Guardianlife

Finance Model & AI Solutions Lead

New York, New York, United StatesFull timeLead$118,980 - $195,465 / yearPosted 4 days ago
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Is the opportunity to join a culture where “We Do the Right Thing,” and “We Courageously Shape Our Future Together” important to you? If so, Guardian is seeking a motivated individual to join our team as a Finance Model & AI Solutions Lead.The colleague in this role will design, build, and scale intelligent planning solutions across Finance & Risk. This role will combine Oracle Planning (EPM) model development with advanced AI agent capabilities to modernize forecasting, scenario analysis, and decision support.The individual will directly build and enhance Oracle Planning models (metadata, business rules, drivers, integrations) while also developing and deploying AI-powered agents that automate workflows, generate insights, and improve user experience. This role sits at the intersection of FP\&A, data, and AI, enabling a more dynamic, driver-based, and insight-led planning operating model powered by cutting-edge artificial intelligence.You willKey ResponsibilitiesOracle Planning (EPM) Model Development & AI Enhancement:Design, build, and maintain Oracle EPM Planning models with integrated AI capabilities for automated metadata generation and optimizationDevelop business rules, calculations, and driver-based models enhanced by machine learning algorithms for improved accuracyDevelop AI-powered scenario generation capabilities that automatically create and evaluate multiple planning scenariosImplement AI-assisted data validation and quality checks within EPM workflowsCreate and manage dimension hierarchies, forms, and dashboards with AI-powered recommendations and anomaly detectionLeverage AI code assistants to accelerate Groovy scripting and calculation developmentPartner with Data and Technology teams to build integrations between Oracle Planning and source systemsIntelligent Analytics & Decision Support:Implement machine learning models for predictive forecasting and trend analysis within the planning frameworkBuild anomaly detection systems to identify unusual patterns in financial data and flag for reviewCreate AI-driven variance analysis tools that automatically generate explanatory narratives for budget vs. actual differencesIntegrate external data sources and alternative data using AI to enhance forecast accuracyDevelop sentiment analysis capabilities to incorporate qualitative factors into quantitative planning modelsAI Agent & Solutions Development:Design and deploy AI agents using platforms such as Claude Cowork, OpenAI APIs, and Azure AI Services to automate routine planning tasksBuild custom AI solutions that assist finance users with natural language queries, scenario modeling, and variance analysisDevelop intelligent automation workflows using AI to streamline data collection, consolidation, and reporting processesCreate conversational AI interfaces that enable business users to interact with planning data through natural languageImplement retrieval-augmented generation (RAG) systems to provide context-awar...