Position Summary

The AI & Reporting Expert will play a pivotal role in supporting the Budget Support & Rebilling Team by driving automation, AI-enabled reporting, and process transformation across finance operations. The role is focused on automating reconciliations, reporting, budgeting, forecasting, cost allocation, and rebilling activities using AI tools, analytics platforms, and financial systems. The incumbent will collaborate closely with Finance, Business, and IT teams to enhance operational efficiency, reporting accuracy, and data-driven decision-making through intelligent automation and digital finance solutions.

Key Responsibilities

Automation & Reporting

Automate day-to-day finance activities, including reporting, reconciliations, variance analysis, and rebilling processes.
Develop and implement AI-driven solutions for financial reconciliations, reporting automation, and data analysis.
Support budgeting, forecasting, and financial planning activities through automated reporting and analytical solutions.
Prepare, train, and maintain AI Agents to automate repetitive finance tasks and improve operational efficiency.

Cost Allocation & Rebilling

Support cost allocation and rebilling processes through accurate AI-driven solutions.

System Optimization

Support the implementation and optimization of SAP, S4 Hana, SAP BW, and related reporting applications through AI.

Finance Transformation

Participate in finance transformation and AI implementation projects.
Manage stakeholder queries and support ad-hoc financial analysis and reporting requirements.

Key Skills

Technical Skills

Strong knowledge of SAP, S4 Hana, SAP Business Warehouse (BW), and financial reporting systems.
Advanced skills in Microsoft Excel, Power Query, and Power BI.
Experience in reporting automation, dashboard development, and data transformation.
Ability to develop automated reconciliation and reporting solutions.
Knowledge of financial systems integration and workflow automation.

Finance Functional Expertise

Understanding of Budgeting & Forecasting processes.
Knowledge of P&L Reporting and Balance Sheet reporting.
Expertise in Cost Allocation, Cost Reporting, and Rebilling processes.
Strong skills in Financial Reconciliations and Variance Analysis.
Understanding of finance controls, reporting standards, and financial planning activities.

AI & Automation Skills

Knowledge of Microsoft Copilot, Generative AI, and AI-based workflow automation.
Experience in preparing, training, and implementing AI Agents for finance processes.
Ability to automate routine finance activities using AI and intelligent process automation tools.
Understanding of AI-driven reporting, analytics, and reconciliation solutions.

Soft Skills

Strong project management and organizational skills.
Excellent analytical and problem-solving abilities.
Effective written and verbal communication skills.
Ability to collaborate with cross-functional teams and stakeholders.
Strong time management skills with the ability to manage multiple priorities.
Dynamic, proactive, and adaptable approach toward process improvement and transformation initiatives.

Preferred Qualifications

Bachelor’s degree in Finance, Accounting, or a related field.
3+ years of experience in financial analysis, budgeting, or a related role.
AI elective certification (if any).

Allianz Group is one of the most trusted insurance and asset management companies in the world. Caring for our employees, their ambitions, dreams and challenges, is what makes us a unique employer. Together we can build an environment where everyone feels empowered and has the confidence to explore, to grow and to shape a better future for our customers and the world around us.

At Allianz, we stand for unity: we believe that a united world is a more prosperous world, and we are dedicated to consistently advocating for equal opportunities for all. And the foundation for this is our inclusive workplace, where people and performance both matter, and nurtures a culture grounded in integrity, fairness, inclusion and trust.

We therefore welcome applications regardless of ethnicity or cultural background, age, gender, nationality, religion, social class, disability or sexual orientation, or any other characteristics protected under applicable local laws and regulations.

Join us. Let's care for tomorrow.

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