Finance Model & AI Solutions Lead

About this role

Is the opportunity to join a culture where “We Do the Right Thing,” and “We Courageously Shape Our Future Together” important to you? If so, Guardian is seeking a motivated individual to join our team as a Finance Model & AI Solutions Lead.

The colleague in this role will design, build, and scale intelligent planning solutions across Finance & Risk. This role will combine Oracle Planning (EPM) model development with advanced AI agent capabilities to modernize forecasting, scenario analysis, and decision support.

The individual will directly build and enhance Oracle Planning models (metadata, business rules, drivers, integrations) while also developing and deploying AI-powered agents that automate workflows, generate insights, and improve user experience. This role sits at the intersection of FP\&A, data, and AI, enabling a more dynamic, driver-based, and insight-led planning operating model powered by cutting-edge artificial intelligence.

You will Key Responsibilities • Oracle Planning (EPM) Model Development & AI Enhancement:

• Design, build, and maintain Oracle EPM Planning models with integrated AI capabilities for automated metadata generation and optimization

• Develop business rules, calculations, and driver-based models enhanced by machine learning algorithms for improved accuracy

• Develop AI-powered scenario generation capabilities that automatically create and evaluate multiple planning scenarios

• Implement AI-assisted data validation and quality checks within EPM workflows

• Create and manage dimension hierarchies, forms, and dashboards with AI-powered recommendations and anomaly detection

• Leverage AI code assistants to accelerate Groovy scripting and calculation development

• Partner with Data and Technology teams to build integrations between Oracle Planning and source systems

• Intelligent Analytics & Decision Support:

• Implement machine learning models for predictive forecasting and trend analysis within the planning framework

• Build anomaly detection systems to identify unusual patterns in financial data and flag for review

• Create AI-driven variance analysis tools that automatically generate explanatory narratives for budget vs. actual differences

• Integrate external data sources and alternative data using AI to enhance forecast accuracy

• Develop sentiment analysis capabilities to incorporate qualitative factors into quantitative planning models

• AI Agent & Solutions Development:

• Design and deploy AI agents using platforms such as Claude Cowork, OpenAI APIs, and Azure AI Services to automate routine planning tasks

• Build custom AI solutions that assist finance users with natural language queries, scenario modeling, and variance analysis

• Develop intelligent automation workflows using AI to streamline data collection, consolidation, and reporting processes

• Create conversational AI interfaces that enable business users to interact with planning data through natural language

• Implement retrieval-augmented generation (RAG) systems to provide context-aware financial insights and recommendations

• Train and fine-tune large language models (LLMs) on Guardian-specific financial data and terminology

• Governance, Controls, & Model Integrity

• Conduct rigorous testing and validation of models

• Proactively monitor and improve model performance identifying improvement areas to optimize performance and reliability.

• Drive iterative enhancements, maximizing business value realization and user satisfaction.

• Ensure models adhere to AI governance policies, regulatory standards, and ethical guidelines, including bias mitigation and explainability.

• Implement model risk controls, maintain audit trails, and ensure documentation supports auditability and compliance with evolving regulatory requirements.

• Collaboration & Enablement:

• Partner with FP\&A, Risk, IT, and Data Science teams to identify opportunities for AI-enhanced planning solutions

• Conduct training sessions and create documentation for finance users on AI-powered planning tools

• Serve as the subject matter expert on the intersection of EPM and AI technologies

• Evangelize AI capabilities and drive adoption of intelligent planning solutions across the organization

• Mentor team members on AI tools, prompt engineering, and best practices for human-AI collaboration

You have Required Qualifications Technical Skills: • 5+ years of hands-on experience with Oracle EPM Planning (PBCS/EPBCS) including model design, business rules, and integrations

• 2+ years of experience working with AI/ML technologies, including LLMs, prompt engineering, and AI agent development

• Proficiency in Groovy scripting with demonstrated use of AI coding assistants (Amazon CodeWhisperer, or similar)

• Experience with AI platforms such as Anthropic, OpenAI APIs, Azure OpenAI Service, or similar

• Strong SQL skills and experience with data integration tools (ODI, FDMEE, or similar)

• Familiarity with Python for AI/ML model development and data analysis

• Understanding of machine learning concepts including supervised learning, time series forecasting, and natural language processing

• Experience with cloud platforms (Azure, AWS, or GCP) and their AI services

AI & Emerging Technology Skills: • Demonstrated ability to design and implement AI agents and chatbots for business applications

• Experience with prompt engineering and optimization for LLMs

• Knowledge of RAG architectures and vector databases for knowledge retrieval

• Understanding of AI model evaluation metrics and performance monitoring

• Familiarity with AI ethics, bias detection, and responsible AI practices

• Experience with low-code/no-code AI platforms for rapid prototyping

Finance & Business Acumen: • Strong understanding of FP&A processes, budgeting, forecasting, and financial modeling

• Experience in financial services or insurance industry preferred

• Ability to translate complex AI capabilities into business value fo

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