Automation Finance - Automation Lead
CFGI Automated Finance provides Accounting, FP&A, Tax, Cyber, and other services to clients. A key component of the delivery is our PRISM system, which is used by our client teams during five-year contracts. The Director of Customer Success and Quality provides a critical linkage between PRISM and client delivery teams, especially with onboarding and ongoing, evolving client requirements.
The Automation Lead runs the team that turns a client’s month-end close into a repeatable automated pipeline—and keeps the Elixir/Python seam narrow enough that each new client is cheaper than the last.
What you’ll do:
- Lead the engineers building per-client close automations: scope, sequence, and ship each engagement’s pipeline from ERP extraction through to posted journal entries.
- Own the delivery relationship with the accounting teams behind each engagement—what their close actually requires, and what “correct” means for their workpapers.
- Hold the architectural line: extraction, authentication, staging, and journal-entry posting stay in Elixir; only the SQLMesh transformation stays in Python. Resist widening that boundary under delivery pressure.
- Drive the harvest from bespoke to reusable—turn a client-specific pipeline into a platform built-in workflow that other engagements can run with configuration rather than code.
- Own correctness before anything posts: tie-outs, zero-delta checks, reconciliation, and the human review gates in front of a client’s ledger.
- Mentor and manage the automation engineers, and run a roadmap across concurrent client engagements.
What you’ll work on—the actual stack:
- ms-automations—the per-client packages (NetSuite and QuickBooks Online today), their SQLMesh transformation trees, and the Parquet seam that joins them to the platform.
- The vendoring path into cfgi-platform and the workflow built-ins that run these pipelines as deliverables with review and approval steps.
- ERP integrations—NetSuite via SuiteQL and QuickBooks Online—and the behavior/mock seams that keep them testable without live credentials.
- DuckDB and SQLMesh transformation pipelines, and the artifact formats (workpapers and journal-entry files) accounting teams actually consume.
What you must have:
- 10+ years of experience.
- Experience leading a small engineering team through concurrent client deliveries.
What sets you apart:
- Demonstrated hands-on experience developing and maintaining production applications or integrations in Elixir.
- Demonstrated hands-on experience developing and maintaining production data pipelines or automation solutions in Python.
- Strong SQL and data-pipeline skills, using SQLMesh, dbt, or equivalent transformation tooling.
- Accounting literacy to reason about a month-end close, a journal entry, and what a tie-out actually proves.
Nice to have:
- Direct NetSuite or QuickBooks Online integration experience is a plus.
- A background in month-end close, controllership, or audit is a plus.
- A track record of productizing bespoke client work into a reusable platform capability is a plus.
Who thrives here:
- You have the discipline to keep an integration boundary narrow when a deadline argues for widening it.
Skills Required
- 15+ years of professional experience in consulting, advisory, or a related professional services environment
- Progressive leadership responsibility
- Experience leading and developing a small engineering or automation team
- Experience managing multiple concurrent client or customer-facing deliveries
- Experience designing, building, and delivering SQL-based data transformation, data-pipeline, or financial-process automation solutions in production environments
- Experience translating complex client accounting, finance, or operational requirements into automated workflows and production data pipelines
- Experience designing controls for automated financial processes, including reconciliations, tie-outs, validation checks, exception management, and human review or approval gates
- Experience maintaining architectural boundaries across systems, services, programming languages, or integration layers
- Experience developing ERP integrations involving extraction, authentication, staging, transformation, and journal-entry processing
- Experience working directly with accounting or finance teams on month-end close processes, journal entries, workpapers, reconciliations, and financial-data requirements
- Experience converting bespoke client implementations into configurable, reusable platform capabilities or standardized workflows
- Experience managing technical roadmaps across multiple implementations
- Experience mentoring engineers, reviewing technical designs, and establishing development, testing, and delivery standards
- Experience with Elixir and Python in production environments
- Experience with SQLMesh, dbt, or comparable data-transformation frameworks
- Experience with NetSuite integrations, including SuiteQL
- Experience with QuickBooks Online integrations
- Experience using DuckDB, Parquet, or similar analytical data-processing and interchange technologies
- Experience designing testable ERP integrations using mocks, behaviors, or comparable abstraction patterns
- Experience in month-end close, controllership, accounting advisory, audit, or a similar financial-control environment
What We Do
CFGI is a unique and highly specialized financial consulting firm that is strategically positioned to help companies through a range of routine and complex business scenarios. As an extension of your corporate finance team, CFGI works alongside your internal staff, serving in a variety of roles – from technical accounting advisor to M&A support to Controller or CFO – and delivering seamless support services. Our key areas of expertise include: » Technical Consulting » Interim Management » Corporate Tax » Private Equity Services » Valuation » Robotic Process Automation (RPA)
