The Heritage Group is looking to drive efficiency and innovation across financial operations by leveraging process automation, advanced data analytics, and emerging technologies such as artificial intelligence to enhance decision-making and streamline treasury workflows.
Requirements
- Demonstrated analytical skills with proficiency in Microsoft Office and the Power Platform (e.g., Power BI); Python experience preferred.
- Experience applying data analysis techniques and process automation tools, with genuine interest in emerging technologies such as artificial intelligence.
- Experience with machine learning and familiarity with statistical modeling techniques (e.g., hypothesis testing, regression analysis, Monte Carlo simulations) through coursework, projects, or internships.
- Proficiency in Microsoft Office
- Experience with Power Platform (e.g., Power BI)
- Python experience preferred
- Experience with machine learning
Responsibilities
- Gather, clean, and analyze financial and operational data to identify trends, build predictive models, and deliver insights that support data-driven decision-making.
- Develop and improve automated processes, tools, and data pipelines that enhance Treasury operations and efficiency.
- Develop and deliver reports, dashboards, and presentations that clearly communicate analytical findings to both technical and non-technical stakeholders.
- Document processes, methodologies, and key learnings to ensure knowledge transfer and continuity beyond the rotation period.
- Support cross-functional teams in planning and executing process improvement initiatives that address the needs of key stakeholders.
- Apply learnings from new tools, techniques, and best practices in process automation, data analytics, and emerging technologies such as artificial intelligence to drive continuous improvement.
- Assist with additional projects and responsibilities that support Treasury-specific and enterprise-wide AI, automation, and data analytics initiatives.
Other
- Bachelor's Degree Current college Senior (May 2026)pursuing a major in Computer Science, Data Science/Analytics, Information Technology, Artificial Intelligence or a related field.
- Strong written and verbal communication skills, with the ability to clearly present technical and analytical information to a diverse audience.
- Strong problem-solving skills with the ability to think creatively and independently identify solutions.
- Ability to prioritize and manage multiple tasks while meeting deadlines; exposure to project management practices is a plus.
- Strong interpersonal skills with the ability to build and maintain relationships to effectively collaborate across teams.
