Agentic Engineer

aspenviewtech; United States; Hybrid; USD 120,000 - 210,000; Full time

Job summary

aspenviewtech is seeking an engineer to build an AI-agent workflow that connects finance and operating data with client tools, combining data modeling, secure system integration, and reusable agent skills. The role includes training the client's internal owner and handing over documented solutions for ongoing maintenance.

The role emphasizes collaboration with product owners during discovery, pilots, and short sprints, and requires strong capabilities in data security, KPI calculations, and

Qualifications

• 5+ years of hands-on experience modeling and querying finance data across multiple legal entities in Microsoft Fabric, Power BI, or a comparable platform.
• Experience with ERP data such as Business Central or Dynamics 365, including APIs, tables, and reconciliation.
• Strong Python or TypeScript and SQL skills to build connectors, data checks, and calculation scripts.
• Experience integrating systems securely using OAuth, least-privilege access, and logging.
• Hands-on experience with Claude beyond chat, such as Skills, Projects, MCP connections, the Agent SDK, or Claude Code.
• Strong English and working Spanish, with the ability to explain designs to non-technical leaders and train an internal owner.

Responsibilities

• Model entities and ownership across finance data, define consistent KPI calculations, and resolve data quality and reconciliation issues.
• Connect an AI assistant to ERP, data, analytics, and work-management platforms through existing or custom MCP servers.
• Build and version skills for workflows such as consolidation checks, deadline tracking, investment reporting, and task updates.
• Plan delivery with the client’s product owner through discovery, pilot work, short sprints, and demonstrations.
• Apply access controls, read-first connections, approval for write actions, and audit logging; account for model and subscription costs through budgets, routing, and caching.
• Test and document the solution, train the client’s internal owner, and prepare them to operate and extend it.

Skills

Data modeling

SQL

Python/TypeScript

OAuth & security

Claude AI

MCP connections

Tools

Microsoft Fabric

Power BI

Dynamics 365

APIs

Agent SDK

Job description

Role overview

Build an AI-agent workflow that connects finance and operating data with the tools used by a client’s teams. The role combines data modeling, secure system integration, and development of reusable agent skills, delivered alongside a process consultant and the client’s product owner. It also includes training the client’s internal owner and handing over documented solutions they can maintain.

Responsibilities

• Model entities and ownership across finance data, define consistent KPI calculations, and resolve data quality and reconciliation issues.
• Connect an AI assistant to ERP, data, analytics, and work-management platforms through existing or custom MCP servers.
• Build and version skills for workflows such as consolidation checks, deadline tracking, investment reporting, and task updates.
• Plan delivery with the client’s product owner through discovery, pilot work, short sprints, and demonstrations.
• Apply access controls, read-first connections, approval for write actions, and audit logging; account for model and subscription costs through budgets, routing, and caching.
• Test and document the solution, train the client’s internal owner, and prepare them to operate and extend it.

Requirements

• At least 5 years of hands-on experience modeling and querying finance data across multiple legal entities in Microsoft Fabric, Power BI, or a comparable platform.
• Experience working with ERP data such as Business Central or Dynamics 365, including APIs, tables, and reconciliation.
• Strong Python or TypeScript and SQL skills, with the ability to build connectors, data checks, and calculation scripts.
• Experience integrating systems securely using OAuth, least-privilege access, and logging.
• Hands-on experience with Claude beyond chat, such as Skills, Projects, MCP connections, the Agent SDK, or Claude Code.
• Strong English and working Spanish, with the ability to explain designs to non-technical leaders and train an internal owner.

Nice to have

• Production experience with LLM tools or custom MCP servers, agent evaluation, and AI cost control.
• Background in consolidation, investment, portfolio, wealth management, private banking, or fund administration data.
• Familiarity with Microsoft certifications, Power Automate, Logic Apps, or the monday.com GraphQL API.
• Experience applying GDPR or other data protection practices by design.

Benefits and work setup

The role may be hybrid, remote, or office-based. Employment visa sponsorship is not available; applicants must already have long-term authorization to work in their country of residence.