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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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12d ago

Senior Financial Software Engineer

Surlamer Investments Newport Beach, CA

Newport Beach, CA

12d ago

$180k - $180k/yr Full time Backend Developer Senior Agentic Ai

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Job Description

Senior Financial Software Engineer role designing and scaling full-stack systems for financial modeling, analytics, and investment workflows.

Responsibilities

Design, enhance, and scale software systems supporting financial modeling, analytics, and investment workflows
Build and implement quantitative models across fundamental equity analysis, valuation, options pricing, portfolio risk, and trading strategy evaluation
Develop and maintain backend infrastructure and platform services using Python
Create and improve frontend applications using TypeScript and Next.js, React, or comparable technologies
Apply UI/UX principles to strengthen usability, information architecture, and presentation of financial information
Design and maintain relational database structures, data flows, and application integrations
Improve integrations with financial data sources, APIs, and internal algorithms
Test and validate models, system components, and platform workflows for accuracy, reliability, and robustness
Support risk frameworks, including scenario analysis and performance tracking
Collaborate with investment and leadership teams to translate financial concepts and platform requirements into technical solutions
Document methodologies, assumptions, system architecture, and technical decisions
Evaluate and implement new capabilities in agentic AI, LLMs, and financial engineering to enhance the platform

Requirements

5+ years of professional full-stack software development experience
Demonstrated hands-on experience across UI/frontend development, backend systems, and relational databases
Advanced proficiency in Python
Strong experience with TypeScript and Next.js, React, or a comparable modern frontend framework
Experience designing full-system architecture across backend systems, APIs, relational databases, data flows, frontend applications, and system integrations
Strong understanding of UI/UX principles and experience developing polished, user-facing applications
Experience with relational databases, including schema design, querying, and normalization
Hands-on software testing and validation experience
Experience leading software engineering teams and setting technical direction
Experience developing or working with financial markets, quantitative models, trading systems, or financial analytics tools
Strong working knowledge of fundamental equity analysis, valuation, and options and derivatives
Strong communication skills and ability to work in a collaborative, fast-paced environment
Must live within commuting distance of Newport Beach, CA, or be willing to relocate
Bachelor’s degree in Computer Science, Engineering, Mathematics, Finance, or a related field (Master’s degree or higher preferred)
Full-stack development experience: 5 years (Required)

Technologies

Python
TypeScript
Next.js
React
LLMs
agentic AI

Compensation

Base salary: $180,000 per year (commensurate with experience)
Discretionary performance-based bonus
Early-stage equity participation through incentive stock options

Benefits

Health insurance
Dental insurance
401(k) with company match
Paid time off
Professional development assistance
Relocation assistance
Opportunity to contribute to the platform pre-launch

Work Location

In person
Newport Beach, CA

Application Questions

Are you proficient in Python and experienced with TypeScript and Next.js or React?
Do you have strong working knowledge of financial markets, including fundamental equity analysis and valuation?
Have you designed or materially contributed to full-system architecture across APIs, databases, backend services, frontend applications, and system integrations?
Will you now, or in the future, require sponsorship for employment visa status (e.g., H-1B visa status)?

Education

Master’s degree (Preferred)

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1mo ago

Embedded AI Engineer - Finance

Gigapower Dallas, TX 🇺🇸 Remote

Dallas, TX

1mo ago Closed

Full time Agentic Ai Ai Engineer Analytics

This position is no longer accepting applications (closed Sep 16, 2026).

Job Description

Gigapower is building a dedicated AI capability for the Finance organization, and this Embedded AI Engineer role is the bridge between advanced AI delivery and real finance workflows. You will help improve how finance teams plan, forecast, report, and make decisions by bringing AI-powered automations, retrieval-augmented generation (RAG), and agent-style tools directly into day-to-day processes. This position is based in Dallas, TX (remote).

What You’ll Do

Work directly with Finance, FP&A, and business leaders to understand budgeting, forecasting, capital planning, reporting, and approval workflows.
Spot and rank high-impact opportunities where AI can enhance financial analysis, increase operational efficiency, and support better decision-making.
Design, build, and deploy AI-powered solutions including automations, RAG applications, agents, copilots, and internal productivity tools.
Deliver tools that streamline financial reporting, forecasting, cost analysis, and capital approval processes to reduce manual effort.
Partner with Data Engineering and AI teams to support enterprise-scale platforms and shared data initiatives.
Create solutions that improve visibility into spend, capital deployment, project economics, and business performance.
Coach stakeholders on using Microsoft Copilot, Claude, ChatGPT, and other AI technologies effectively.
Track adoption, quality, and business outcomes, then iterate to continuously improve delivered solutions.
Identify scalable AI use cases that can be implemented across multiple business functions.

What You Bring

Bachelor’s degree in Computer Science, Engineering, Data Science, Information Systems, Finance, or a related discipline, or equivalent experience.
1 to 3 years of experience developing software, analytics, automation, data, or AI-based solutions.
Hands-on experience with LLMs, prompt engineering, RAG, AI agents, or automation workflows.
Strong Python proficiency.
Working knowledge of SQL and experience working with structured datasets.
Ability to take solutions from concept through deployment and user adoption.
Strong communication and stakeholder management skills.
Self-starter mindset with comfort operating in fast-paced, ambiguous environments.
Strong analytical, problem-solving, and critical-thinking skills.
Enthusiasm for learning complex financial and business processes.

Preferred

Experience in corporate finance, FP&A, capital planning, financial analytics, or infrastructure cost estimation.
Experience supporting telecommunications, construction, utilities, infrastructure, or capital-intensive industries.
Experience with Azure, Snowflake, cloud analytics platforms, or modern data environments.
Experience with change management, user enablement, training, or technology adoption initiatives.

Technologies You’ll Use

Python, SQL, LLMs, RAG
Microsoft Copilot, Claude, ChatGPT
AI agents

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