Finance Business Analyst

Job Summary

The ERDM (Enterprise Reporting and Data Management) Business Analyst is responsible for ensuring that Sales & Finance AI solutions operate with the highest levels of trust, accuracy, control, and compliance.

We are seeking a detail-obsessed, data driven expert to serve as the guardian of accuracy for our Sales & Finance AI chat assistants. You will design validation frameworks, partner with data engineering teams, and ensure every metric the AI surfaces - especially Bookings and Revenue - is accurate, consistent, and trustworthy. You will lead incident response on any data accuracy or hallucination even

The role also serves as the bridge between Finance users and technical development teams. This role is responsible for translating business requirements into AI-enabled solutions and ensuring that Finance AI capabilities align with business goals and leadership needs.

Job Requirements

Requirements & Solution Definition:
- Gather and document Finance business requirements through interviews, workshops and feedback; write clear user stories with testable acceptance criteria
- Ensure requirements reflect metric integrity standards and executive-readiness expectations

AI Quality Assurance:
- Develop and maintain AI testing frameworks: test scenarios, expected outputs, edge cases, pass/fail criteria
- Define quality standards for AI responses: accuracy, completeness, formatting, tone, contextual relevance
- Validate AI outputs against Snowflake data using SQL; confirm Bookings and Revenue match official Finance reporting
- Run UAT, regression and release testing for every feature, prompt update, data refresh or model change
- Coordinate business sign-off with Finance stakeholders before production release

Hallucination Prevention:
- Design validation tests for fabricated data, incorrect metric associations, misleading trends and unsupported narratives
- Catalog high-risk use cases: multi-step calculations, YoY comparisons, segment breakdowns, forecast vs. actuals
- Monitor response quality through periodic spot-checks and audits
- Escalate suspected hallucinations to the Data Accuracy Specialist (IC4) and team lead; work with IT/Engineering on fixes and guardrails

Executive Use Cases:
- Support design and testing of executive use cases and prompt frameworks for C-suite and SVP users
- Verify that curated queries, guided flows and personalized dashboards produce accurate, polished outputs
- Identify ways to make the executive experience more intuitive, actionable and insightful

Adoption & Change Management:
- Develop adoption strategies, from awareness through daily active use
- Lead user onboarding: guided walkthroughs, sandbox environments, office hours
- Deliver training (live demos, workshops, drop-in sessions) for analysts, managers and directors
- Manage communications: release notes, feature announcements, known issues, adoption progress reports
- Collect and synthesize user feedback through surveys, interviews and usage analytics

Education & Experience

Required Qualifications:

• Bachelor's degree Required
• 7+ years in Business Analysis / Finance Analytics / FP&A Operations
• Experience with AI-powered tools, chatbots, or conversational AI interfaces
• Understanding of Finance metrics and rep orting (Bookings, Revenue, or related areas)
• Working knowledge of SQL and Snowflake
• Understanding of AI/LLM fundamentals - how large language models retrieve, process, and present information; awareness of common failure modes (hallucination, data staleness, context window limitations)
• Prompt Engineering Certificate or related experience