AI Automations and Data Specialist

Philippines, Latin America and South Africa (100% Remote) · Full-Time Independent Contractor · Up to $3500 USD/month *Imagine building the operating system behind a modern accounting firm. Every automation you launch saves hours. Every dashboard you improve drives smarter decisions. Every workflow you build makes hundreds of people more effective. That's this role.* **ABOUT THE ROLE** You'll help shape the future of accounting by designing, building, and maintaining the automation and data infrastructure that powers our business. This isn't a support role—it's a builder role. You'll own critical reporting systems, AI-powered workflows, and business automations that touch every department. From Power BI dashboards and SQL pipelines to GPT- and Claude-powered solutions, you'll continuously improve how teams work, make decisions, and serve clients. This is a full-time Independent Contractor role requiring exclusivity after hire. If you love solving complex operational problems with technology—and get excited watching people actually use what you've built—you'll thrive here. **THE IDEAL CANDIDATE** - You naturally think in systems, processes, and scalable solutions - You enjoy building things from scratch—not simply maintaining existing tools - You translate technical concepts into language anyone can understand - You obsess over data quality, documentation, and long-term maintainability - You embrace AI as a practical business tool, not just an experiment - You collaborate well across both technical and non-technical teams - You constantly look for ways to eliminate manual work and improve efficiency **WHAT YOU’LL OWN** **AI Automation and Workflow Development** *Build the systems that eliminate repetitive work.* - *Design and deploy AI-powered automations using GPT, Claude, Zapier, Make, APIs, and modern SaaS platforms* - *Create scalable internal workflows that improve operations across Finance, HR, Sales, Client Success, and Operations* - *Build integrations between business applications using APIs and automation platforms* - *Continuously identify opportunities to reduce manual effort through intelligent automation* **Data & Business Intelligence** *Transform data into reliable business insights.* - *Own and maintain production Power BI dashboards used by leadership* - *Build, optimize, and troubleshoot data pipelines using Python, SQL, and DAX* - *Manage scheduled refreshes, gateway connections, database structures, and reporting infrastructure* - *Develop reporting solutions that support operational and financial decision-making* **Data Quality & Governance** *Reliable reporting starts with trusted data*. - *Maintain data integrity across multiple business systems* - *Resolve inconsistencies between financial, operational, payroll, and CRM data* - *Design sustainable data structures that support future growth* - *Ensure reporting accuracy through testing, validation, and documentation* **Process Improvement & Documentation** *Build once. Improve forever.* - *Document systems, workflows, automations, and technical processes* - *Partner with stakeholders to understand operational pain points* - *Recommend scalable improvements that simplify business operations* - *Support team adoption by creating clear documentation and training materials* **WHAT YOU’LL BRING** - 3+ years building business automations and data solutions within a B2B environment - Strong Power BI experience including dashboards, data models, DAX, and production reporting - Hands-on experience with Python and SQL for data transformation and automation - Experience using automation platforms such as Zapier, Make, or similar low-code tools - Practical experience leveraging AI platforms such as GPT or Claude for workflow automation - Advanced Microsoft Excel skills including Pivot Tables, XLOOKUP, structured tables, and connected workbooks - Strong understanding of APIs, integrations, and modern SaaS ecosystems - Excellent English communication skills with the ability to explain technical concepts clearly - Highly organized with exceptional attention to detail - Time-zone alignment: Comfortable working US business hours **Preferred (nice to have):** - Experience with Supabase or relational database management - Basic accounting knowledge including General Ledger structure and Chart of Accounts - Experience working with financial or accounting software - Familiarity with modern cloud business applications **HOW WE WORK** **Build with Purpose** Every automation should remove friction, improve quality, or create measurable business value. **Documentation First** If it isn't documented, it isn't finished. **Data You Can Trust** Accuracy, consistency, and governance are built into every workflow. **Continuous Improvement** We constantly evaluate new technologies that improve how our teams work. **Remote Collaboration** Work asynchronously while partnering closely with stakeholders across the organization. **WHY CAS IS DIFFERENT** **We are not a gig platform. We are not a freelance marketplace. We are not short-term staffing.** We aren't looking for someone to simply maintain systems. We're looking for someone who wants to build the future of operational excellence. At CAS, you'll enjoy: - Competitive USD compensation based on experience - Permanent remote work - Full company equipment provided (laptop, monitor, accessories) - 15 days PTO annually + local holidays - Guaranteed annual increases - Referral rewards up to $1,000 - Monthly flexible stipend (CAS Flex Perks) - Structured onboarding and career development - Opportunities to build AI-first operational systems that impact the entire business - A culture built around ownership, continuous learning, and innovation **CONTRACT & EXCLUSIVITY** Full-time Independent Contractor opportunity open to candidates in the Philippines, Latin America, and South Africa. This role requires an exclusive full-time commitment. Candidates must not engage in other employment or freelance work that creates a conflict of interest or affects their ability to meet the expectations of the role. Conflict-of-interest checks may apply. **APPLICATION PROCESS** 1. Application & Prescreening 2. Technical Assessment 3. Profile and Pre-interview Preparation 4. Client Interview 5. Employment Offer and Onboarding **READY TO TAKE THE NEXT STEP?** **Your next big career move starts here.** [**](https://jobs.ashbyhq.com/cas)