Finance Analytics & AI Associate

Role Purpose

The Finance Analytics & AI Associate will be responsible for directing and reviewing the in-house AI agent, “Trusty,” to ensure it maintains accurate reporting, forecasting, and analysis. This will be an on-the-job learning experience, directly supporting the CFO.

This role will be responsible for maintaining the data input and accuracy output of Trusty, and will expand its capabilities through prompt engineering, vibe coding, and working with source data.

As the role progresses, will be capable of supporting pricing analyses, business cases, and investment decisions.

Key Accountabilities and Responsibilities

Finance Management Reporting

• Produce the monthly management report, the month-end actualisation and the weekly income update by working with Trusty
  • Responsible for prompting it, checking output and building improvements with AI coding tools.
• Maintain the finance KPIs used in management, committee and regulatory reporting and in Board reports.
• Check reports and papers for consistency across pages and back to source before they are published.

Executive Support

• Work directly with the CFO and assist them by preparing materials, following through on actions from Finance meetings, and making sure what is agreed gets done.
• Maintain the Finance operating calendar and team agenda, keeping track of submissions and actions so that deadlines are met.

Planning and forecasting

• Keep the forecasting process running in Trusty, using AI-assisted development to fix and extend it.
• Turn business input into forecast updates.
• Use AI to understand and validate the yields, cost of funds and other measures that Trusty produces.
• Build external peer benchmarks, such as cost-to-income and net interest margin, from published financial statements.

Automation, data and projects

• Identify AI and automation opportunities across Finance and run small projects from idea to controlled use.
• Build dashboards and management information.
• Source data from Microsoft Fabric and write SQL queries, keeping data definitions clean so that every number reconciles to source.
• Use AI agents to document Finance processes and keep that documentation current, so that no task depends on one person.

Experience, Skills & Attributes

Essential

• A degree in finance, accounting, or other related field.
• Some work experience in banking, data, or other financial field, either in internships or full-time employment.
• Strong attention to detail with numbers.
• Curiosity about AI and the ability to learn quickly.
• Progress towards or committed to starting a recognised finance professional qualification, such as CPA or CFA.

Desirable

• Experience producing reports.
• Some experience with coding, including AI-assisted coding, for example SQL, Python, R or RStudio, Claude or similar tools.
• Financial modelling.