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Automation In Finance Jobs in New York (NOW HIRING)

Lev

Director, Finance & Operations

New York, NY · On-site

Lead process design and automation in finance & operations: identify opportunities for AI or workflow automation to streamline budgeting, forecasting, vendor management, contract approvals, and ...

VaynerMedia LLC

Senior Analyst, Finance

New York, NY · Hybrid

$93K - $116K/yr

Experience with AI and Automation in finance/accounting is also a plus Desired Characteristics * Detail oriented, critical thinker with excellent problem-solving skills * Ability to dive deep within ...

VaynerMedia LLC

Senior Analyst, Finance

New York, NY · On-site

$93K - $116K/yr

Experience with AI and Automation in finance/accounting is also a plus Desired Characteristics * Detail oriented, critical thinker with excellent problem-solving skills * Ability to dive deep within ...

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Automation In Finance information

Are automation in finance jobs being automated?

Automation in finance jobs, including roles like financial analysts and accountants, is increasingly common as technologies such as robotic process automation (RPA) and artificial intelligence (AI) handle repetitive tasks. While automation streamlines processes, many finance roles still require human judgment, strategic thinking, and oversight, making complete automation unlikely in the near term.

What are the key skills and qualifications needed to thrive in automation in finance?

To thrive in Automation in Finance, you need a solid grounding in finance principles, data analysis, and programming skills, often supported by degrees in finance, accounting, or computer science. Familiarity with automation tools like RPA (Robotic Process Automation), Python, Excel macros, and ERP systems is typically required, along with certifications such as UiPath or Blue Prism. Strong problem-solving abilities, attention to detail, and effective communication are key soft skills that help professionals adapt and collaborate across departments. These skills and qualities are crucial for streamlining processes, reducing errors, and driving efficiency in financial operations.

What is automation in finance?

Automation in finance refers to the use of technology, such as software, artificial intelligence, and robotics, to perform financial processes and tasks with minimal human intervention. Common applications include automating data entry, invoice processing, reconciliations, financial reporting, and even some decision-making functions. This helps organizations improve efficiency, reduce errors, lower operational costs, and enable finance professionals to focus on more strategic activities. Automation is increasingly being adopted in both large corporations and small businesses to streamline their financial operations.

How does an automation in finance specialist typically collaborate with other departments to implement new financial technologies?

An Automation in Finance specialist works closely with teams such as IT, accounting, and operations to identify manual processes that can be automated. Collaboration often involves gathering requirements, mapping current workflows, and testing new solutions to ensure seamless integration across platforms. Regular meetings and cross-functional project teams are common, enabling specialists to address concerns, provide training, and ensure compliance. This collaborative approach helps drive successful adoption of automation tools and optimizes financial processes organization-wide.
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Automation In Finance jobs near you
Infographic showing various Automation In Finance job openings in New York as of August 2026, with employment types broken down into 93% Full Time, 4% Part Time, and 3% Contract. Highlights an 83% Physical, 6% Hybrid, and 11% Remote job distribution.

AI Instructor - Specialization in Business & Finance Applications

Wall Street Prep

New York, NY • On-site

Full-time

Re-posted 19 days ago

Job description

AI Instructor - Specialization in Business & Finance Applications
About Wall Street Prep
Founded in 2004 by investment bankers, Wall Street Prep (WSP) is a leading provider of professional skills training in financial and valuation modeling. Our mission is to bridge the gap between academia and the real world by equipping finance professionals and students with practical, hands-on skills.
We partner with top-tier investment banks, private equity and investment management firms, Fortune 500 companies, and elite undergraduate and MBA programs. Our training is delivered through engaging in-person classroom sessions and via our industry-leading online learning platform, all designed by experienced finance professionals.
Position Overview
Wall Street Prep is seeking an experienced and enthusiastic AI for Finance Instructor with a strong background in applying artificial intelligence, machine learning, and automation in business and finance settings. As an AI Instructor, you will join our elite team of instructors delivering cutting-edge training to professionals and students eager to master AI tools for real-world decision-making and business transformation.
You will serve as a lead facilitator for immersive training seminars on foundational AI concepts, predictive analytics, generative AI, and the use of AI tools like LLMs, APIs, and Python-based automation-tailored to the business and finance context.
This includes practical instruction on leading AI assistants and enterprise AI platforms such as ChatGPT, Claude, Gemini, Microsoft Copilot, Perplexity, Rogo, and Shortcut, with a focus on how finance professionals can integrate these tools into research, analysis, and workflow automation.
This is a unique opportunity to share your expertise, refine your teaching and public speaking skills, and help shape how the financial services industry leverages AI.
Key Responsibilities
Deliver live in-person and virtual training seminars to corporate, undergraduate, and MBA clients, including:
  • Financial institutions, consulting firms, technology teams, and corporate finance professionals.
  • Top-tier MBA programs and executive education programs.

