AI Financial Operations Analyst

Quora

AI Financial Operations Analyst enhancing FP&A through automation and AI. Working effectively in a remote-first team to innovate finance processes and systems with AI.

Posted 7/30/2026full-timeRemote • California • 🇺🇸 United StatesMid-LevelSenior💰 $80,190 - $186,375 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in building and implementing AI-driven automation within finance functions, including forecasting, budgeting, and management reporting. Strong ability to connect various financial systems and enhance operational efficiency through innovative solutions.

Highest-signal resume keywords

AI-Driven AutomationFinancial ModelingFP&A ExperienceAI Tooling ProficiencySpreadsheet Craft

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

ForecastingBudgetingManagement ReportingVariance AnalysisMonth-End CloseFinancial AnalysisProcess AutomationData IntegrationAI Systems DesignCompliance Monitoring

Soft Skills

Self-StarterAction BiasAutonomyCommunication

Tools & Technologies

ERP SystemsSpend Management SystemsHRISCRM SystemsAI AgentsLLM-Powered Workflows

Certifications & Qualifications

Bachelor's Degree in AccountingBachelor's Degree in Finance

Industry Keywords

Corporate FinanceFP&AAutomationComplianceFinance Processes

Tech Stack

Tools & technologies

ERP

About the role

Key responsibilities & impact

Build, run, and continuously improve AI-driven automation across the FP&A function — forecasting, budgeting, management reporting, variance analysis, and month-end close workflows
Own the operational side of tax — monitor obligations and deadlines, keep schedules and workpapers current, and build automation that makes compliance continuous
Connect ERP, spend management, equity, HRIS, and CRM systems with AI agents, integrations, and scripts — systematically eliminating manual, repetitive finance processes
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
Document what you build, keep it reliable and auditable, and help raise the AI capability of the broader finance team

Requirements

What you’ll need

Availability for meetings and impromptu communication during Quora's “coordination hours” (Mon-Fri: 9am-3pm Pacific Time)
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

Benefits

Comp & perks

medical/dental/vision coverage
equity refreshers
remote work reimbursement
paid time off
employee assistance programs