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About the Role

The Senior Finance AI Business Analyst plays a critical role within Banyan's finance organization, partnering across Tax, Controllership, Treasury, FP&A, and Opco business partnering. You will operate inside the finance team, understanding and reimagining its workflows, and executing high-value AI and data science initiatives. This role is scoped broadly to allow you to shape its growth, including building and leading a team.

Responsibilities

Embed yourself as a trusted partner across finance, including Tax, Controllership, Treasury, FP&A, and Opco business partnering.
Identify and prioritize AI and data science opportunities that move finance's metrics, sequenced by impact, effort, and risk.
Build the ROI case for each opportunity pursued, defining success metrics, sensitivities, and potential failure points.
Translate finance problems into requirements for AI/data science engineers and interpret model outputs for the finance team.
Partner with finance leadership on roadmap and prioritization.
Drive adoption by training finance teams, designing workflows, and measuring impact.
Set patterns by defining and tracking KPIs for shipped work, and share best practices.
Help shape the growth of the role, including building and leading a team as adoption scales.
Automate tax provision workpapers, accelerate data gathering for compliance filings, and build tools to flag exposure.
Automate close and reconciliation tasks, build anomaly detection for journal entries, and accelerate management reporting cycles.
Build cash flow forecasting and scenario models, automate covenant tracking and liquidity monitoring, and surface working capital insights.
Build forecasting and budgeting models, develop self-serve analytics, and automate variance analysis and board reporting.
Build tools to help portfolio company finance leaders benchmark performance, surface cost and margin insights, and accelerate reporting.

Requirements

6 to 10 years across finance, accounting, FP&A, treasury, tax, strategy consulting, or a data science partner role.
At least 3 years in AI, ML, or data science work.
Bachelor's in a quantitative, business, technical, or accounting field.
Working command of machine learning concepts, model evaluation, data quality, and the limits of AI.
Strong SQL.
Working Python or R for exploration.
Command of Excel and modern BI tools such as Looker, Power BI, or Tableau.
Strong financial acumen across accounting, treasury, and planning fundamentals.
Ability to build a credible case in a spreadsheet and explain it clearly in a one-pager.
Ability to explain a model to a CFO or controller and turn their question into a well-scoped piece of analysis.
Curiosity, humility, and the spine to push back.
Direct experience inside Tax, Controllership, Treasury, or FP&A, ideally in software, SaaS, or vertical market software environments.
Hands-on work with LLMs, retrieval systems, or agentic workflows applied to finance or accounting operations.
Prior experience as an embedded analyst or business partner.
A track record of measuring AI or data science ROI in production.
Experience partnering with decentralized business units or portfolio companies.

Skills

AI
Data Science
Machine Learning
LLMs
Retrieval
Agentic workflows
SQL
Python
R
Excel
Looker
Power BI
Tableau
Financial Acumen
Business Case Development
Translation (Finance to Technical and vice-versa)

Location

Toronto, Ontario
Hybrid: typically 3 days per week in our Toronto office

Work Type

Hybrid
Full-time

Experience Level

Senior
6 to 10 years
3 years in AI, ML, or data science

Education Level

Bachelor's in a quantitative, business, technical, or accounting field
Master's, CPA, or CFA is a plus

Salary/Compensations

CAD $130,000 to $170,000 plus performance bonus

Benefits

Full benefits
Meaningful long-term upside

About the Company

Banyan Software is the best permanent home for software businesses that serve specialized industries, their employees, and their customers.
Mission: acquire, build, and grow great companies worldwide, helping them modernize through shared AI expertise and operational discipline.
The Banyan Software Foundation, endowed with $100 million in Banyan stock, leverages technology to build a greener and more equitable world.
Great Place to Work Certified, a five-time Inc. 5000 honoree, and a top 10 company on the Deloitte Technology Fast 500.
Founded in 2016 and headquartered in Atlanta, Banyan operates more than 100 portfolio companies across North America, the UK, EU, and APAC.

Equal Opportunity

Banyan affirms that inequality is detrimental to our Global Teams, associates, our Operating Companies, and the communities we serve.
Commitment to equal employment opportunities regardless of any protected characteristic, including race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, or protected veteran status.
Will not discriminate against anyone on the basis of a disability.
Support an inclusive workplace where associates excel based on personal merit, qualifications, experience, ability, and job performance.