AI Automation and Integration Engineer

Job description

***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. ## Role Overview The **AI Automation and Integration Engineer** will embed with Finance and Revenue Operations teams to redesign core finance processes around AI-powered agents, automation, and integrations. This is a discovery-led, hands-on engineering role responsible for identifying and prioritizing high-impact opportunities, determining the appropriate build, buy, or configure approach, and owning the design and implementation of solutions. ## 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. ### **Application Process:** ### To be considered for this role these steps need to be followed: - Fill in the application form - Record a video showcasing your skill sets