Finance Automation Lead
Core
Own the order-to-cash process and lead finance automation, splitting time between billing/collections strategy and building AI-powered workflows for accounting, AP, and reporting.
Role type
Senior IC Finance Automation Lead (AI/LLM workflows)
Builds
AI agents and automated workflows for collections, reconciliations, close tasks, and spend management
Domain
Fintech / Labor Marketplace / Finance Operations
Deliverable
production ML models
Required skills
AI/LLM workflow building, order-to-cash process knowledge, credit risk management, offshore team leadership, customer dispute resolution, integration tooling (APIs/ETL), financial modeling
Preferred skills
NetSuite, Upflow, Salesforce, VMS portals, SOX/internal controls
Technologies
Workato, Zapier, n8n, Make, NetSuite, Salesforce, BI tools
Responsibilities
Own collections strategy and AR balance; resolve billing disputes with Sales/Customers; coach offshore collections analysts; build AI agents for prioritization and remittance matching; map and automate manual finance workflows; design human-in-the-loop controls and audit trails; train Finance team on new tools
Seniority
Senior, hands-on IC
