Business Analyst (AI Transformation for Finance)

Lewis Personnel Management; Taguig; On-site; PHP 900,000 - 1,300,000; Full time

Job summary

Lewis Personnel Management seeks a tech-savvy professional to drive AI and automation adoption within our Finance & Treasury Department. You will bridge business needs and technical solutions, designing and validating AI-powered prototypes and POCs for broader deployment.

Engage with stakeholders across Finance, Treasury, and Tech, translating requirements into scalable automation workflows and ensuring successful handoffs to execution teams.

Qualifications

• Experience with SQL and Python.
• Ability to collaborate across Finance, Treasury, and Tech.
• Analytical and curious mindset for AI/automation.
• Experience designing POCs and prototypes.

Responsibilities

• Deep-dive into Finance and Treasury workflows to identify pain points and opportunities for automation and AI-driven improvement.
• Partner closely with Finance/Treasury stakeholders to understand processes, pain points, and desired outcomes.
• Design, build, and iterate on Proof of Concepts (POCs) and prototypes using AI/automation tools.
• Validate solutions with business users, refining based on feedback.
• Prepare validated POCs for handoff to the Tech team, ensuring smooth review, scalability assessment, and deployment.
• Act as a connector between Finance/Treasury and Tech, fostering strong cross-functional collaboration.

Skills

Tech-savvy

Collaborative

Analytical

Strong communicator

Tools

SQL

Python

RPA

Low-code/no-code

Job description

About the role

We're looking for a tech-savvy, curious, and collaborative professional to join our Finance & Treasury Department and drive AI and automation adoption across our processes. This role sits at the intersection of Finance and Technology — acting as the vital bridge that translates business needs into working solutions.

Key responsibilities

• Deep-dive into Finance and Treasury workflows to identify pain points and opportunities for automation and AI-driven improvement
• Partner closely with Finance/Treasury stakeholders to understand processes, pain points, and desired outcomes
• Design, build, and iterate on Proof of Concepts (POCs) and prototypes using AI/automation tools
• Validate solutions with business users, refining based on feedback
• Prepare validated POCs for handoff to the Tech team, ensuring smooth review, scalability assessment, and deployment
• Act as a connector between Finance/Treasury and Tech, fostering strong cross-functional collaboration

About you

• Tech-savvy — comfortable exploring AI tools, automation platforms (e.g., RPA, low-code/no-code, scripting), and quickly picking up new technologies
• Experience in SQL and Python
• Naturally collaborative — skilled at building relationships and connecting people, ideas, and teams across Finance, Treasury, and Tech
• Analytical & curious — able to break down complex financial/treasury processes and spot where AI or automation adds real value
• Builder mindset — hands-on, experimental, and comfortable working in ambiguity to rapidly prototype and iterate
• Strong communicator — able to translate between business language and technical concepts, and to bring stakeholders along the innovation journey
• Background in Finance/Treasury is a plus, but genuine interest in Finance operations combined with strong tech aptitude is equally valued