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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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3mo ago

Procurement Financial Data Analyst (TS Clearance)

Deloitte Huntsville, AL

Huntsville, AL

3mo ago Closed

Full time Analyst Analytics Business Analytics

This position is no longer accepting applications (closed Jul 20, 2026).

Job Description

This on-site role in Huntsville, AL supports Deloitte's Finance Transformation efforts, focusing on Power Platform based procurement solutions, financial data analysis, and reporting under TS clearance.

Responsibilities

Build and maintain Microsoft Power Platform solutions that support the client's procurement organization and operational priorities
Analyze complex financial and procurement data to identify trends, issues, and opportunities for process improvement
Deliver routine and ad hoc reporting products that translate data into clear, decision-useful stakeholder insights
Support the development of technical analysis solutions using Microsoft tools including Excel and Power BI
Collaborate with client and project team members to maintain reporting accuracy, support ongoing requests, and improve existing data products

Requirements

Bachelor's degree
Active Top Secret security clearance required
2+ years of experience building and maintaining Microsoft Power Platform solutions
Experience using Microsoft Excel and Microsoft Power BI
Experience managing complex datasets and transforming data into stakeholder reports
3+ years of experience supporting federal procurement, finance, or Planning, Programming, Budgeting, and Execution (PPBE) processes
Ability to travel 5-15% on average, based on work and client engagements
Must be legally authorized to work in the United States without the need for employer sponsorship, now or in the future

Technologies

Microsoft Power Platform
Microsoft Excel
Microsoft Power BI
Microsoft Power Apps
Microsoft Power Automate

Benefits

Benefits package competitive for project-focused professionals

The Team

Deloitte's Government & Public Services (GPS) practice concentrates on delivering impact for federal, state, and local government clients and public higher education institutions
The Finance Strategy offering guides executive clients through reimagining capabilities across operations and business partnering to achieve trusted, efficient, value-centric outcomes, including strategy development, road mapping, strategic PMO, enterprise value creation, and finance automation
The Project Talent Model places professionals with specialized skills on client-focused projects, with employment tied to project needs and benefits aligned with project-focused roles

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Certified CPA / AI & Financial Operations Specialist

Procurement Financial Data Analyst (TS Clearance)

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