Finance AI Agent Builder

Trantor Inc.; Palo Alto (CA); On-site; USD 90,000 - 120,000; Full time

Job summary

Trantor Inc. is looking for a Finance AI Agent Builder to lead architecture for autonomous finance operations. This role integrates deeply with systems like Workday Adaptive Planning, focusing on automating forecasting and compensation workflows.

The ideal candidate has 2–5 years of experience in finance systems engineering and expertise with AI tools. Strong knowledge of financial datasets and revenue operations is crucial. Join us in advancing financial automation and operational efficiency.

Qualifications

• 2–5 years in Finance Systems Engineering or AI Workflow Engineering in a SaaS environment.
• Experience with Workday Adaptive Planning is required.
• Ability to design complex reasoning loops and ensure reliable AI outputs.

Responsibilities

• Build AI agents that analyze financial data and assist with budgeting.
• Design agents for automated commission validation and quota tracking.
• Deploy agents that automate reporting and operational finance tasks.

Skills

Finance Systems Engineering

FP&A Systems

Revenue Operations

Financial Automation

AI Workflow Engineering

Data Savvy

Tools

Workday Adaptive Planning

CaptivateIQ

Anaplan

Salesforce

NetSuite

BI platforms

Job description

Job Overview

As our Finance AI Agent Builder, you will be the lead architect for our “agentic” finance and revenue operations stack. Your goal is to move beyond simple workflow automation toward autonomous systems that reason through financial data, automate planning workflows, validate compensation logic, and continuously optimize operational efficiency. This is a “Builder” role — part Engineer, part Finance Systems Strategist, part AI Workflow Architect. You will design and deploy intelligent AI agents that integrate deeply with enterprise finance and planning systems including Workday Adaptive Planning, CaptivateIQ, and/or Anaplan to automate forecasting, compensation workflows, revenue planning, and operational finance processes.

Core Responsibilities

• Autonomous Financial Planning & Forecasting
  Build AI agents that analyze historical financial data, identify forecasting anomalies, generate scenario models, and autonomously assist with budgeting and planning workflows inside Workday Adaptive Planning.


• Incentive Compensation & Commission Automation
  Design agents that automate commission validation, quota tracking, attainment analysis, payout reconciliation, and compensation exception handling using CaptivateIQ or Anaplan.


• Intelligent Financial Operations
  Deploy agents that process financial inputs from multiple systems (CRM, ERP, planning platforms, spreadsheets, APIs) to automate reporting, variance analysis, accrual workflows, and operational finance tasks.


• Dynamic Revenue & Headcount Modeling
  Build AI-powered workflows that monitor changes in pipeline, bookings, hiring plans, territory assignments, and revenue performance to dynamically update forecasts and planning assumptions.


• Performance & Guardrails
  Establish “human-in-the-loop” protocols, validation layers, and evaluation frameworks to ensure AI-generated financial outputs remain auditable, accurate, compliant, and aligned with business policies.


• System Orchestration
  Connect AI agents to our finance and business systems — including Workday Adaptive Planning, CaptivateIQ/Anaplan, Salesforce, ERP platforms, BI tools, and internal databases — ensuring seamless data flow and automated write-backs.

Qualifications & Skills

Experience

2–5 years in:

• Finance Systems Engineering


• FP&A Systems


• Revenue Operations


• Financial Automation


• or AI Workflow Engineering in a SaaS or enterprise environment

Finance Systems Expertise

• Workday Adaptive Planning (required)


• CaptivateIQ (preferred)


• OR


• Anaplan (acceptable alternative)

Experience with Salesforce, ERP systems, NetSuite, or BI platforms is a plus.

AI Tooling

• LangGraph


• CrewAI


• LangChain


• Claude Agent SDK


• OpenAI APIs


• or equivalent AI workflow tooling

Agent Orchestration

• Make.com


• Zapier


• N8N


• Workato


• or custom API-driven orchestration frameworks

Prompt Engineering

Ability to design complex reasoning loops, structured outputs, validation layers, and guardrails that prevent hallucinations and ensure reliable finance-grade AI outputs.

Data Savvy

• JSON


• APIs


• SQL


• financial datasets


• ETL pipelines


• embeddings


• and RAG (Retrieval-Augmented Generation) systems to provide agents with contextual financial knowledge

Finance & Revenue Operations Expertise

• financial planning workflows


• forecasting models


• compensation systems


• quota management


• revenue operations


• budgeting processes


• and SaaS business metrics