Advanced Excel + AI (Financial Operations Analyst)

Purple Hires Inc.
Washington, US
Remote

Job Description

Required Requirements

  • Bachelor’s degree in Finance, Accounting, Business, or related field
  • 5–8 years of experience in financial operations / financial analysis roles
  • Advanced Microsoft Excel skills (macros, VBA, pivot tables, complex formulas)
  • Strong understanding of financial processes, reporting, and reconciliations
  • Hands-on experience with data analysis and operational reporting
  • Exposure to AI/RPA tools in finance (automation, reporting, or analytics use cases)
  • Excellent analytical, problem-solving, and communication skills
  • Ability to work independently in a fast-paced, cross-functional environment (PST coverage)

Preferred Requirements

  • Experience with Power BI and/or SQL for data analysis and visualization
  • Familiarity with financial systems like SAP, Oracle, or Workday
  • Basic programming/scripting skills (VBA, Python) for automation
  • Experience working in large/complex enterprise environments
  • Knowledge of data visualization tools (Tableau – nice to have)
  • Understanding of AI ethics and responsible AI usage in finance

Skills & Requirements

Technical Skills

Advanced excelMacrosVbaPivot tablesComplex formulasFinancial processesReportingReconciliationsData analysisOperational reportingAi/rpa toolsAutomationReportingAnalyticsPower biSqlData analysisData visualizationSapOracleWorkdayPythonAutomationData visualization toolsTableauAi ethicsResponsible ai usageAnalyticalProblem-solvingCommunicationIndependentFast-pacedCross-functionalConsultative salesRelationship managementCommunicationCollaborationProblem-solvingAnalyticalFinancial analysisOperational reportingClient planningStrategyImplementationService resolutionRisk managementFinancial reportingLiquidityWorking capitalMarket insightsLeading practicesClient implementationService standardsRegulatory requirementsInternal controlsComplianceClient experienceTreasury productsBank solutionsClient coverageFinancial dataClient opportunitiesPortfolio performanceTreasury management solutionsProcess improvementsClient experience enhancementFinanceAccountingBusinessFinancial operationsFinancial analysisData analysisOperational reportingAi/rpa toolsAutomationReportingAnalyticsPower biSqlData analysisData visualizationSapOracleWorkdayPythonAutomationData visualization toolsTableauAi ethicsResponsible ai usage

Employment Type

FULL TIME

Level

mid

Posted

5/5/2026

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