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Analyst, Finance Analytics & AI

Builds AI agents, workflows, and Streamlit apps to automate finance analytics processes like revenue analysis and earnings prep. Requires 1-3 years experience, daily AI-assisted development with tools like CoCo, Python, and SQL proficiency.

114k – 143kMenlo Park, CAData AnalyticsOnsite1+ YOE

About the role

What you'll work on

AI agent and workflow development (primary focus)

  • Design and build skills and agentic experiences that encode repeatable finance workflows — revenue analysis, cost monitoring, earnings prep, headcount tracking — into reusable, invokable tools using CoCo and SnowWork
  • Write and iterate on prompt & skill structures (YAML + Markdown skill files) based on output quality and stakeholder feedback
  • Build skills that allows non-technical finance analysts to produce analyst-quality output in a single prompt
  • Evaluate model outputs rigorously — you are the quality gate before anything reaches a finance stakeholder

Finance analytics

  • Build and maintain quarterly and weekly revenue summary pipelines
  • Support sensitivity analysis models for quarterly business reviews & revenue forecast scenarios
  • Produce ad-hoc analysis for Strategic Finance

Semantic Layer & Application development

  • Build and improve semantic data models that expose finance tables to natural language queries via Cortex Analyst
  • Develop and deploy production finance dashboards as Streamlit apps (locally and deployed to Snowflake)
  • Build customer-facing demo applications for Sales and Field teams
  • Apply reusable component patterns and shared utility libraries for consistent, polished UI

Earnings and reporting automation

  • Participate in quarterly earnings cycle prep — scenario tooling, export automation, IR data requests
  • Build and maintain source-of-truth reporting exports (multi-tab Excel, formatted to spec)
  • Support ad-hoc disclosure and investor relations data needs during quarter-end

Hard skills required

Must-have

  • AI-assisted development — You have used an LLM coding assistant (CoCo, Cursor, GitHub Copilot, Claude, or equivalent) as your primary development tool
  • Prompt engineering and skill authoring — You can write a structured prompt (YAML + Markdown or equivalent)
  • Python — Modern, type-hinted, readable. You write Python-based applications, data pipelines, and reporting automation
  • SQL — CTEs, window functions, incremental pipeline patterns
  • Data modeling fundamentals — You understand semantic layers

Strong plus

  • Snowflake Cortex — Cortex Analyst, Cortex Agents, AI_SUMMARIZE, AI_EXTRACT, Dynamic Tables, semantic views
  • SnowWork / CoCo — Prior experience deploying agents, authoring skill files
  • Finance literacy — You can read a revenue waterfall, distinguish ARR from NRR
  • Reporting automation — openpyxl, multi-tab Excel exports
  • dbt — Model authoring, ref() patterns, YAML tests
  • Semantic search / embeddings — Vector similarity, embedding-based retrieval

Minimum requirements

  • 1–3 years of experience in analytics, data engineering, or a technical finance adjacent role
  • Has used an AI coding assistant as a primary development tool — daily usage
  • Proficient in SQL
  • Has shipped at least one Python application that end-users actually interacted with
  • Comfortable working in Git (PRs, branches, code review)
  • Familiar with fiscal year concepts and core revenue metrics (ARR, bookings, NRR)

Skills

PythonSQLPrompt EngineeringSnowflake CortexStreamlitCocoSnowworkdbtYamlGitOpenpyxl

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