skills
Prompt engineering, LLM tuning, Excel VBA macros, data extraction, audit-ready output generation, few-shot prompting, chain-of-thought reasoning, structured output, RAG implementation
Preferred skills
Python scripting, API integration, financial reporting concepts, regulatory compliance knowledge
Technologies
GPT, Claude, Excel, VBA, LLMs
Responsibilities
Design and iterate high-quality prompts for financial use cases; develop and maintain Excel Macros to automate reporting and reconciliation; evaluate model outputs to reduce hallucinations and ensure audit compliance; collaborate with Finance and Data teams to prioritize AI use cases
Seniority
Mid-level, hands-on IC
