Finance & AI Analyst

CV in; New York (NY); Hybrid; USD 120,000 - 145,000; Full time

Benefits offered by this job

Equity options

Job summary

Cognitiv is seeking a Finance & AI Analyst in New York, NY to transform Finance into a strategic partner by integrating AI and automation. You will build scalable AI-driven workflows across ERP, order management, and ad platforms, delivering actionable insights for leadership.

The role requires 3–5 years FP&A experience, strong SQL, basic Python, and familiarity with data warehouses. It is a hybrid, full-time position offering growth in a tech-focused environment.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related discipline.
• 3–5 years in FP&A, corporate finance, or similar analytical finance role.
• Strong SQL and familiarity with data warehouses for building reports.
• Basic Python proficiency for automating workflows.
• Analytical mindset with ability to surface key metrics for strategic decisions.
• Experience leveraging AI tools to enhance data analysis and reporting.

Responsibilities

• Automate financial processes using ERP and data systems to create AI-driven workflows.
• Enhance reporting with on-demand tools and real-time visibility for leadership.
• Lead planning and forecasting, including annual budgeting and three-year financial modeling.
• Manage cash flow and liquidity planning, supporting corporate finance.
• Develop AI-enabled insights while validating outputs with human oversight.
• Collaborate with cross-functional teams to align financial strategy with business goals.

Skills

SQL

Python

Data Warehouses

ERP Systems

Reporting Tools

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

ERP Systems

Financial Planning Tools

Job description

# Finance & AI AnalystCognitivUSAToday## Continue with your CVPDF, Word, or image. Under 10MB.Apply now## Job descriptionFinance & AI Analyst at Cognitiv.### About the roleCognitiv is on a mission to reshape the advertising landscape, and we are seeking a Finance & AI Analyst to join our team. This position is pivotal in transforming the Finance department from a conventional reporting entity into a strategic partner that leverages AI and automation. As the inaugural Finance & AI Analyst, you will play a crucial role in enhancing our financial operations through innovative tools and processes, enabling the Finance team to make informed decisions swiftly. This role is ideal for individuals who are passionate about building systems from scratch and are eager to integrate AI into finance operations within a dynamic tech environment.### Key facts**Location:** New York, NY**Engagement:** Full-time### What you'll do* \*\*Automate Financial Processes\*\*: Utilize our advanced ERP and data systems to create scalable, AI-driven workflows that streamline recurring finance tasks, allowing the team to focus on strategic advisory roles rather than routine data assembly. You will develop pipelines and reporting mechanisms that draw insights from our ERP, order management, and advertising platforms, delivering proactive financial insights to leadership.* \*\*Enhance Reporting and Decision Support\*\*: Create on-demand reporting tools that provide real-time visibility into the company's performance. You will be responsible for producing comprehensive board and executive reporting packages, along with forward-looking analyses that inform strategic decisions related to product mix and profitability.* \*\*Lead Planning and Forecasting\*\*: Oversee the annual budgeting process and maintain a three-year financial model for the company. Collaborate closely with HR on headcount planning and compensation forecasting, while conducting scenario analyses to support key business decisions.* \*\*Manage Cash Flow and Corporate Finance\*\*: Take ownership of weekly cash positioning and liquidity planning, ensuring effective cash flow forecasting to support corporate finance activities and proactive cash management.* \*\*Develop AI-Enabled Insights\*\*: Implement AI tools to enhance data analysis, automate routine reporting tasks, and generate initial analyses, ensuring that human oversight is applied where necessary to validate AI outputs.* \*\*Collaborate with Cross-Functional Teams\*\*: Work closely with various departments to align financial strategies with overall business objectives, ensuring that finance is integrated into the broader company strategy.* \*\*Identify Key Metrics\*\*: Continuously analyze financial data to identify trends and metrics that may not be immediately apparent, providing leadership with insights that drive informed decision-making.* \*\*Foster a Culture of Innovation\*\*: Encourage a mindset of curiosity and innovation within the finance team, promoting the use of modern tools and methodologies to enhance financial operations.### Requirements* \*\*Educational Background\*\*: A Bachelor's degree in Finance, Accounting, Economics, or a related discipline is essential.* \*\*Professional Experience\*\*: A minimum of 3 to 5 years in financial planning and analysis (FP&A), corporate finance, or a similar analytical finance role is required.* \*\*Technical Proficiency\*\*: Strong skills in SQL and familiarity with data warehouses are necessary for building reports independently. Basic proficiency in Python is also required for automating workflows.* \*\*Analytical Mindset\*\*: A relentless curiosity to understand financial movements and the ability to surface critical metrics that drive strategic discussions.* \*\*Decision-Making Skills\*\*: The capability to frame essential questions for leadership, design analytical scenarios, and provide narratives that support financial decisions.* \*\*AI Utilization\*\*: Experience in leveraging AI tools to enhance data analysis and reporting processes, with a keen understanding of when human validation is necessary.* \*\*Financial Acumen\*\*: A solid grasp of budgeting, forecasting, and financial modeling principles.* \*\*Communication Skills\*\*: Excellent written and verbal communication abilities, with experience in presenting financial insights to diverse stakeholders.* \*\*Proactive Attitude\*\*: A self-starter who thrives in environments that require initiative and creativity in process development.### Nice to have* \*\*Professional Certifications\*\*: CPA or CFA designation (or progress towards one) is a plus.* \*\*ERP Experience\*\*: Familiarity with implementing or optimizing ERP or financial planning systems is advantageous.* \*\*Industry Experience\*\*: Previous experience in a high-growth AdTech company would be beneficial.### Skills & tools* Proficient in SQL and Python for data manipulation and automation.* Familiarity with ERP systems and financial planning tools.* Strong analytical tools and reporting software experience.### Practical notes* \*\*Salary Range\*\*: The compensation for this position is between $120,000 and $145,000, complemented by equity options.* \*\*Work Schedule\*\*: This role requires a hybrid work schedule, with three days in the office (Monday to Wednesday) and two optional remote days (Thursday and Friday).Cognitiv is committed to fostering an inclusive and innovative workplace where employees can thrive. Join us in redefining the future of advertising through the power of AI and finance!