AI Prompt Engineer - Finance

Join a global Contract Resource Organization (CRO) where innovation meets purpose. At Worldwide Clinical Trials, we're driven by a shared commitment to improving lives through high-quality clinical research. Our teams are empowered to think creatively, take ownership, and deliver meaningful work that helps bring life-changing therapies to patients around the world. 

With more than 4,000 professionals across the globe, we foster a collaborative and inclusive environment where diverse perspectives are valued, growth is encouraged, and every contribution makes an impact. Whether you're building your career or bringing years of experience, you'll have the opportunity to learn, grow, and help shape the future of clinical research. 

Make an Impact as an AI Prompt Engineer (Finance) at Worldwide

Shape how Finance teams use AI to work smarter, faster, and more consistently. As an AI Prompt Engineer (Finance), you will design the prompts, skills, templates, and instructions that help finance professionals get reliable, high-quality results from Claude, Microsoft Copilot, and GenieOne across core financial workflows.

In this role, you'll work at the intersection of finance, business process improvement, and AI adoption. You'll partner closely with Finance, FP&A, Data, and Technology teams to standardize best practices, create reusable AI assets, and help non-technical users confidently leverage AI in their day-to-day work.

Your impact will be measured by the quality, consistency, and adoption of the AI-enabled workflows you create, helping teams save time while maintaining strong governance, review, and control practices.

Where You'll Work

This is an ONSITE role open to candidates based in Trivandrum. You will collaborate with global teams across multiple time zones.

Travel is required as part of this onsite position.

What You'll Do

• Design and optimize multi-step prompts for Claude, GenieOne, and Microsoft Copilot to support financial reporting, variance analysis, forecasting, and management reporting activities.
• Build and maintain a reusable library of AI skills, templates, and prompt assets that can be adopted across Finance and other business functions.
• Create custom instructions and user-friendly templates that enable non-technical finance professionals to generate consistent, high-quality outputs.
• Partner with FP&A teams to develop AI-assisted workflows for budgeting, forecasting, variance commentary, and business performance reviews.
• Develop prompt frameworks for management reporting deliverables, including monthly and quarterly business reviews, board summaries, and profitability analyses.
• Deliver training, onboarding, office hours, and guidance materials that drive successful adoption of AI tools across Finance.
• Establish quality review processes, usage guidance, and governance controls for AI-assisted finance outputs.
• Collaborate with Data and Technology teams to support responsible AI usage, data handling requirements, and alignment with systems of record.
• Monitor adoption, gather user feedback, measure impact, and continuously improve the effectiveness of the AI skills and prompt library.

What You'll Bring

• Bachelor's degree or equivalent professional experience in Finance, Accounting, FP&A, Business, or a related field.
• 2+ years of hands-on experience developing structured and multi-step prompts for large language model assistants, including experience with Claude, GenieOne, and/or Microsoft Copilot.
• Experience building, curating, or maintaining reusable prompt libraries, AI skills, templates, or user guidance for teams or business functions.
• Strong working knowledge of finance and FP&A processes, including monthly close activities, budgeting, forecasting, variance analysis, and management reporting.
• Experience working with finance data exports and business-system outputs, with strong Excel and spreadsheet capabilities.
• Demonstrated ability to create clear business narratives, practical guidance, and reusable assets that non-technical users can successfully adopt.
• Familiarity with Microsoft 365 and Copilot applications, and exposure to reporting tools such as Power BI is preferred; experience within SOX, audit, or financial controls environments is also advantageous.
• Proficiency in English and strong written communication skills.

Discover the Difference

We love knowing that someone is going to have a better life because of the work we do.  Discover the Difference at Worldwide Clinical Trials. Explore additional opportunities on our careers page, visit http://www.worldwide.com/careers, or connect with us on LinkedIn.