Overview
This role involves developing AI-powered solutions to enhance financial analysis, reporting, and decision-making. The position combines financial modeling, business intelligence, data analytics, and AI agent development to automate workflows and deliver actionable insights across the organization.
Responsibilities
- Design, build, and maintain AI agents supporting financial planning, forecasting, reporting, and operational analysis.
- Develop and optimize Power BI data models, dashboards, and executive reporting solutions.
- Write and maintain SQL queries to extract, transform, and analyze data from multiple systems.
- Conduct financial analyses, variance analyses, and trend identification using large datasets.
- Collaborate with finance, operations, and technology teams to identify automation opportunities.
- Evaluate emerging AI technologies and recommend solutions to improve business processes.
- Document analytics processes, data models, and AI workflows.
Physical Requirements
- Work performed while sitting/standing and interfacing with a personal computer.
- Ability to communicate effectively using speech, vision, and hearing.
- Regular use of hands for simple grasping and fine manipulations.
- Occasional bending, squatting, crawling, climbing, and reaching.
- Ability to occasionally lift, carry, push, or pull medium weights, up to 50 lbs.
Remote Work Qualifications
- Reliable and secure high-speed internet connection (cable or fiber preferred, at least 75 Mbps download/10 Mbps upload).
- Access to a home router and modem.
- Dedicated home office space that is noise- and distraction-free with strong wireless or wired Ethernet connection (wired preferred).
- Valid physical address (no PO Boxes) for receiving equipment.
- Ability and willingness to work and communicate with team members via chat, webcam, etc.
- Legal residency in one of the following states: AK, AL, AR, AZ, CT, DE, FL, GA, IA, ID, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NM, NV, OH, OK, PA, SC, SD, TN, TX, UT, VA, VT, WI, WV, or WY.
- H-1B Visa Sponsorship not available; W2 employment only.
Experience
- Experience with Power BI, SQL, and financial analysis.
- Knowledge of AI tools, large language models (LLMs), agent frameworks, or workflow automation platforms.
- Strong analytical and problem-solving skills.
- Ability to communicate complex findings to business stakeholders.
Education
- No degree required; relevant skills and experience are prioritized.
Desired Traits & Skills
- Strong analytical and problem-solving abilities.
- Ability to work independently while managing multiple priorities.
- Strong communication skills with the ability to clearly present findings to stakeholders.
- Curiosity and initiative to explore data and identify opportunities proactively.
- Critical thinking about business problems beyond executing requests.
- Interest in building scalable, sustainable reporting solutions rather than one-off reports.
Compensation & Benefits
- Medical, vision, and dental insurance.
- Paid time off (PTO).
- Paid maternity and parental leave.
- Life insurance and disability coverage.
- Dependent Care Flexible Spending Account (FSA).
- 401(k) matching.
- Employee Assistance Program.
- Wellness incentives.
- Company discounts.
- Discounts on AT&T and Verizon services.
- Bonus opportunities.
- Accident and critical illness insurance.
- Adoption assistance.
Location
- Headquarters located in Lancaster, Pennsylvania.
- Some benefits such as on-site fitness centers and dog-friendly offices are available only at headquarters locations.