Sr. Financial Analyst - AI and Data Analytics

Position Summary

This position reports to Director of Finance and is responsible for supporting financial forecasting and planning for Purpose Financial and its family of brands. We work in a demanding environment; the ability to handle multiple projects and meet deadlines is required. The successful candidate will be initiative-taking and thrive in a team-focused, highly communicative environment. This position will support our business partners across the organization by identifying data-analytics based recommendations to drive bottom-line profitability and collaboration with peer analysts to drive improvement of KPI-based financial models. Collaboration with Credit Risk, Analytics, BI, & ETL/Teams is expected to drive enterprise-wide progress. Additional responsibilities are likely to include ownership of components of the Annual Plan, Reforecast, & Long-Term Planning processes as well as cash flow forecasting.

Job Responsibility

As a senior member of the team this individual is expected to provide coaching/mentorship to junior teammates as well as provide functional training on data analysis to all teammates. This individual will also be relied upon to communicate effectively with Operational and Senior Management including, but not limited to, presentation development, leading meetings, as well as other verbal/written interactions.

• Lead development of FP&A datasets as well as distribution and communication performance tracking and KPI dashboards supporting business improvement and financial forecast processes
• Utilize AI-driven forecasting tools to improve the speed and precision of financial projections
• Responsible for building, maintaining, and enhancing financial forecast models within OneStream, ensuring accuracy, scalability, and alignment with enterprise planning standards across Purpose Financial's family of brands
• Partner with Data Science and Data Engineering teams to integrate machine learning outputs into financial models and planning workflows
• Identify opportunities to automate manual financial processes through AI and intelligent automation solutions
• Monitor and validate AI-generated financial insights to ensure accuracy, auditability, and alignment with business objectives
• Ad-hoc requests, what-if analyses, and other duties as assigned.

Job Responsibilities Cont.

Education Required

Minimum BS Degree in Finance, Economics, Mathematics, Computer Science, or other relevant degree. Relevant master’s degrees and MBA preferred.

Experience Required

6+ years of related experience strong initiative in a team-focused environment. 

Knowledge Required

Excellent written and verbal communications skills; adaptability and flexibility to changing environment; and comfortable working in a dynamic, high volume, fast-paced environment.  Ability to understand and ensure compliance with policies, procedures, and laws governing our industry/business and products.

Must have and will frequently employ knowledge of data querying, cleaning, & development as well as dashboarding and use of Tableau (or similar tool) for analytics, reporting, & communication. Ability to develop and foster mutually beneficial business relationships with a customer-service focus. Advanced critical thinking, problem solving, and sound judgment to escalate issues to manager. Proficient use of OneStream for financial planning, forecasting, and reporting is strongly desired. Prior experience building or maintaining OneStream models and workflows is considered a significant advantage.

The following AI-related competencies are required to succeed in this role:

• Familiarity with AI-assisted analytics tools to accelerate financial analysis, summarize data trends, and generate narrative reporting
• Ability to leverage AI/ML model outputs within financial models — interpreting predictions, confidence intervals, and anomaly detection results to inform planning decisions
• Experience using AI to streamline and automate recurring processes such as variance analysis, data reconciliation, report generation, and KPI tracking
• Proficiency in prompt engineering; the ability to craft effective queries and instructions to extract accurate, relevant insights from AI tools in a finance context

Physical Requirements

Sitting for long periods of time; standing occasionally; walking; bending; squatting; kneeling; pushing/pulling; reaching; twisting; frequent lifting of less than 10 lbs., occasional lifting of up to 20 lbs.; driving and having access during the workday to an insured and reliable transportation; typing; data entry; grasping; transferring items between hands and/or to another person or receptacle; use of office equipment to include computers; ability to travel to, be physically present at, and complete the physical requirements of the position at any assigned location.

Competencies

Travel

Less than 10%; travel expenses between Corporate Office and chosen hybrid workspace will not be reimbursed.

Attire

Business Casual

Other

Must be eligible to work in the USA and able to pass a background check.