Finance Automation

Finance Automation Jobs

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Today

Certified CPA / AI & Financial Operations Specialist

Whiteshore Funding LLC Lexington, KY

Lexington, KY

Today

Up to $80k/yr Full time Python Accounting Accounting Automation

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Job Description

The Certified CPA / AI & Financial Operations Specialist role at Whiteshore Funding LLC focuses on designing AI-powered financial and operational systems, pairing advanced accounting expertise with technical development to automate workflows and strengthen compliance and risk controls.

Key Responsibilities

Design, develop, and implement advanced AI systems to automate financial and operational processes.
Build and manage AI agents, custom chatbots, and intelligent automation workflows.
Use ChatGPT, Grok, and other leading AI platforms at an expert level.
Develop AI-powered tools for financial underwriting, cash flow analysis, reporting, compliance monitoring, and business intelligence.
Integrate AI systems with existing business software, databases, spreadsheets, and internal applications.
Identify repetitive company tasks and create automated solutions to reduce or eliminate manual work.
Build systems that extract, interpret, and analyze information from bank statements, financial documents, emails, and spreadsheets.
Continuously research emerging AI technologies and independently implement solutions that improve productivity.
Evaluate AI systems for accuracy, data security, reliability, and regulatory compliance.
Write and maintain code to automate financial and business operations, including API integrations that connect AI models with internal and third-party software.
Create automated dashboards, internal applications, financial reporting systems, and data-processing tools.
Build automated workflows using Microsoft Power Automate, Zapier, Make, or similar technologies.
Troubleshoot technical issues independently and implement practical fixes.
Use AI-assisted coding tools to improve development speed while maintaining accuracy and reliability.
Demonstrate expert-level proficiency in Microsoft Excel and the Microsoft 365 suite, including advanced financial modeling and automation.
Develop complex financial models using advanced formulas (including XLOOKUP, INDEX/MATCH), pivot tables, Power Query, Power Pivot, macros, and VBA.
Automate Excel spreadsheets, financial calculations, reconciliations, and recurring reporting.
Create advanced financial dashboards and interactive business performance reports.
Maintain exceptional proficiency across Microsoft Outlook, Word, PowerPoint, Teams, and other Microsoft applications, including using AI within Microsoft applications to improve workflow efficiency.
Process large amounts of financial data quickly and accurately, including detailed cash flow analysis to evaluate financial health and repayment capacity.
Analyze bank statements, balance sheets, profit and loss statements, financial trends, and business expenses; identify inconsistencies, unusual transactions, and potential risks.
Maintain accurate accounting records, reconciliations, and financial reporting while applying GAAP and relevant accounting standards.
Evaluate business models, revenue streams, operating expenses, and overall profitability, using AI-driven analysis to improve decision speed and accuracy.
Maintain a strong understanding of financial regulations, accounting compliance, and business lending requirements.
Develop automated systems to identify potential compliance violations, financial discrepancies, and operational risks.
Ensure AI-powered financial processes comply with applicable regulations and company policies, supported by internal controls, documentation procedures, and financial monitoring systems.
Support audits, regulatory reporting, and financial risk assessments.
Protect sensitive financial information through secure technology and responsible AI implementation.

Required Qualifications

Active CPA license required.
Strong experience in financial accounting, cash flow analysis, and financial modeling.
Exceptional mathematical ability and financial judgment.
Deep understanding of how businesses operate, generate revenue, manage cash flow, and produce profits.
Strong knowledge of financial compliance, risk assessment, and internal controls.
Expert-level proficiency with ChatGPT, Grok, and multiple AI platforms.
Demonstrated experience building AI agents, chatbots, and automated workflows.
Strong coding skills with the ability to independently develop functional programs and automations.
Experience with APIs, AI integrations, and large-scale data processing.
Proven ability to use AI to solve complex business problems and evaluate AI output for inaccuracies.
Expert-level Microsoft Excel skills are mandatory.
Advanced proficiency across Microsoft Office and other business software.
Extremely fast and accurate typing skills.
Exceptional computer literacy and technical problem-solving abilities.
Ability to work quickly across multiple systems without sacrificing accuracy.
Ability to learn new software and emerging technologies independently.

