Laurel

AI Ops & Strategy, Finance

Laurel

full-time

Posted on:

Location Type: Hybrid

Location: San Francisco • California • New York • United States

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Salary

💰 $130,000 - $170,000 per year

About the role

  • Partner with Finance, Accounting, and Ops leaders to understand workflows, pain points, and goals
  • Build and deploy AI agents and automations using Claude Code, Clay, n8n, Replit, Lovable, Cursor, and Gumloop
  • Design and implement automations and/or internal products for financial reporting, reconciliation, and internal tooling needs
  • Own end-to-end rollout of AI initiatives including training, change management, and adoption tracking
  • Create playbooks and knowledge-sharing resources to scale impact across finance functions
  • Act as an internal coach, helping teams level up their comfort and fluency with AI tools
  • Manage vendors, negotiate contracts, and ensure all tools meet our security and compliance standards
  • Track and report ROI on implemented solutions including close time reduced, errors eliminated, and hours saved

Requirements

  • 2-5 years in investment banking, management consulting, private equity, FP&A, or a similar role
  • Hands-on experience with Claude Code, Clay, n8n, Replit, Lovable, Cursor, and Gumloop
  • Strong working knowledge of AI tooling landscape including Claude, ChatGPT, and similar tools
  • Strong working understanding of financial processes and excellent financial modeling skills
  • Proven ability to work cross-functionally in fast-paced, high-ownership environments
  • Comfortable prototyping with low-code and code-first platforms
  • Sharp process thinker with a strong sense of "what good looks like" across finance functions
  • Lifelong learner with a strong bias for action and experimentation
Benefits
  • Competitive salary
  • Equity
  • Comprehensive health coverage
  • 401(k)
  • Wellness/commuter/FSA stipends
  • Flexible PTO and sick days
  • "Life happens" policy
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
AI agentsautomationsfinancial reportingreconciliationfinancial modelinglow-code platformscode-first platformsprocess thinkingchange managementadoption tracking
Soft Skills
cross-functional collaborationcoachingcommunicationproblem-solvingadaptabilitybias for actionexperimentationorganizational skillsleadershipanalytical thinking