Are you passionate about finance but equally obsessed with the power of Artificial Intelligence? We are seeking a highly motivated FP&A Summer Associate to join our team in San Mateo and spearhead our finance automation initiatives.
In this role, you will have the opportunity to participate in impactful projects that help to drive and shape the way FP&A operates. You will not only crunch numbers and create reports, but you will also act as the bridge between finance and technology. You will partner with our FP&A managers to map out existing workflows across our primary financial systems (NetSuite, Workday HCM, and Workday Adaptive Planning) and design AI-driven solutions to automate repetitive tasks, enhance data accuracy, and generate predictive insights.
Key Responsibilities:
- Process Mapping & System Optimization: Analyze and document current FP&A workflows within NetSuite, Workday, and Adaptive Planning to identify bottlenecks, manual data-entry points, and areas for automation.
- AI Integration & Automation: Research, test, and implement AI tools (e.g., LLMs, Microsoft Copilot, custom Python scripts, or RPA) to streamline data extraction and consolidation across our financial stack.
- Proof of Concept (PoC) Development: Build and present working prototypes of automated financial models or dashboards that reduce manual processing time for month-end reporting and variance analysis.
- Prompt Engineering & Data Querying: Develop optimized prompts and queries to extract actionable financial insights from large datasets pulled from our ERP and EPM systems using Generative AI tools.
- Cross-Functional Collaboration: Work closely with FP&A, Investor Relations, Accounting, Data/IT, and other cross-functional teams to ensure automated solutions are secure, scalable, and compliant with financial controls.
- Strategic Support: Assist the FP&A and Investor Relations team with ad-hoc financial modeling, close activities, market benchmarking, competitive analysis and preparation of executive dashboards to understand the foundation of the process you are automating.