Finance & AI Automation Specialist

The role

This person will support financial operations, technology systems, and internal business processes. They will identify opportunities to leverage AI and automation to improve workflows and support HR administration.

What you will do

• Support day-to-day financial operations, including expense tracking, financial reporting, and transaction monitoring.
• Maintain accurate and organized financial records, spreadsheets, and accounting documentation.
• Assist with budget monitoring, financial analysis, and cash flow tracking.
• Support accounts payable, accounts receivable, and reconciliation processes.
• Prepare financial summaries and reports.
• Identify opportunities to use AI tools and automation to streamline business processes.
• Build, maintain, and improve automated workflows using tools such as Make, Zapier, or similar platforms.
• Support integrations between business systems.
• Manage company software platforms, subscriptions, user accounts, and system permissions.
• Support employee onboarding and offboarding, recruiting coordination, and payroll administration.

Required qualifications

• 3+ years of experience in finance, accounting, financial operations, business operations, or a related field.
• Strong analytical skills and experience working with financial records, reporting, and spreadsheets.
• Proficiency in Microsoft Excel and Google Sheets.
• Familiarity with AI tools such as ChatGPT, Claude, or other AI-powered business solutions.
• Understanding of business systems, digital tools, and process improvement.
• Strong organizational, problem-solving, and communication skills.
• Ability to manage multiple priorities, work independently, and take initiative.
• Adaptability and willingness to learn new systems and take on responsibilities beyond one's primary area of expertise.

Nice to have

• Experience with workflow automation platforms such as Make, Zapier, or similar tools.
• Experience with accounting software, financial management systems, HRIS, or payroll platforms.
• Previous exposure to HR administration, recruiting, onboarding, or people operations.
• Experience implementing AI tools or improving business workflows through technology.
• Bachelor's degree in Finance, Accounting, Business Administration, Information Systems, or a related field.

About the company

agent is looking for a Finance & AI Automation Specialist to support financial operations, technology systems, and internal business processes.