CareerPlan

Financial Analyst Lead - AI Technology

San Antonio Home Office I, USFull-time$127k2026-10-16 → 2026-11-11
HybridNo visa sponsorship

Core

Lead financial processes and expense categories to solve complex business problems while performing forecasting, planning, and financial modeling related to AI investments.

Role type

Senior Financial Analyst Lead (AI Technology)

Builds

Advanced analytics and insights around key business drivers for senior management

Domain

Financial services / AI technology investments

Deliverable

dashboards & analysis

Required skills

Financial modeling, Forecasting, Strategic planning, Team leadership, Risk management, GAAP, Data analysis, Financial reporting, Compliance, Microsoft Excel

Preferred skills

Artificial intelligence concepts, US military experience, Military spouse status

Responsibilities

Mentor team members on complex financial processes, Interact with senior management as a trusted advisor, Lead initiatives to develop an integrated enterprise planning process, Direct analyses and guide development of critical processes and technologies, Ensure risks are identified and controlled in accordance with policies, Produce financial reports and provide recommendations based on data

Seniority

Senior, hands-on IC with mentorship responsibilities