The company is looking to automate finance workflows using AI agents by transforming messy ERP data into reliable data models, generating insights, and helping customers adopt agent-powered finance processes.
Requirements
- SQL expert and experience with dbt (models/seeds/tests)
- Firm understanding of modern data warehouses (e.g., BigQuery)
- Firm understanding of Excel/Sheets modeling (driver-based forecasts, scenario analysis).
- Practical financial data experience plus familiarity with CRM/HRIS/commerce/payments data.
- BI tools
- AI/LLM familiarity (prompting & evaluation)
Responsibilities
- Review customer financial datasets, reconcile gaps, and ensure 100% coverage across our data models.
- Ship dbt models, seeds for COA mapping/overrides, tests & docs; design for backfills, SCDs, idempotency, and data quality SLAs.
- Build clear analyses on datasets to surface unusual patterns, priorities and actions.
- Iterate on prompts and workflows so AI agents perform increasingly complex finance tasks (e.g., MD&A drafts grounded in GL detail).
- Partner with engineering to train/evaluate agents; define success metrics and benchmarks.
- Work with engineering team to train AI agents on various use cases.
- Monitor agent-generated data signals to detect anomalies and key drivers.
Other
- You’ll work directly with the CEO, CTO, Product, and Design in a highly collaborative, customer-facing role.
- Run customer discovery: map current processes, identify automation opportunities, and translate them into requirements.
- Curate and present findings to finance leaders; coach customer teams on best practices.
- Provide product feedback and help shape features that deliver measurable time savings and accuracy.
- Accounting/Corporate finance fluency incl. multi-entity consolidation, GL/account mapping.
- Customer-facing communication: discovery, documentation, and storytelling.
- Comfort in fast, ambiguous 0→1 environments; bias to ship.
- Consulting or forward-deployed experience; willingness to travel ~10–20% for key onsite sessions.
- Notes: Occasional travel for customer discovery/rollouts.
