Financial Analyst, AI & Data

Overview

We are seeking a detail-oriented, analytically driven
Financial Analyst, AI & Data
to support financial analysis and AI-powered workflows across the organization. This is a great opportunity for someone early in their career who is curious about the intersection of finance and technology—you’ll work alongside experienced Finance and Engineering teammates, gain hands-on experience with modern tools, and help translate financial data into clear, actionable insights.

The job is 100% remote based in either New Jersey or Texas.

Key Responsibilities

AI-Powered Financial Analysis & Modeling

• Assist in building and maintaining AI-assisted financial models, forecasts, and scenario analyses using LLM-integrated platforms—including applying techniques like anomaly detection, forecasting, and NLP to surface financial signals.
• Help document financial models, AI workflows, and analytical outputs including assumptions, data sources, and model owners to build good habits around documentation early.

Finance Partnership & Stakeholder Alignment

• Collaborate with Finance, Product, Sales, and Engineering teams to understand financial planning needs, clarify model inputs and data requirements, and contribute to AI use cases with support from senior analysts.
• Assist in scoping finance and business requests into well-defined analytical tasks, working with senior team members to develop model specifications and success criteria.

Financial Insights & Strategic Analysis

• Run analyses on revenue trends, cost drivers, budget variances, and financial performance using AI-augmented tools, and provide guidance on interpreting and communicating results.
• Assist with root-cause analysis on financial deviations or unexpected model outputs, developing investigative skills that will grow over time.
• Help prepare clear, well-structured summaries and data narratives that communicate financial findings to stakeholders in an accessible way.

Cross-Functional Collaboration

• Maintain financial metric dictionaries and model documentation so that definitions, assumptions, and outputs are consistent and accessible across teams.
• Help make AI tools and financial analyses accessible to non-technical teammates through clear documentation, guides, and hands-on support.
• Respond to ad-hoc data and analysis requests from different key stakeholders, building speed and accuracy in delivering reliable outputs.

Key Competencies

• Analytical Thinking:
  Approaches problems with curiosity and structure; comfortable breaking down a question into smaller steps even when the full answer isn’t immediately clear.
• Stakeholder Management:
  Eager to ask good questions, listen carefully, and follow through on commitments; building trust with teammates and stakeholders from day one.
• Data Storytelling:
  Able to present numbers and findings in a clear, organized way; developing the ability to tell a simple story with data.
• AI & Technical Fluency:
  Foundational exposure to AI/ML tools (coursework, projects, or internships count); genuine enthusiasm for learning new technologies in a fast-moving space.
• Financial Acumen:
  Basic understanding of financial statements and FP&A concepts (e.g. budgeting, forecasting, variance analysis); excited to deepen this knowledge on the job.

Success in This Role Looks Like

• Dashboards are accurate, timely, intuitive, and widely adopted by internal teams.
• Stakeholders report faster decision-making and reduced need for ad-hoc analysis.
• KPIs and metric definitions become standardized across the organization.
• Leadership receives proactive insights and explanations—not just data.
• Continuous improvements to data quality and dashboard performance.