Surge AI
AI Programs Analyst, Finance Domain
United States - Remote · Remote · Full-time · Posted Jul 13, 2026
- Experience
- 2–5 years in finance roles; listed roles include investment banking, equity research, FP&A, asset management, risk, audit, or financial consulting.
About the job
Leads finance-focused AI programs, applying financial expertise to training, evaluation, and data projects and ensuring AI outputs meet professional standards.
What you'll do
- Own delivery of AI training, evaluation, and data projects across finance use cases.
- Guide finance quality frameworks and translate domain knowledge into actionable direction for AI/ML teams.
- Coordinate project timelines and teams, and work with financial-services clients to scope requirements and deliver value.
What they ask for
- 2–5 years in a finance role such as investment banking, equity research, FP&A, asset management, risk, audit, or financial consulting.
- Strong analytical skills, including financial modeling, data analysis, and interpreting complex financial statements.
- Experience managing complex projects in fast-paced environments and balancing competing priorities.
- Strong interpersonal and communication skills, including communicating financial concepts to technical and non-technical audiences.
Nice to have
- CFA or CPA.
- Direct AI/ML experience.
AI focus
Leads AI training, evaluation, and data initiatives in finance, including financial analysis, equity research, credit assessment, regulatory compliance, and quantitative modeling; guides AI/ML teams and evaluates AI outputs.
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