AI Solutions Analyst
Core
Build AI agents, automations, and reporting solutions to reduce manual effort in Financial Planning & Analysis (FP&A), Sales Compensation, and operational processes.
Role type
Senior IC AI Solutions Analyst (Process Excellence)
Builds
AI agents, automated workflows, and secure reporting solutions for FP&A and Sales Compensation teams.
Domain
Financial Services / FP&A / Sales Operations / Process Automation
Deliverable
production ML models | product features
Required skills
Microsoft Copilot Studio, Power Automate, Python (Pandas, openpyxl), Excel (Power Query, VBA), API integration, Power BI, Salesforce, prompt engineering, data validation
Preferred skills
Finance/FP&A domain knowledge, Microsoft Graph API, Dataverse/SQL, Azure AI/Functions/OpenAI, RPA, governance/security controls
Technologies
Microsoft Copilot Studio, Power Platform, Python, Power BI, Salesforce, Excel, SharePoint, Outlook, Teams, Azure AI, Azure Functions, Logic Apps
Responsibilities
Build AI agents for recurring business processes; Automate manual FP&A and Sales Compensation tasks; Create agents to answer questions from documents and trackers; Develop workflows for reports, reminders, and data validation; Integrate agents with business systems; Build validation scripts for compensation calculations; Design human-in-the-loop approvals for sensitive outputs; Document automation logic and controls; Track automation benefits.
Seniority
Senior, hands-on IC
