AI Solutions & Finance Modeling Lead

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.

We are seeking a hands-on Finance Model & AI Solutions Lead to design, build, and scale intelligent planning solutions across Finance & Risk.

The individual will directly build deploy 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 will

Key Responsibilities

AI Agent & Solutions Development:

• Design and deploy AI agents using platforms such as Claude Cowork, Microsoft Copilot Studio, OpenAI APIs, and Azure AI Services to automate routine planning tasks
• Build custom AI solutions that assist finance users with natural language queries, scenario modeling, and variance analysis
• Develop intelligent automation workflows using AI to streamline data collection, consolidation, and reporting processes
• Create conversational AI interfaces that enable business users to interact with planning data through natural language
• Implement retrieval-augmented generation (RAG) systems to provide context-aware financial insights and recommendations
• Train and fine-tune large language models (LLMs) on Guardian-specific financial data and terminology

Intelligent Analytics & Decision Support:

• Implement machine learning models for predictive forecasting and trend analysis within the planning framework
• Build anomaly detection systems to identify unusual patterns in financial data and flag for review
• Create AI-driven variance analysis tools that automatically generate explanatory narratives for budget vs. actual differences
• Integrate external data sources and alternative data using AI to enhance forecast accuracy
• Develop sentiment analysis capabilities to incorporate qualitative factors into quantitative planning models
• Governance, Controls, & Model Integrity
• Conduct rigorous testing and validation of models
• Proactively monitor and improve model performance identifying improvement areas to optimize performance and reliability.
• Drive iterative enhancements, maximizing business value realization and user satisfaction.
• Ensure models adhere to AI governance policies, regulatory standards, and ethical guidelines, including bias mitigation and explainability.
• Implement model risk controls, maintain audit trails, and ensure documentation supports auditability and compliance with evolving regulatory requirements.

Oracle Planning (EPM) Model Development & AI Enhancement (Preferred but not required):

• Design, build, and maintain Oracle EPM Planning models with integrated AI capabilities for automated metadata generation and optimization
• Develop business rules, calculations, and driver-based models enhanced by machine learning algorithms for improved accuracy
• Develop AI-powered scenario generation capabilities that automatically create and evaluate multiple planning scenarios
• Implement AI-assisted data validation and quality checks within EPM workflows
• Create and manage dimension hierarchies, forms, and dashboards with AI-powered recommendations and anomaly detection
• Leverage AI code assistants to accelerate Groovy scripting and calculation development
• Partner with Data and Technology teams to build integrations between Oracle Planning and source systems

Collaboration & Enablement:

• Partner with FP&A, Risk, IT, and Data Science teams to find opportunities for AI-enhanced planning solutions
• Conduct training sessions and create documentation for finance users on AI-powered planning tools
• Serve as the subject matter expert on the intersection of EPM and AI technologies
• Evangelize AI capabilities and drive adoption of intelligent planning solutions across the organization
• Mentor team members on AI tools, prompt engineering, and best practices for human-AI collaboration

You have

Required Qualifications

Technical Skills:

Technical Skills:

• 2+ years of experience working with AI/ML technologies, including LLMs, prompt engineering, and AI agent development
• Proficiency in Groovy scripting with demonstrated use of AI coding assistants (Amazon CodeWhisperer, or similar)
• Experience …