AdTechTalent
Other1 month agoOn-site

Merkle

AI-Native Business Analyst - Finance and CTS

business analystfinancial analystAI toolsClaudeChatGPTfinancial analysisdata analysisdashboardautomationprocess documentation

Key details

Salary

Not specified

Employment type

Full-time

Seniority

Mid-level

Years experience

3-5

Location

Makati City, Philippines

Full job description

Partner with finance and operations leadership to understand cost tracking and reporting. Use AI tools to improve visibility into cost-to-serve, project margin, and financial performance. Analyze financial data to identify trends and opportunities, presenting findings to stakeholders. Document business processes and requirements for technical teams. Support development of financial dashboards, reporting tools, and automation workflows. Collaborate with BAs, technical architect, and ML engineer to deliver solutions. Stay updated on AI tools and propose improvements. Requires 3+ years in business or financial analyst or operations role, strong financial concept knowledge, hands-on AI tool experience, data handling skills, clear communication, and independent work capability. AI or data certifications are a plus.

What you'll do

  • Partner with finance and operations leadership to understand cost tracking, analysis, and reporting
  • Use AI tools to build solutions improving visibility into cost-to-serve, project margin, and financial performance
  • Analyze financial data to identify trends, anomalies, and opportunities for improvement and present findings
  • Document business processes and requirements for technical team solution development
  • Support development of financial dashboards, reporting tools, and automation workflows
  • Collaborate with other BAs, technical architect, and ML engineer to deliver end-to-end solutions
  • Stay current on AI tooling and propose new ideas to improve team efficiency

Requirements

  • 3+ years of experience in a business analyst, financial analyst, or operations role
  • Solid understanding of financial concepts — cost structures, margin, budgeting, reporting
  • Hands-on experience building with and delivering through AI tools (Claude, Claude Code, ChatGPT, or equivalent)
  • Experience using AI to automate analysis, generate financial summaries, build workflows, or solve operational problems
  • Comfortable working with data — pulling, cleaning, analyzing, and explaining it
  • Clear and confident communication with non-technical stakeholders
  • Ability to work independently and take ownership from brief to delivery
  • AI or data certifications are a plus

Tech stack

ClaudeClaude CodeChatGPTAI toolsTableauPower BILooker

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