Remote AI Finance Workflow Architect

Cooper Test Account; México; Remote; MXN 500,000 - 750,000; Full time

Job summary

Cooper Test Account is seeking an AI Workflow Automation Specialist for Finance & Accounting. Location: Remote (LatAm). Type: Full-time.

You will own AI-powered workflows, turning manual Excel processes into reliable, auditable automation built with Claude or similar tools. You will work closely with the CFO and finance colleagues to design and implement end-to-end solutions. The role emphasizes hands-on data handling in Excel, validating datasets, and translating finance use cases into

Qualifications

• Hands-on experience building real AI workflow automations with Claude or OpenAI.
• Ability to navigate and validate datasets in Excel/OneDrive.
• Fluent English is required for direct CFO collaboration.
• Spanish is a plus for cross-lingual coordination.

Responsibilities

• Design, build, and maintain AI-powered workflows for reconciliations, reporting, and journal entries.
• Own use cases end-to-end from finance SMEs to production.
• Work with data stored in Excel/OneDrive and ensure data quality.
• Contribute to building an AI knowledge base for compliance documentation.

Skills

AI workflow automation

Excel data handling

Fluent English

Spanish (nice to have)

Communication skills

Attention to detail

Tools

Claude

ChatGPT/OpenAI

Power Automate

Excel/OneDrive

Job description

Cooper Test Account is seeking an AI Workflow Automation Specialist for Finance & Accounting. Location: Remote (LatAm). Type: Full-time.

You will own AI-powered workflows, turning manual Excel processes into reliable, auditable automation built with Claude or similar tools. You will work closely with the CFO and finance colleagues to design and implement end-to-end solutions. The role emphasizes hands-on data handling in Excel, validating datasets, and translating finance use cases into