AI Automation and Integration Engineer

***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.

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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