Role Description
As the Finance AI & Automation Lead (Consultant), you will architect and ship AI driven systems that transform Finance into a real-time, productized platform. You will partner directly with the CFO, with broad freedom to define priorities, design solutions, and deliver measurable impact.
How You'll Drive Impact:
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Turn Finance into a real-time, self-service platform by building:
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AI-powered workflows that automate reporting, forecasting, close, reconciliation, variance analysis, and more.
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Event-driven data pipelines from ERP and financial systems into cloud warehouses (Snowflake/BigQuery), paired with dbt, orchestration, and CI/CD best practices.
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Natural-language access to Finance data—so business partners can get answers instantly, without relying on analysts.
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Self-service tools for budgeting, scenario planning, accruals, opex/capex, working capital, and headcount planning.
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Strong, built-in governance: lineage, documentation, approvals, and audit trails.
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Own the Finance data architecture—modeling P&L, balance sheet, cash flow, and segment reporting for real-time use and AI interoperability, while enforcing data quality, testing, and access controls.
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Drive automation across core cycles (close, FP&A, revenue, procurement), delivering measurable improvements in accuracy, speed, and manual work elimination.
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Work directly with the CFO and leadership team to define OKRs, prioritize automation opportunities, and align solutions to business needs across origination, servicing, and marketplace operations.
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Operate with autonomy and accountability—owning problem definition through delivery.
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Partner closely with the centralized Technology team to leverage shared AI platforms, agent frameworks, and governance standards while delivering Finance-specific solutions.
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Success is measured by outcomes: automation %, cycle-time reduction, forecasting improvements, and stakeholder satisfaction.
Qualifications
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3+ years of experience building finance-oriented data or automation systems (analytics, FP&A engineering, data engineering, or similar).
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Deep SQL and data modeling expertise; advanced Python for automation, data pipelines, and AI agent development.
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Hands-on experience with warehouses (Snowflake/BigQuery/Redshift), dbt, and orchestration tools.
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Experience building LLM-powered applications, including prompt engineering, RAG pipelines, agentic AI frameworks, APIs, and natural-language interfaces.
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Familiarity with AI orchestration frameworks such as LangGraph, LangChain, or similar, and experience integrating LLM APIs (OpenAI, Anthropic, AWS Bedrock, etc.) into production workflows.
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Familiarity with workflow orchestration tools (Airflow, Prefect, Temporal, n8n, or equivalent).
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Familiarity with cloud-native architectures and services, preferably on AWS.
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Strong understanding of data governance, quality frameworks, and systems integration (ERP, HRIS, ATS, CRM, planning tools).
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A product mindset: you ship, iterate, and build solutions people actually adopt.
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Experience in mortgage/real estate tech or marketplace environments is a bonus, but not required.
Benefits
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Remote-First Culture: Distributed team, async collaboration, time-zone flexibility.
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Compensation: starting at $100,000+ base (DOE) + 401(k) with company match.
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Medical, Dental, Vision; FSA; Life + STD/LTD.
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Time Off: Paid holidays + 19 days PTO (28 paid days/year).