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Open nowPosted 54 days ago

Automation - Leader

CFGI86 open roles

Where
United States
Work mode
Hybrid
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Your applicationOpen nowAutomation - LeaderCFGI · United States

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The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market. CFGI postings stay open a median of 43 days.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.7%14 days
  5. 35.6%30 days
  6. 58.0%60 days
This job: posted 54 days ago

CFGI median: 43 days open

The posting

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.
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