Analyst, Finance Analytics & AI

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 CoWork.
• 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

• Own semantic layers end-to-end — model design, versioning strategy, verified query coverage, and accuracy iteration based on eval metrics; not just build models, but maintain the contract between the model and its consumers across each quarterly iteration.
• 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. You know how to write a prompt that produces production-ready output, how to steer a model that's heading in the wrong direction, and how to encode domain logic into a reusable, parameterized skill. You have a measurable, trackable record of daily AI usage.
• Prompt engineering and skill authoring — You can write a structured prompt (YAML + Markdown or equivalent) that routes correctly 95% of the time, handles edge cases gracefully, and encodes enough domain knowledge that the model behaves like a subject matter expert. You think in terms of context, instructions, examples, and output format — not just "the thing I typed before the code came out."
• Python — Modern, type-hinted, readable. You write Python-based applications, data pipelines, and reporting automation. You understand caching, session state, and how to structure a multi-page app cleanly. At the senior level: you've contributed to a shared library or package that others depend on, and you've designed agent orchestration systems — including parallel agent patterns with synthesis layers.
• SQL — CTEs, window functions, incremental pipeline patterns. You don't look up the syntax for a row-numbered deduplication.
• Data modeling fundamentals — You understand bronze, silver, and gold data models conceptually and contribute to the gold layers and how they translate to semantic layer. You know not just how to build a model, but how to version it, evaluate SQL generation accuracy, maintain a verified query library, and iterate based on real analyst feedback. A non-technical user should be able to query your model in plain English and get a correct answer.

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, or working within the Snowflake Intelligence ecosystem.
• Finance literacy — You can read a revenue waterfall, distinguish ARR from NRR, and explain what drives a QoQ change in product revenue.
• Reporting automation — openpyxl, multi-tab Excel exports formatted to spec, named ranges.
• dbt — Model authoring, ref() patterns, YAML tests in a cloud warehouse context.
• Semantic search / embeddings — Vector similarity, embedding-based retrieval, and how they power natural language analytics.

Soft skills required

• Translates between AI, data, and finance. Your stakeholders are financial analysts and senior directors who think in Excel models and board decks. You write prompts and code, but your output needs to make sense to someone who has never opened a terminal. You are the translation layer between what the model can do and what finance actually needs. You communicate complex ideas simply, ensuring stakeholders understand, trust, and can act on what you build. You set the standard for how agents are built on this team. Junior analysts look to your skills and code as the reference implementation. You push back on shortcuts that create maintenance debt. You don't wait to be asked to improve shared infrastructure.
• Thinks in workflows, not tasks. You don't just answer a question — you build a tool that answers it forever. When asked to do something twice, you automate it. Your instinct is to encode work into a reusable agent, not to redo it manually each week. At the senior level, this extends to the team: when the team does something repeatedly, you build the shared infrastructure that makes everyone faster.
• Works fast with high accuracy. The role runs on a weekly cadence tied to finance deliverables. You scope, build, and ship a working artifact in 1–2 days. Accuracy matters more than speed — but accuracy is not a reason to be perpetually slow.
• Comfortable with ambiguity. The brief is often: "Can you build something like the earnings tool, but for sensitivity analysis?" You scope it, build a working prototype, and come back for feedback — not a list of clarifying questions.

Minimum requirements

• 3-5+ 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, not occasional.
• Proficient in SQL.