ROLE OVERVIEW
This role is open to candidates based in LATAM, Africa, and Eastern Europe. Please note that as this role supports U.S.-based clients, candidates must be available to work during U.S. business hours aligned with the client’s time zone.
Our client operates a large verified healthcare professional community spanning approximately 150 countries and provides real-time research and data products for pharmaceutical, biotech, and medical device clients.
LOCATION
Fully Remote | European time zones with overlap with London working hours
KEY RESPONSIBILITIES
FINANCE PROCESS DISCOVERY & PRIORITIZATION
- Map Finance and Revenue Operations processes, systems, dependencies, and existing automation.
- Establish measurable baselines for current workflows.
- Rank automation opportunities based on impact, complexity, data availability, and risk.
- Prioritize the month-end close before expanding into additional finance workflows.
- Evaluate build, buy, and configure options, focusing custom AI development where it provides the greatest value.
RECORD TO REPORT & MONTH-END CLOSE
- Build and improve workflows supporting close management and journal entry creation and validation.
- Support automation across revenue recognition, cost of sales, commission calculations, accruals, provisions, and prepayments.
- Develop workflows for balance sheet, bank, and intercompany reconciliations.
- Support variance analysis, VAT, and audit preparation.
- Develop early pilots around balance sheet reconciliations, journal entry validation, close calculations, and variance analysis with commentary.
PROCURE TO PAY
- Build workflows supporting invoice capture and validation.
- Automate 3-way matching, duplicate detection, vendor master validation, and GL coding.
- Support payment proposal checks and supplier email workflows.
- Improve incentive payment queries and reconciliation processes.
ORDER TO CASH
- Support contract-based billing checks and invoice validation.
- Build workflows for cash application, collections, disputes, credit, and DSO monitoring.
- Support customer email workflows with automatic action summaries.
REPORTING, FP&A, TREASURY & EXPENSES
- Automate recurring board and management reporting.
- Support forecast variance analysis.
- Build workflows around cash position and cash flow forecasting.
- Support expense claim validation and policy checks.
AI AUTOMATION & INTEGRATION ENGINEERING
- Build AI agents, workflows, and integrations across ERP systems, planning tools, and data platforms.
- Develop reusable components for recurring finance patterns, including matching and reconciliation, rules-based calculations, anomaly and duplicate detection, validation, variance commentary, and inbox handling.
- Apply deterministic code to calculations and matching while using AI models for extraction, classification, exception triage, and commentary.
- Integrate APIs, ERPs, finance platforms, and data warehouses.
CONTROLS, AUDITABILITY & GOVERNANCE
- Design approval workflows, role-based access, segregation of duties, exception handling, and audit trails into finance automation.
- Ensure workflows provide the evidence, reproducibility, and change control required for external audits.
- Support secure handling of financial and employee data.
- Maintain clear operational controls as automation expands.
EXISTING AUTOMATION & IMPLEMENTATION PARTNER COORDINATION
- Take ownership of workflows delivered by an implementation partner.
- Support, monitor, document, and extend existing automated workflows.
- Coordinate in-flight implementation work to avoid duplication.
- Work with the implementation partner alongside Finance, Revenue Operations, Data, and Engineering teams.
MEASUREMENT & DOCUMENTATION
- Measure automation results against established finance KPIs.
- Track metrics such as days to close, percentage of reconciliations auto-prepared, cash application match rates, touchless invoice rates, DSO, and forecast accuracy.
- Document system architecture, controls, workflows, and operating procedures.
- Maintain a prioritized roadmap for future automation initiatives.
QUALIFICATIONS
EXPERIENCE
- 5+ years of software engineering experience, including 2+ years shipping AI-powered workflows, agents, or integrations in production.
- Experience completing an agent-first redesign of a real business workflow, from establishing the baseline through measuring the final result.
- Experience integrating APIs, ERPs, finance platforms, and data warehouses.
- Experience translating ambiguous processes from non-technical teams into practical technical solutions.
- Experience working independently from directional guidance and influencing stakeholders without direct management authority.
- BS in Computer Science, Engineering, Accounting, or a related field, or equivalent practical experience.
- Must be bilingual (English & Spanish)
SKILLS
- Strong Python and SQL skills, along with experience in at least one typed programming language.
- Working understanding of double-entry accounting, accruals, reconciliations, month-end close, and segregation of duties.
- Ability to determine where deterministic code versus AI models should be applied within finance workflows.
- Ability to design production workflows with approvals, role-based access, segregation of duties, exception handling, and audit trails.
- Ability to build reusable automation components for matching, reconciliation, calculations, anomaly detection, duplicate detection, validation, variance commentary, and inbox handling.
- Ability to establish measurable baselines and evaluate automation against finance-specific KPIs.
- Ability to document technical architecture, controls, and operating procedures.
PREFERRED EXPERIENCE
- Cloud ERP platforms such as SAP Business ByDesign.
- Multi-entity and multi-currency finance environments.
- Document AI, including OCR and invoice extraction.
- Fuzzy matching, anomaly detection, or fraud detection.
- Revenue recognition, commission and variable pay, VAT, or board and management reporting.
- Taking ownership of systems originally built by an implementation partner.
- Zapier or similar automation platforms.
- AI governance, access control, GDPR, and secure handling of financial and employee data.
TECHNICAL ENVIRONMENT
- SAP Business ByDesign
- Cube
- Odoo
- Opayo
- AWS
- Amazon Redshift
- Databricks
- Amazon Bedrock
- Claude models
WHAT SUCCESS LOOKS LIKE
FIRST 30 DAYS
- Build relationships with Finance, Revenue Operations, Data, Engineering, and the implementation partner.
- Map the finance technology and process landscape, including workflows that have already been automated.
- Rank automation opportunities.
- Select the first month-end close pilot and establish its baseline and success metric.
OPPORTUNITY
The AI Automation and Integration Engineer will have the opportunity to take ownership of AI-powered finance automation from discovery and prioritization through engineering, deployment, controls, and measurement.