AI Automations and Data Specialist

Philippines, Latin America and South Africa (100% Remote)

• Full-Time Independent Contractor
• Up to $3500 USD/month

Imagine building the operating system behind a modern accounting firm. Every automation you launch saves hours. Every dashboard you improve drives smarter decisions. Every workflow you build makes hundreds of people more effective. That's this role.

ABOUT THE ROLE

You'll help shape the future of accounting by designing, building, and maintaining the automation and data infrastructure that powers our business. This isn't a support role—it's a builder role.

You'll own critical reporting systems, AI-powered workflows, and business automations that touch every department. From Power BI dashboards and SQL pipelines to GPT- and Claude-powered solutions, you'll continuously improve how teams work, make decisions, and serve clients.

This is a full-time Independent Contractor role requiring exclusivity after hire.

If you love solving complex operational problems with technology—and get excited watching people actually use what you've built—you'll thrive here.

THE IDEAL CANDIDATE

• You naturally think in systems, processes, and scalable solutions

• You enjoy building things from scratch—not simply maintaining existing tools

• You translate technical concepts into language anyone can understand

• You obsess over data quality, documentation, and long-term maintainability

• You embrace AI as a practical business tool, not just an experiment

• You collaborate well across both technical and non-technical teams

• You constantly look for ways to eliminate manual work and improve efficiency

WHAT YOU’LL OWN

AI Automation and Workflow Development

Build the systems that eliminate repetitive work.

• Design and deploy AI-powered automations using GPT, Claude, Zapier, Make, APIs, and modern SaaS platforms

• Create scalable internal workflows that improve operations across Finance, HR, Sales, Client Success, and Operations

• Build integrations between business applications using APIs and automation platforms

• Continuously identify opportunities to reduce manual effort through intelligent automation

Data & Business Intelligence

Transform data into reliable business insights.

• Own and maintain production Power BI dashboards used by leadership

• Build, optimize, and troubleshoot data pipelines using Python, SQL, and DAX

• Manage scheduled refreshes, gateway connections, database structures, and reporting infrastructure

• Develop reporting solutions that support operational and financial decision-making

Data Quality & Governance

Reliable reporting starts with trusted data.

• Maintain data integrity across multiple business systems

• Resolve inconsistencies between financial, operational, payroll, and CRM data

• Design sustainable data structures that support future growth

• Ensure reporting accuracy through testing, validation, and documentation

Process Improvement & Documentation

Build once. Improve forever.

• Document systems, workflows, automations, and technical processes

• Partner with stakeholders to understand operational pain points

• Recommend scalable improvements that simplify business operations

• Support team adoption by creating clear documentation and training materials

WHAT YOU’LL BRING

• 3+ years building business automations and data solutions within a B2B environment

• Strong Power BI experience including dashboards, data models, DAX, and production reporting

• Hands-on experience with Python and SQL for data transformation and automation

• Experience using automation platforms such as Zapier, Make, or similar low-code tools

• Practical experience leveraging AI platforms such as GPT or Claude for workflow automation

• Advanced Microsoft Excel skills including Pivot Tables, XLOOKUP, structured tables, and connected workbooks

• Strong understanding of APIs, integrations, and modern SaaS ecosystems

• Excellent English communication ski