Financial Reporting Prompt Engineer – AI & Automation

Financial Reporting Prompt Engineer – AI & Automation

The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers.

Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.

That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience.

Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.

For our business, for clients, and for you

Job Description

Prompt Engineer – AI & Automation

Job Title

Prompt Engineer – AI & Automation

Department

Global Financial Reporting

Location

On-site – Pune West, Maharashtra, India

Work Type

Full-time | On-site (no remote/hybrid)

Function

Finance Technology & Automation

ROLE SUMMARY

The Global Financial Reporting function is investing in AI and intelligent automation to modernize how financial data is produced, reviewed, and reported. We are looking for a hands-on Prompt Engineer to design, build and optimize the prompts, workflows and AI-driven solutions that power this transformation.

This is a practical, delivery-focused role for someone who genuinely understands how Large Language Models (LLMs) work and can turn business problems into reliable, production-ready AI solutions. The successful candidate will combine deep prompt-engineering expertise with strong Excel/VBA Macro skills, translating complex reporting and reconciliation tasks into automated, auditable outputs. Experience within Banking and Financial Services (BFS) is a strong advantage, given the regulatory and data-sensitivity of our environment.

KEY RESPONSIBILITIES

1. Prompt Engineering & AI Solution Design

• Design, test and iterate high-quality prompts for LLMs to support financial reporting, analysis, summarization and data extraction use cases.

• Apply advanced prompting techniques (few-shot, chain-of-thought, structured output, retrieval-augmented generation) to improve accuracy, consistency and reliability.

• Build reusable prompt libraries, templates and guardrails that can be adopted across the Financial Reporting function.

• Evaluate model output systematically, reduce hallucinations, and tune solutions for factual, audit-ready results.

2. Automation & Macro Development

• Develop and maintain Excel Macros (VBA) to automate recurring reporting, reconciliation and data-manipulation tasks.

• Integrate AI capabilities with spreadsheet-based and existing finance tooling to create end-to-end automated workflows.

• Reduce manual effort and turnaround time by standardizing and automating repetitive reporting processes.

3. Delivery, Testing & Governance

• Own solutions from concept to production, including documentation, version control, testing and handover.

• Ensure all AI and automation outputs are accurate, explainable, and compliant with data protection and internal control requirements.

• Maintain clear audit trails and adhere to security, privacy and governance standards appropriate to a regulated BFS environment.

4. Collaboration & Continuous Improvement

• Work closely with Financial Reporting, Data and Technology teams to identify and prioritise high-value AI use cases.

• Translate business requirements into clear technical specifications and practical solutions.

• Stay current with developments in AI, prompt engineering and automation, and proactively recommend improvements.

SKILLS & EXPERIENCE REQUIRED

Essential

• Proven, hands-on experience as a Prompt Engineer (or equivalent) working directly with LLMs such as GPT, Claude or similar.

• Deep, practical understanding of how AI/LLMs work, including prompt design, tuning, and evaluation of outputs.

• Strong Excel Macro / VBA skills, with a demonstrable track record of building automation for data-heavy processes.

• Ability to work independently, deliver production-ready solutions, and clearly document and explain your work.

• Strong analytical mindset with high attention to accuracy and detail.

Desirable

• Experience within the Banking and Financial Services (BFS) industry, ideally in a reporting, finance or data function.

• Exposure to Python or other scripting for AI integration and automation.

• Familiarity with retrieval-augmented generation (RAG), APIs, and AI platforms/tooling.

• Understanding of financial reporting concepts, data controls, and regulatory/audit requirements.

BEHAVIOURAL COMPETENCIES

• Hands-on, delivery-focused and comfortable owning solutions end-to-end.

• Curious and continuously learning, with genuine passion for AI and automation.

• Clear communicator who can explain technical concepts to non-technical stakeholders.

• Detail-oriented, dependable, and mindful of accuracy in a regulated environment.

LOCATION

This is a fully on-site role based in Pune West, Maharashtra, India. Candidates must be able to work on-site five days a week. This position is not available on a remote or hybrid basis.

ABOUT APEX GROUP

Apex Group, established in Bermuda in 2003, is a leading global financial services provider. Operating in 52 countries with 100+ offices and over 13,000 professionals, Apex services more than $3.5 trillion in assets worldwide. The Group delivers a single-source solution across the entire value chain, including fund administration, financial solutions, corporate services, capital raising and digital asset support, all underpinned by innovative technology and cross-jurisdictional expertise.

Apex is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all colleagues.

Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.