Ellis Rix
Principal Recruitment ConsultantEllis Rix
Principal Recruitment ConsultantAbout the Role
We are currently recruiting for a Treasury & Finance AI Enablement Analyst to help embed AI into core Treasury and FP&A workflows. This role focuses on turning well‑defined finance processes into structured, reliable AI agents and automated workflows using a proprietary agentic AI platform.
This is a prompt‑engineering and AI‑workflow role, ideal for someone with Treasury, FP&A, Trading Finance, or Finance Systems experience who wants to modernise finance operations through applied AI.
Responsibilities
Required skills
If this role is of interest to you. Please reply with an updated version of your CV.
This is a prompt‑engineering and AI‑workflow role, ideal for someone with Treasury, FP&A, Trading Finance, or Finance Systems experience who wants to modernise finance operations through applied AI.
Responsibilities
- Partner with Treasury and FP&A teams to deliver AI‑enabled reporting, forecasting, and analytics.
- Translate business requirements into structured AI agent workflows, prompts, and evaluation logic.
- Build and refine agents for: liquidity analysis, cash flow forecasting, debt reporting, variance analysis, and executive summaries.
- Improve prompt design and agent logic to ensure accuracy, consistency, and governance alignment.
- Automate recurring workflows tied to close cycles, forecast updates, and Treasury reporting.
- Test, validate, and document AI outputs to ensure reliability and adoption.
Required skills
- 2–4 years in Treasury, FP&A, Trading Finance, or Finance Systems.
- Strong understanding of financial statements, liquidity concepts, forecasting cycles, and variance analysis.
- High proficiency in Excel and comfort with structured financial data.
- Ability to work directly with finance stakeholders in a deadline‑driven environment.
- Bachelor’s degree in Finance, Accounting, Economics, Engineering, Math, Computer Science, or similar.
- Experience with LLMs, prompt engineering, AI agents, or workflow automation.
- Exposure to treasury systems, ERPs, or consolidation tools.
- Experience automating finance processes.
- Python or scripting for analytics (optional).
- Hands‑on experimentation with GPTs or structured AI workflows.
If this role is of interest to you. Please reply with an updated version of your CV.
