Automation - Leader

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.