Technology Stack

Python, SQL, VBA
ChatGPT, Grok
Microsoft Power Automate, Zapier, Make
Microsoft Excel, Microsoft 365
Microsoft Outlook, Microsoft Word, Microsoft PowerPoint, Microsoft Teams
XLOOKUP, INDEX/MATCH, Power Query, Power Pivot, macros
AI-assisted coding tools
GAAP

Compensation

Up to $80,000.00 per year

Work Location

Onsite in Lexington, KY

Additional Candidate Skills (Assessment)

Advanced Excel financial modeling and automation.
Cash flow analysis and financial statement interpretation.
AI agent development and workflow automation.
Python programming or comparable coding exercises.
Practical application of ChatGPT, Grok, and AI-assisted business tools.
Financial compliance and analytical problem-solving.
Typing speed, accuracy, and technical proficiency.

Why Join Whiteshore Funding LLC

This role supports the development of technological and financial infrastructure within a growing financial services company. The position combines AI, financial analysis, business strategy, programming, and automation, with an emphasis on automating financial and operational processes while maintaining accuracy, compliance, and oversight.

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4d ago

Finance Analyst - Money Movement

State Farm Alpharetta, GA

Alpharetta, GA

4d ago

$56k - $84k/yr Full time MBA Analytical Skills Analytics

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Job Description

State Farm is seeking a Finance Analyst to support Money Movement activities for the Payment Centers at the Atlanta Insurance Support Center in Alpharetta, GA. In this hybrid role, you will assist with day to day payment center operations, help drive automation and efficiency improvements, and support reporting and audit needs using technical tools. You will also collaborate with Enterprise Technology teams to resolve issues and support new implementations and projects.

The position focuses on partnering across business and technology areas while contributing to risk and compliance initiatives as required. Work will include internal coordination with cash and enterprise technology teams, as well as maintaining relationships with Enterprise Technology product owners.

Key Responsibilities

Support daily Payment Center activities, including mail operations, e-Services, and bank operations
Assist the department with additional automation and efficiency efforts
Provide guidance and support during internal and external audit reviews
Consult and assist with special projects and new product development
Use technical tools for ongoing reporting, including Microsoft products and QlikSense
Support enterprise risk and compliance initiatives and projects as required
Collaborate with internal cash and enterprise technology teams during problem resolution and new project implementations
Maintain and build relationships with Enterprise Technology product owners

Requirements

Ability to communicate effectively with multiple business areas, technical areas, and leadership at various levels
Degree in Accounting, Finance, or a related field (preferred)
Knowledge of internal cash, ledger, and payment applications
Ability to manage multiple projects and priorities

Work Arrangement

50% Hybrid (10 days per month in-office)
Must live within a reasonable daily commuting distance to Alpharetta, GA
In-office collaboration days: Wednesdays to Thursdays (flexible)
Flexible start time between 6:30 AM to 8:00 AM, Monday through Friday

Compensation and Benefits

Potential starting salary range: $56,420 to $83,535 annually
Potential yearly incentive pay up to 10% of base salary
Annual raise and bonus
Health and wellbeing programs including medical premium support and multiple healthcare plan options (including a high deductible plan)
100% coverage for in-network preventative care
Vision and dental
Telemedicine
24/7 mental health professionals
Educational benefits including industry training programs, tuition assistance, employee resource groups, and mentoring
Fertility/IVF/adoption assistance
College coaching
National discount programs
Interactive monthly financial workshops and free financial coaching
Savings account and/or financing through State Farm Federal Credit Union
Time off policies including initially earning up to 20 days annually plus parental leave, paid holidays, celebration day, life leave (40 hours/year), bereavement leave, and community service/education support days
Matching Gift Program, Good Neighbor Grant Program, and Employee Assistance Fund
401(k) plan with company contributions of up to 7% of your salary

Technologies: Microsoft products, QlikSense

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Certified CPA / AI & Financial Operations Specialist

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