Senior Data Analyst – Finance Process Automation

At Deluxe Media, we are dedicated to driving operational efficiency through advanced technology. We are seeking an experienced and forward-thinking Senior Data Analyst / AI Automation Developer to join our Data Services team.

This role will design, develop, and deliver AI-driven, agentic automation solutions that enhance finance processes such as financial reporting, reconciliation, data processing, forecasting, and approval workflows. You will apply prompt engineering, context engineering, and retrieval-augmented generation (RAG) principles to design intelligent, auditable, and explainable AI workflows that deliver measurable impact to finance operations.

The ideal candidate combines a strong background in financial data analytics with hands-on development experience in Microsoft Copilot Studio, Power Platform (Power Automate, Power Apps, Power BI), and LangChain/LangGraph using OpenAI APIs.

You will help shape our next generation of intelligent finance systems—where automation and artificial intelligence streamline processes and reduce manual effort across the enterprise.

Key Responsibilities

• Build Copilot Studio Copilots and integrate them within Power Platform applications (Power Automate, Power Apps) and Microsoft 365 Apps (Outlook, Teams, SharePoint) to create conversational and intelligent finance assistants. Build workflow orchestrations with humans in the loop (HIL) for review, approval, and feedback.
• Design and implement agentic AI workflows using LangChain, LangGraph, and OpenAI APIs to automate and optimize core finance processes.
• Apply prompt engineering and context engineering to create accurate, reliable, and compliant AI interactions.
• Develop automation solutions for reconciliation, variance analysis, report generation, and approvals, combining low-code and pro-code approaches.
• Craft secure, scalable solutions integrating data from ERP systems (SAP), enterprise workflow systems, external APIs, and Excel documents.
• Support financial planning and forecasting models through data-driven insights and AI-assisted analytics.
• Collaborate with Finance and Data Engineering teams to identify automation opportunities and translate them into actionable AI solutions.
• Ensure all solutions meet corporate standards for data governance, security, and auditability.
• Mentor analysts and developers on best practices in AI workflow design, Power Platform development, and prompt engineering.

Required Qualifications

• Education:

  Bachelor’s/ master’s degree in engineering, computer science, business administration, finance, or data science

Professional Experience:

• 5+ years in financial data analysis, reporting, and process automation.
• 5+ years of hands-on Excel experience in a finance context — including advanced formulas, Power Query, pivot tables, VBA macros, data validation, and model building for reconciliations, forecasts, or management reporting.
• 4–5 years developing automation and low-code solutions using Power Platform (Power Automate, Power Apps, Power BI).
• 2-3 years hands-on experience with LangChain, LangGraph, and OpenAI API for AI agent development.
• 1-2 years hands-on experience with Copilot Studio

Technical Skills:

• Expertise in

  prompt engineering

  — crafting structured prompts, few-shot examples, and output templates for consistent LLM responses.
• Proficiency in

  context engineering

  — designing context pipelines that feed relevant financial data, metadata, and user intent into AI workflows.
• Strong understanding of

  retrieval-augmented generation (RAG)

  grounding model responses with enterprise data sources and document retrieval mechanisms.
• Proficiency in

  Python

  and

  SQL

  for automation logic, data wrangling, and API integration.
• Familiarity with

  Azure AI, OpenAI models,

  and

  REST/GraphQL APIs. Exposure to MCP based solutions.

Finance Domain Expertise:

• Knowledge of accounting principles, financial transactions, statements, reconciliations, budgeting, forecasting, variance analysis, and audits.
• Experience with finance ERP – SAP highly desirable.

Soft Skills:

• Excellent communication and stakeholder management.
• Strong problem-solving and analytical abilities.
• Ability to translate business requirements into technical automation workflows

Preferred Certifications

• Microsoft Certified: Power Platform Solution Architect Expert
• Microsoft Certified: Azure AI Engineer Associate
• Copilot Studio certifications
• OpenAI / LangChain developer certifications
• Accounting/finance certifications