Financial AI Systems Analyst | Mortenson jobs in United States
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Mortenson · 1 day ago

Financial AI Systems Analyst | Mortenson

Mortenson is currently seeking a Financial Systems Analyst that will be AI focused and is responsible for the design, development, deployment and governance of AI agents and solutions within the company’s financial systems. This role partners with Finance, ITS, and business stakeholders to create, deploy, and sustain AI agents that automate, optimize, and enhance financial and project workflows.

Commercial Real EstateConstructionReal Estate
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Growth Opportunities
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Responsibilities

Act as an internal consultant to Finance and ITS teams, identifying opportunities for AI integration and recommending solutions that drive efficiency and value
Help provide training and support to end-users on AI-powered tools and agents, gathering feedback to inform continuous improvement
Design, build, and deploy AI agents to automate financial processes
Train and fine-tune AI agents using curated financial datasets, ensuring accuracy, reliability, and alignment with business needs
Work closely with ITS, Finance, and Operations to ensure seamless integration of AI agents into financial systems
Participate in design meetings and direct testing for AI-driven features
Monitor agent performance, troubleshoot issues, and implement improvements or retraining as needed
Maintain clear documentation of agent logic, data pipelines, and model behavior for compliance and audit purposes
Stay current with AI developments relevant to financial systems
Help develop and implement AI governance frameworks, policies, and best practices
Foster a culture of responsible AI adoption and continuous improvement
Help ensure all AI solutions in Finance comply with company policies, industry regulations, and ethical standards (e.g., data privacy, fairness, and explainability)
Other Duties as Assigned

Qualification

Financial systems analysisAI agent developmentOracle ERPMachine learning toolsAI governance principlesAnalytical abilitiesStakeholder partnershipEthical AI practicesEffective communicationProblem-solving skillsAttention to detailContinuous learning

Required

Bachelor's degree in Accounting, Finance, Management Information Systems, Computer Science, or a related field
Effective communication and active listening skills, with the ability to explain complex AI concepts to non-technical audiences
Advanced analytical and problem-solving abilities, with strong attention to detail
Experience with machine learning concepts and tools (Python, SQL, LLM frameworks)
Familiarity with financial systems (transactions, ledgers, projects, etc...)
Understanding of AI governance principles, including data privacy, model transparency, and regulatory compliance
Demonstrated ability to form strong partnerships with different stakeholders to facilitate the adoption of new technologies
Commitment to ethical AI practices and continuous learning

Preferred

Minimum three years of experience in financial systems analysis, with demonstrated experience in AI agent development or AI solution implementation preferred
Oracle ERP and AI-powered financial tools a plus
Familiarity with agents in Copilot, Oracle, Procore, custom LLM-based agents

Benefits

Medical and prescription drug plans that includes no additional cost vision coverage
Dental plan
401k retirement plan with a generous Mortenson match
Paid time off, holidays, and other paid leaves
Employer paid Life, AD&D, and disability insurance
No-Cost mental health tool and concierge with extensive work-life resources
Tuition reimbursement
Adoption Assistance
Gym Membership Discount Program

Company

Mortenson

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Mortenson is a U.S.-based, top-25 builder, developer and provider of energy and engineering services committed to helping organizations move their strategies forward.

Funding

Current Stage
Late Stage

Leadership Team

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Will Adams
VR Developer
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Company data provided by crunchbase