About the role
Platform enablement and setup
- Enable and configure AI/BI Genie and the Genie agent capability in the Databricks workspace, working with platform admins on workspace and account settings.
- Provision and size SQL warehouses (Pro or Serverless) that back Genie spaces, balancing performance and cost.
- Set up Genie spaces per Finance domain (e.g. FP&A, Controllership, Treasury, Procurement), with clear ownership and naming standards.
Data modelling and preparation
- Work with data engineers to curate Genie-ready gold-layer tables and views in Unity Catalog, built on the medallion architecture.
- Design clean, well-named, denormalised finance models (star schemas, conformed dimensions for entity, account, cost centre, period and currency).
- Write clear table and column descriptions, synonyms and business definitions in Unity Catalog so Genie interprets finance terms correctly.
- Define metric views or semantic definitions for key KPIs such as revenue, gross margin, EBITDA, OPEX, DSO, DPO and budget variance.
Genie space configuration and tuning
- Author general instructions that encode finance business rules: fiscal calendar, sign conventions, currency conversion, intercompany eliminations and account hierarchies.
- Build trusted assets: example SQL queries, parameterised queries and Unity Catalog SQL functions for high-value, recurring questions.
- Define join relationships, value dictionaries and sample questions to guide users.
- Create and maintain benchmark question sets, run evaluations and improve accuracy iteratively.
- Review user feedback and query history to find failure patterns and fix them.
Genie agent enablement
- Configure and test the Genie agent for multi-step analytical questions (e.g. variance drivers, trend breakdowns).
- Integrate Genie with downstream channels where required, using the Genie Conversation API, Microsoft Teams, Slack or custom apps, and with Mosaic AI / Agent Bricks multi-agent setups if in scope.
Security, governance and compliance
- Apply Unity Catalog permissions, row-level filters and column masks so users only see data they are entitled to (e.g. by entity, region or cost centre).
- Ensure handling of sensitive data (payroll, vendor banking, PII) meets internal policy and regulatory requirements such as SOX controls.
- Set up auditing and monitoring of Genie usage through system tables and audit logs.
Adoption and support
- Run workshops with Finance users to gather questions, validate answers and agree definitions.
- Produce user guides, prompting tips and admin runbooks.
- Track adoption, accuracy and cost metrics and report them to stakeholders.