Finance Analyst, AI/Automation

Cognitiv is hiring a Finance Analyst, AI/Automation to build automated finance data workflows, reporting, and analytical tools using SQL, Python, APIs, and AI. The role also owns core FP&A responsibilities, including budgeting, forecasting, cash flow management, and executive reporting.

Responsibilities

• Build and Automate Finance Data Workflows: Use SQL and Python to query, transform, and validate data across our data warehouse, ERP, order management system, and advertising platforms. Work directly with API documentation to understand how systems expose data and build workflows that connect platforms, automate recurring processes, and make reporting reliable, repeatable, and scalable. Leverage AI to accelerate development and reduce manual work across the Finance function
• Decision Support & Reporting: Develop on-demand reporting and analytical tools that provide real-time visibility into company performance. Produce board and executive reporting packages and forward-looking analyses that support strategic decision-making, including product mix and profitability
• Planning & Forecasting: Lead the annual budgeting process and maintain the company's three-year financial model. Partner closely with HR on headcount planning, compensation forecasting, and workforce modeling, while conducting scenario analyses to support strategic business decisions
• Cash Flow & Corporate Finance: Own weekly cash positioning, liquidity planning, and cash flow forecasting to support corporate finance activities and ensure proactive cash management

Preferred

• CPA or CFA designation (or working toward one)
• Experience implementing or optimizing ERP or financial planning systems
• Experience at a high-growth AdTech company
• CPA Designation
• CFA Designation
• ERP Implementation
• ERP Optimization
• Financial Planning Systems
• High-Growth AdTech Experience

Benefits

• Equity for all employees
• Medical, Dental and Vision plan for US employees
• 12 weeks paid parental leave + 4 weeks WFH
• Unlimited PTO
• Work-From-Anywhere August
• Career development with clear advancement paths
• Hybrid work model & daily team lunch
• Health & wellness stipend
• Cell phone reimbursement
• 401(k) with employer match
• Pre-tax commuter benefits
• Employee Assistance Program
• Comprehensive onboarding (Cognitiv University)
• Training, mentorship, and flexibility

Company

• Deep learning advertising platform for AI-driven marketing
• New York, New York, USA
• https://cognitiv.ai/
• Founded in 2015
• 51-200 employees

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field
• 3 to 5 years of experience in FP&A, corporate finance, strategic finance, or another highly analytical finance function
• Comfortable independently querying a data warehouse and working with complex datasets. You can join data across multiple tables, transform and aggregate data, investigate discrepancies, and build the queries needed to answer business questions without relying on a data team for every request
• Able to read API documentation, understand how systems expose and structure data, and use that information to retrieve data or connect workflows across platforms. You're comfortable figuring out how an unfamiliar system works rather than waiting for someone else to provide the answer
• Actively use AI tools to accelerate technical work, from drafting and debugging code to exploring automation opportunities. You understand that AI can help you build faster, but you can independently evaluate its output, identify errors, and validate that the underlying logic is correct
• You are not satisfied reporting that a number moved; you want to know why it moved, and you surface the metrics leadership did not know to ask for
• You frame the question leadership should be asking, design the scenarios, tell the story, and act as the human check on the AI before its output reaches the team
• Strong understanding of budgeting, forecasting, financial planning, and financial modeling
• Exceptional analytical and problem-solving skills, with the ability to translate complex financial data into actionable business insights and recommendations
• Strong written and verbal communication skills, with experience presenting to both finance and cross-functional stakeholders
• A proactive, self-directed individual who enjoys creating new processes, driving automation, and thriving in environments with significant ownership and ambiguity
• CPA or CFA designation (or working toward one)
• Experience implementing or optimizing ERP or financial planning systems
• Experience at a high-growth AdTech company
• 3 to 5 years of experience in FP&A, corporate finance, strategic finance, or another highly analytical finance function.

Required skills

• API Integration, AdTech, Budgeting, Cash Flow Management, ERP Systems, Financial Modeling, Financial Planning and Analysis, Financial Reporting, Forecasting, Python, SQL

Preferred skills

• CPA or CFA designation (or working toward one), Experience at a high-growth AdTech company

Experience

• 3-5 years