Finance AI Analyst

Company Overview

Hartree Partners is a leading global merchant commodities firm specializing in energy, commodities and associated industries. Jointly owned by senior management and funds managed by Oaktree Capital Management, LP, Hartree has over 28 years of experience in proprietary trading and principal investments. The firm employs over 4,600 individuals worldwide.

Find out more about us by visiting our website at: http://www.hartreepartners.com/

Job Summary

Reporting to - Applied AI & Insights Manager

Hartree Partners is seeking an AI Enablement Analyst to support the delivery of AI-powered analytics and workflow automation across Treasury and FP&A using our proprietary Agentic AI platform.

This role is focused on embedding AI into established finance workflows - including liquidity reporting, forecasting, management reporting, and executive analytics. The business requirements and reporting expectations are generally well defined; your role will be to work closely with Treasury and FP&A stakeholders to translate those requirements into reliable, production-ready AI agents and automated processes.

This is a prompt engineering and AI workflow enablement role, not a traditional software development position. It is ideal for candidates who have worked in Treasury, FP&A, trading finance, or finance technology roles and want to modernize finance processes through structured AI systems.

Key Responsibilities & Duties

• Partner directly with Treasury and FP&A stakeholders to deliver AI-enabled analytics aligned to established reporting and forecasting needs.
• Translate fixed or recurring business requirements into structured agent workflows, prompts, and evaluation frameworks within Hartree’s proprietary Agentic AI platform.
• Support the development of AI agents focused on:

-Liquidity and cash positioning analysis

-Short- and medium-term cash flow forecasting

-Debt and capital structure reporting

-Budget vs. forecast tracking

-Variance analysis and commentary drafting

-Executive and Board-ready financial summaries

• Refine prompt design and agent logic to ensure outputs are accurate, controlled, and aligned with finance governance standards.
• Help automate recurring workflows tied to monthly close, forecast updates, treasury reporting cycles, and management packs.
• Conduct structured testing and validation to ensure AI outputs meet accuracy and reliability expectations.
• Maintain documentation and support adoption across Treasury and FP&A teams.

Requirements: education, competencies & skills

• 2–4 years of experience in:

-Treasury

-FP&A

-Trading Finance / Product Control

-Finance Systems / Finance IT supporting finance teams

• Strong understanding of:

-Financial statements (P&L, Balance Sheet, Cash Flow)

-Cash flow forecasting and liquidity management

-Budgeting and forecasting cycles

-Variance analysis and executive reporting

• High proficiency in Excel and comfort working with structured financial data.
• Ability to work directly with Finance stakeholders in a structured, deadline-driven environment.
• Bachelor’s degree in Finance, Accounting, Economics, Engineering, Math, Computer Science, or related.

Preferred Requirements

• Experience with LLMs, prompt engineering, AI agents, or workflow automation tools.
• Prior exposure to treasury systems, ERP platforms, or financial consolidation tools.
• Experience automating recurring finance processes (close cycles, forecast refreshes, reconciliations).
• Python or scripting experience used for analytics or automation (helpful but not required).
• Demonstrated experience building or experimenting with GPTs or structured AI workflows.

What Success Looks Like

• Treasury reporting (liquidity, exposures, funding views) becomes more automated and consistently delivered.
• FP&A variance analysis and management commentary generation is faster and less manually intensive.
• Finance stakeholders trust AI outputs because they are structured, repeatable, and aligned with defined reporting standards. The proprietary Agentic AI platform is used as a production-grade tool, not an experimental add-on.

Hartree Partners is an equal opportunity employer and considers qualified applicants for employment regardless of race, gender, gender identity, gender expression, age, colour, religion, disability, veteran’s status, sexual orientation, or any other protected factor.