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Remote AI Lead – Finance Operations

Remote · Australia Full-time

HireLatam is a premier recruitment agency that places top Latin American talent in independent contractor roles in US companies. With a proven track record and a commitment to excellence, we're your trusted partner in the pursuit of career success. Our extensive network, personalized approach, and supportive guidance ensure that you're in the best hands to find your next job opportunity. Job Title: Remote AI Lead – Finance Operations (100% Work From Home) Location: Remote from Latin America Position Type: Full Time Salary: $3,000 – $5,000 USD/month (commensurate with experience) Schedule: Monday – Friday, 9:00 AM – 5:00 PM US Eastern Time (EST). We give our team a high level of autonomy and flexibilty as long as they are generally available during working hours and communicating effectively. Position Overview Our Client is a premier fractional CFO and accounting services firm serving the lower middle market (companies between $5M and $100M in revenue). Operating with an aggressive commitment to modern innovation, their core corporate goal is to actively deploy AI, custom engineering, and automated workflows across every layer of their internal operations and client engagements. They rely on rare, high-performing builders who bridge the gap between advanced technology and practical business operations to drive measurable transformation. The Role Our Client is seeking an exceptional, highly technical AI Lead to architect, build, deploy, and institutionalize AI and automation capabilities across their practice. This is a builder role with strategic implications. Designed for a full-stack engineering talent who possesses a solid operational understanding of accounting and finance, this professional functions as an internal innovation engine. He or she will sit directly with CFOs, controllers, and advisory teams to dissect real-world workflows, building scalable software, integrations, and agentic AI systems that team members and clients actually adopt and rely on daily.

Key Responsibilities

Workflow Discovery & System Architecture

  • Observes and collaborates directly with internal accounting, controller, and advisory teams to understand their authentic workflows before designing custom technical solutions.
  • Identifies high-leverage operational bottlenecks across practice areas and architects custom software, API integrations, and AI configurations to solve them.
  • Collaborates with executive leadership and external AI advisors to maintain a living product backlog of automation opportunities, active experiments, and scalable deployments.

Hands-On AI Engineering & Tool Building

  • Writes clean, maintainable code to ship internal tools, automated workflows, custom prompt architectures, and AI agent frameworks (utilizing Python, TypeScript, Claude, GPT-4, Cursor, n8n, etc.).
  • Integrates automated platforms seamlessly with core accounting environments (such as QuickBooks and practice management platforms).
  • Operates with technical rigor—documenting code, tracking adoption metrics, killing underperforming experiments, and converting one-off wins into repeatable systems.

Internal Enablement & Client Impact

  • Drives team-wide tool adoption, measuring personal success by active tool reliance rather than just code output.
  • Designs and conducts hands-on enablement workshops to elevate the technical capabilities of internal accounting and advisory teams.
  • Partners with fractional CFO teams to deploy AI-assisted operational models directly to clients where appropriate.

Qualifications, Skills, and Key Competencies

Required Qualifications

  • Software Engineering Mastery: 5+ years of hands-on software engineering experience with a demonstrable codebase, GitHub repository, or portfolio showcasing tools built for non-technical users.
  • Core Tech Stack: Advanced proficiency in a primary language stack (Python, JavaScript/TypeScript), API integrations, version control discipline, and a strong judgment for build vs. buy decisions.
  • AI Tooling & Automation Fluency: Deep familiarity with modern AI development environments, LLM APIs (Claude, OpenAI), Cursor, agentic workflows, and automation tools (n8n, Make, Zapier).
  • Finance & Accounting Literacy: Working foundation in accounting and corporate finance (debits/credits, month-end close, financial statements) sufficient to understand problems presented by CFOs and controllers.
  • Stakeholder Engagement: Proven track record of gathering requirements from non-technical stakeholders and building tools around their actual behaviors.
  • Language Skills: Elite, flawless written and verbal English communication skills suited for client-facing and team-facing leadership.

Preferred Qualifications

  • Direct experience building internal tools, automations, or software inside non-software enterprises (e.g., banks, insurance firms, corporate finance teams, or professional services agencies).
  • Direct technical experience integrating with QuickBooks, accounting practice management platforms, or fractional finance operating systems.
  • Prior experience operating autonomously in fast-moving, lean environments.

Benefits

  • Incentivized Compensation: Highly competitive baseline compensation ($3,000 – $5,000 USD/month) aligned with top-tier technical capabilities in Latin America.
  • High-Impact Autonomy: Freedom to experiment, build, and ship real code that directly impacts daily corporate operations without corporate red tape.
  • Direct Innovation Leadership: Work directly alongside firm leadership and AI experts at the forefront of AI adoption in the finance sector.
  • 100% Remote Infrastructure: Reliable full-time hours executed alongside an elite, technology-forward US advisory firm.

Application Disclaimer: Please Read Before Proceeding To ensure a fair and efficient hiring process, all applications must meet the mandatory requirements listed in the job description. Voice/Video Recording is REQUIRED Your application CANNOT be considered without a voice or video recording. It must be at least 30 seconds long and in English. Submissions in any other language or missing a recording will be automatically disqualified. Mandatory Knockout Questions Each application includes knockout questions designed to verify minimum qualifications required by the client. If you answer "NO" to any of these, you will be immediately disqualified from the hiring process for not having the experience requested for the role. Please note that the citizenship question is also a knockout if you answer "YES" as we are only able to hire Latin American talent based in Latin America. Apply Wisely To maintain fairness, please apply to no more than three jobs and only if you fully meet the listed qualifications. Applying to roles you don’t qualify for will not improve your chances and may affect future applications. Check Your SPAM Folder All important updates will be sent via email, so be sure to check your inbox and spam/junk folders to avoid missing any communication. We appreciate your interest and look forward to reviewing your application!

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