AI Finance Specialist

The AI Finance Specialist will join David Alan Hospitality Group in Berlin, CT, operating in a hybrid office setup to drive AI-enabled finance operations, data orchestration, and cash flow forecasting. The role supports profit protection and multi-state growth within a hospitality-focused business.

Responsibilities

• AI Orchestration: Leverage large language models and automation to handle approximately 80 percent of data entry, vendor communication, and reporting tasks.
• Profit Guarding: Employ MarginEdge AI to detect price spikes across markets in real time.
• The Hard Close: Own the 10 day close process, ensuring books remain audit-ready at all times.
• Multi-State Mastery: Manage financial nuances of operating in multiple states, including sales tax, nexus, and payroll considerations.
• Predictive Analysis: Develop AI-enhanced cash flow forecasts to inform expansion strategy.

Compensation

Salary: USD 52,000 - 92,000 per year.

Requirements

• 3+ years in finance or accounting
• Experience using AI plugins and Python-style logic to manipulate data
• Systems thinking with the ability to automate manual tasks
• Ability to translate complex P&L statements into a 3-bullet executive summary for the CEO

Technologies

• QuickBooks Online
• MarginEdge
• Total Party Planner
• Monday.com
• Zapier
• ChatGPT Plus
• Gemini Advanced
• Base44
• Reach
• Paychex
• Python

Benefits

• Growth: The company is scaling aggressively, and your role and compensation will grow as revenue milestones are achieved.
• Innovation: A culture that questions traditional approaches and provides tools to stay at the forefront of technology.
• Impact: You will serve as a key architect of the company’s financial future, not a replaceable cog.

The Mission

As our AI Finance Specialist, you will be the right hand to the Director of Finance & Admin. You will own the financial data stream, using a cutting-edge tech stack to identify profit leaks before they occur. The objective is to automate routine tasks so you can concentrate on strategic initiatives.

Your Digital Toolbox

• Accounting: QuickBooks Online (Advanced)
• Ops: MarginEdge (Invoice and Inventory AI) & Total Party Planner (Catering CRM)
• Automation: Monday, Zapier, ChatGPT Plus, Gemini Advanced, Base44, Reach, and others
• Payroll: Paychex (Multi-state)

What You'll Do

• AI Orchestration: Use LLMs and automation tools to handle 80% of data entry, vendor communication, and reporting.
• Profit Guarding: Use MarginEdge AI to flag price spikes across markets in real time.
• The Hard Close: Own the 10-day close process, ensuring books are audit-ready at all times.
• Multi-State Mastery: Manage the financial nuances of operating in multiple states (Sales tax, Nexus, and Payroll).
• Predictive Analysis: Build AI-enhanced cash flow forecasts to guide expansion strategy.

Who You Are

• A Tech Native: You leverage AI plugins and Python-like logic to manipulate data beyond Excel alone.
• A Systems Thinker: You see manual tasks and immediately consider automation opportunities.
• A Communicator: You can distill a complex P&L into a concise 3-bullet executive summary for the CEO.
• An Experienced Professional: 3+ years in finance or accounting; hospitality experience is a plus, with AI literacy as the priority.

Why Join DAHG?

• Growth: The organization is expanding, and your role and compensation will evolve with revenue milestones.
• Innovation: A commitment to cutting-edge tools and practices to stay ahead in the industry.
• Impact: Play a pivotal role in shaping the company’s financial trajectory.