Finance Operations Workflow Architect
Core
Design, build, and optimize agent-first workflows, controls, and operating models for finance operations, close processes, and decision support.
Role type
Senior IC Finance Operations Workflow Architect
Builds
Scalable, auditable automation systems for finance operations, billing, collections, and reporting
Domain
Finance operations, AI agents, low-code automation
Deliverable
production ML models | product features
Required skills
Finance operations process design, low-code/no-code agent development, workflow logic translation, exception handling design, data quality gap analysis, scenario modeling, dashboard logic design, metrics framework creation, ERP/finance system familiarity, global multi-entity operations experience
Preferred skills
Snowflake, Power BI/Tableau/Looker, NetSuite/SAP/Oracle, AWS/Databricks
Technologies
n8n, Airtable, Zapier, Make, Snowflake, Power BI, Tableau, Looker, NetSuite, SAP, Oracle, AWS, Databricks
Responsibilities
Design and build low-code/no-code agents and workflows for finance tasks; Tune and validate agent outputs for accuracy and auditability; Translate ambiguous finance needs into structured logic; Build workflows for exception handling and control checkpoints; Define core finance logic across billing, collections, and close; Ensure consistency across ERP, CRM, and data warehouses; Identify and resolve data quality and process handoff gaps; Map current-state and design future-state finance workflows; Build automation reducing manual work while preserving compliance; Support finance transformation initiatives; Design repeatable processes across regions; Perform deep-dive analyses on operational bottlenecks and cash conversion; Build scenario models for planning and decision support; Design logic for finance operations dashboards and executive insights; Review agent-generated reporting for accuracy; Create metrics for process health and financial risk
Seniority
Senior, hands-on IC