Lead instruction in AI and machine learning concepts with a focus on:
  • AI and generative AI fundamentals, including LLMs, embeddings, and transformers.
  • Applied Python for finance, data analysis and visualization techniques, and automation workflows.
  • Predictive analytics (regression, decision trees, random forests).
  • Real-world use cases: fraud detection, churn prediction, stock return modeling, pricing optimization, and more.
  • Demonstrating practical workflows using modern AI assistants and research tools such as ChatGPT, Microsoft Copilot, Claude, Gemini, Perplexity, Rogo, and Shortcut for tasks like investment research, financial analysis, workflow automation, presentation drafting, and knowledge synthesis.

Collaborate on curriculum development, including:
  • Updating and refining training content based on evolving AI applications in finance and business.
  • Creating hands-on case studies that illustrate AI-driven business transformation.
  • Contributing to elective modules in advanced AI integration, optimization, and automation.
  • Designing hands-on exercises that teach participants how to use tools like ChatGPT, Claude, Gemini, and Copilot for tasks such as financial analysis, data interpretation, coding assistance, research workflows, and productivity automation.
  • Provide personalized mentorship through one-on-one tutoring sessions.
  • Complete WSP's Train-the-Trainer Program, a structured professional development initiative for new instructors.

What We Are Looking For
Experience
  • 3+ years of experience in data science, machine learning, or AI implementation, preferably in finance, consulting, or a technology-forward corporate environment.
  • Demonstrated experience building or applying AI solutions in business/financial contexts (e.g., forecasting, automation, investment research, fraud detection).
  • Experience teaching or mentoring (corporate training, workshops, or academic instruction) is highly desirable.
  • Hands-on experience using modern AI assistants and enterprise AI tools (e.g., ChatGPT, Claude, Gemini, Microsoft Copilot, Perplexity, Rogo, Shortcut) within professional workflows is strongly preferred.

Education
  • Bachelor's degree in a technical or quantitative field required (e.g., Computer Science, Data Science, Finance, Engineering); Master's or PhD a plus.

Skills & Passion
  • Practical expertise using leading generative AI tools (ChatGPT, Claude, Gemini, Perplexity) and AI workflow tools (Copilot, Rogo, Shortcut) for research, coding, productivity, and business analysis.
  • Strong Python programming skills and experience with data science libraries (Pandas, scikit-learn, Matplotlib).
  • Knowledge of AI frameworks (OpenAI API, Hugging Face, LangChain, etc.) and enterprise applications (Copilot, chatbots, etc.).
  • Clear understanding of both technical and business-side AI use cases.
  • A passion for teaching, mentoring, and empowering learners with real-world tools.

Availability
  • Willingness to provide approximately 40 training days or more per year, including enhanced availability during the summer months.
  • Willingness to develop curriculum materials related to AI for use in both live and online training programs.
  • The ability to conduct week-long or multi-week seminars is highly desirable.
  • Flexibility to travel domestically and internationally.

Compensation & Benefits
Compensation
  • Highly competitive daily rate.

Benefits
  • All travel and accommodation expenses covered by WSP.
  • Paid professional development through WSP's Train-the-Trainer Program.
  • Opportunities to deepen your expertise in AI, analytics, and financial modeling.
  • Expand your professional network across global finance and corporate sectors.
  • Develop exceptional public speaking and facilitation skills.
  • Join a collaborative and entrepreneurial-minded team.

Equal Opportunity Employer
Wall Street Prep is committed to fostering an inclusive and equitable workplace. We encourage applications from individuals of all backgrounds and are proud to be an equal opportunity employer. We celebrate diversity and strive to create a work environment where everyone feels empowered to be their authentic selves.

Apply