AI/Automation Engineer

Jobtailor

Cleveland (OH)

On-site

USD 90,000 - 130,000

Full time

7 days ago

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Job summary

Jobtailor in Cleveland, OH seeks a data analytics and automation specialist to support buy-side and sell-side due diligence, analyze large multi-source datasets, and build Excel models, VBA tools, and AI-assisted workflows.

You will leverage Power Query, Power Pivot, Power BI, and low-code tools on Azure to cleanse, structure, and reconcile client data, deliver dashboards, and translate data into actionable insights for quality of earnings and working capital procedures.

Qualifications

Bachelor’s degree in Computer Science, Accounting, Finance, Data Analytics, Information Systems, or a related field.
3–5 years of experience in data analytics, financial analysis, transaction support, automation development, AI-enabled solution development, or a similar analytical role.
Advanced proficiency in Excel, including complex formulas, data manipulation, workbook design, and VBA or similar scripting approaches.
Strong experience with Power Query, data cleansing, reconciliation, and transforming large datasets from multiple source files or systems.
Experience building practical automation solutions using low-code tools, reporting tools, workflow technologies, or AI-assisted development environments.
Hands-on experience with AI-assisted development tools such as Claude and Claude Code, or comparable LLM-based development environments.
Working knowledge of Azure architecture concepts, including application integration, data storage, identity/security considerations, and deployment patterns.
Ability to design practical agentic workflows with task structure, human-in-the-loop review, documentation, and quality control.
Strong analytical, problem-solving, and quality control skills.
Preferred: CPA/CFA or related credentials

Responsibilities

Support buy-side and sell-side due diligence engagements for the Transaction Services team
Analyze large, complex, messy, and multi-source datasets
Build Excel models, reusable templates, VBA-enabled tools, and AI-assisted workflows
Use Power Query and Power Pivot to cleanse, structure, and reconcile client data
Develop low-code and agentic AI-enabled solutions to reduce manual effort
Standardize and automate data intake, validation, mapping, and exception reporting
Perform testing and tie-out procedures to ensure accurate analytical outputs
Partner with the Data Intelligence Services team on advanced data, automation, Azure architecture, and agentic AI needs
Design AI and automation solutions using Claude, Claude Code, Claude Cowork, Power Automate, Azure services, and other approved tools
Build proof-of-concepts and repeatable accelerators
Support Azure-based solution design, integrations, security-aware deployment patterns, and scalable architecture
Document solution logic, assumptions, controls, and support requirements
Translate client data into analyses, schedules, and insights supporting quality of earnings and working capital procedures
Develop dashboards, summaries, and visual outputs in Excel, Power BI, or similar tools
Collaborate with Transaction Services professionals and DIS resources
Communicate findings, data issues, and process recommendations to technical and non-technical stakeholders
Balance multiple projects in a deadline-driven environment

Skills

Data Analytics

Excel Modeling

Power Query

AI-Enabled Solution Development

Azure Architecture

SQL

Python

Prompt Engineering

Data Manipulation

Education

Bachelor’s degree in related field

Tools

Power BI

Power Automate

Claude

Claude Code

Azure Services

Alteryx

Job description

Support buy-side and sell-side due diligence engagements for the Transaction Services team
Analyze large, complex, messy, and multi-source datasets
Build Excel models, reusable templates, VBA-enabled tools, and AI-assisted workflows
Use Power Query and Power Pivot to cleanse, structure, and reconcile client data
Develop low-code and agentic AI-enabled solutions to reduce manual effort
Standardize and automate data intake, validation, mapping, and exception reporting
Perform testing and tie-out procedures to ensure accurate analytical outputs
Partner with the Data Intelligence Services team on advanced data, automation, application, Azure architecture, and agentic AI needs
Design AI and automation solutions using Claude, Claude Code, Claude Cowork, Power Automate, Azure services, and other approved tools
Build proof-of-concepts and repeatable accelerators
Support Azure-based solution design, integrations, security-aware deployment patterns, and scalable architecture
Document solution logic, assumptions, controls, and support requirements
Translate client data into analyses, schedules, and insights supporting quality of earnings and working capital procedures
Develop dashboards, summaries, and visual outputs in Excel, Power BI, or similar tools
Collaborate with Transaction Services professionals and DIS resources
Communicate findings, data issues, and process recommendations to technical and non-technical stakeholders
Balance multiple projects in a deadline-driven environment

Requirements

Bachelor’s degree in Computer Science, Accounting, Finance, Data Analytics, Information Systems, or a related field
3–5 years of experience in data analytics, financial analysis, transaction support, automation development, AI-enabled solution development, or a similar analytical role
Advanced proficiency in Excel, including complex formulas, data manipulation, workbook design, and VBA or similar scripting approaches
Strong experience with Power Query, data cleansing, reconciliation, and transforming large datasets from multiple source files or systems
Experience building practical automation solutions using low-code tools, reporting tools, workflow technologies, or AI-assisted development environments
Hands‑on experience with AI-assisted development tools such as Claude and Claude Code, or comparable LLM‑based development environments
Working knowledge of Azure architecture concepts, including application integration, data storage, identity/security considerations, and deployment patterns
Ability to design practical agentic workflows with task structure, human‑in‑the‑loop review, documentation, and quality control
Strong analytical, problem‑solving, and quality control skills
Effective communication and collaboration skills
Preferred: experience supporting buy‑side or sell‑side due diligence, transaction advisory, quality of earnings, or related financial analysis engagements
Preferred: familiarity with Power Automate, Alteryx, SQL, Python, Azure services, or similar tools
Preferred: experience with Claude Code, Claude Cowork, agentic AI workflows, prompt engineering, or LLM-based automation design
Preferred: experience building lightweight applications, APIs, connectors, or workflow integrations
Preferred: familiarity with responsible AI practices and financial datasets
CPA, CFA, or other relevant credentials or progress toward certification is a plus

Core Competencies

Demonstrates expertise in data analytics, financial analysis, and automation development, with a strong focus on building AI-enabled solutions and advanced Excel modeling. Proficient in Azure architecture and capable of translating complex datasets into actionable insights for transaction services.

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