Principal Analyst, Finance Automation & AI

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

Professional Experience :

Technical Skills :

Finance Domain Expertise :

Soft Skills :

Preferred Certifications