AI Financial Operations Analyst (remote)

Quora Quora · Consumer · Multiple · Remote · Finance

This role focuses on building and operating AI-driven automations for financial operations, including FP&A, tax, and general finance processes. The core responsibility is to design and ship new AI systems and agents that integrate various financial systems to eliminate manual tasks and expand the function's capabilities. It requires hands-on AI building experience and a strong understanding of corporate finance.

What you'd actually do

  1. Build, run, and continuously improve AI-driven automation across the FP&A function — forecasting, budgeting, management reporting, variance analysis, and month-end close workflows
  2. Own the operational side of tax — monitor obligations and deadlines, keep schedules and workpapers current, and build automation that makes compliance continuous
  3. Connect ERP, spend management, equity, HRIS, and CRM systems with AI agents, integrations, and scripts — systematically eliminating manual, repetitive finance processes
  4. Design and ship new automations and AI systems that expand what the finance function can do — building is core to this role, not just maintaining what exists
  5. Document what you build, keep it reliable and auditable, and help raise the AI capability of the broader finance team

Skills

Required

  • Bachelor's Degree in accounting or finance or equivalent required
  • 5+ years of corporate finance / FP&A experience — forecasting, budgeting, management reporting, and month-end close mechanics
  • Demonstrated, hands-on ability to build with AI tooling - agents, LLM-powered workflows, and automations that run real processes in production, not just familiarity with chat tools
  • Strong financial modeling and spreadsheet craft
  • Self-starter with a strong action bias, able to operate with high autonomy and minimal hand-holding in a lean, remote-first team

Nice to have

  • Corporate finance experience at a technology company
  • Experience with Claude, Claude Code, and MCP integrations
  • Familiar with tools such as NetSuite, Ramp, Carta, BambooHR, Salesforce, and Google Workspace; specific systems are learnable
  • Experienced working across ERP, spend management, equity, HRIS, CRM, and data warehouse environments

What the JD emphasized

  • build with AI tooling - agents, LLM-powered workflows, and automations that run real processes in production, not just familiarity with chat tools

Other signals

  • AI-driven automation
  • agents, LLM-powered workflows
  • run real financial processes in production
  • ship new automations and AI systems