Job DescriptionLead Finance AI & Data Automation Engineer Career Opportunity Our organization is adopting a Default to AI strategy. If AI can reliably automate or improve a process, we want to deploy it. As the Finance AI & Automation Lead (Internal Consultant), you will architect and ship AI driven systems that transform Finance into a real time, productized platform. You will partner directly with the CFO, with broad freedom to define priorities, design solutions, and deliver measurable impact.
Lead Finance AI & Data Automation Engineer - How the Internal Consultant Model Works You will operate with autonomy and accountability, owning problem definition through delivery. You will partner closely with the centralized Technology team to leverage shared AI platforms, agent frameworks, and governance standards while delivering Finance-specific solutions. Success is measured by outcomes: automation %, cycle time reduction, forecasting improvements, and stakeholder satisfaction. This is a role for someone who builds tools people love to use and who simplifies complex processes through intelligent design.
Lead Finance AI & Data Automation Engineer Role and Responsibilities - You will turn Finance into a real-time, self-service platform by building AI powered workflows that automate reporting, forecasting, close, reconciliation, variance analysis, and more.
- Event driven data pipelines from ERP and financial systems into cloud warehouses (Snowflake/BigQuery), paired with dbt, orchestration, and CI/CD best practices.
- Natural language access to Finance data so business partners can get answers instantly, without relying on analysts.
- Self-service tools for budgeting, scenario planning, accruals, OpEx/CapEx, working capital, and headcount planning.
- Strong, built in governance: lineage, documentation, approvals, and audit trails.
- You will own the Finance data architecture - modeling P&L, balance sheet, cash flow, and segment reporting for real time use and AI interoperability, while enforcing data quality, testing, and access controls.
- Drive automation across core cycles (close, FP&A, revenue, procurement), delivering measurable improvements in accuracy, speed, and manual work elimination.
- Close partnership with leadership. You will work directly with the CFO and leadership team to define OKRs, prioritize automation opportunities, and align solutions to business needs across origination, servicing, and marketplace operations.
Lead Finance AI & Data Automation Engineer Required Skill and Qualifications - 5+ years of experience building finance-oriented data or automation systems (analytics, FP&A engineering, data engineering, or similar).
- Deep SQL and data modeling expertise; advanced Python for automation, data pipelines, and AI agent development.
- Hands on experience with warehouses (Snowflake/BigQuery/Redshift), dbt, and orchestration tools.
- Experience building LLM-powered applications, including prompt engineering, RAG pipelines, agentic AI frameworks, APIs, and natural language interfaces.
- Familiarity with AI orchestration frameworks such as LangGraph, LangChain, or similar, and experience integrating LLM APIs (OpenAI, Anthropic, AWS Bedrock, etc.) into production workflows.
- Familiarity with workflow orchestration tools (Airflow, Prefect, Temporal, n8n, or equivalent).
- Familiarity with cloud-native architectures and services, preferably on AWS.
- Strong understanding of data governance, quality frameworks, and systems integration (ERP, HRIS, ATS, CRM, planning tools).
- A product mindset: you ship, iterate, and build solutions people actually adopt.
- Experience in mortgage/real estate tech or marketplace environments is a bonus, but not required.
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Job RequirementsAutomation, AI, Agentic AI, AI Agents, LLM, RAG, SQL, Python, Data Modeling, Snowflake, BigQuery, Redshift, Data Build Tools (dbt), Orchestration, LangGraph, LangChain, OpenAI, Anthropic, AWS Bedrock, Airflow, Prefect, Temporal, n8n, AWS, ERP, HRIS, ATS, CRM
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