Automation - Leader

Automation Finance - Automation Lead

CFGI Automated Finance provides Accounting, FP&A, Tax, Cyber, and other services to clients. A key component of the delivery is our PRISM system, which is used by our client teams during five-year contracts. The Director of Customer Success and Quality provides a critical linkage between PRISM and client delivery teams, especially with onboarding and ongoing, evolving client requirements.

The Automation Lead runs the team that turns a client’s month-end close into a repeatable automated pipeline—and keeps the Elixir/Python seam narrow enough that each new client is cheaper than the last.

What you’ll do:

• Lead the engineers building per-client close automations: scope, sequence, and ship each engagement’s pipeline from ERP extraction through to posted journal entries.


• Own the delivery relationship with the accounting teams behind each engagement—what their close actually requires, and what “correct” means for their workpapers.


• Hold the architectural line: extraction, authentication, staging, and journal-entry posting stay in Elixir; only the SQLMesh transformation stays in Python. Resist widening that boundary under delivery pressure.


• Drive the harvest from bespoke to reusable—turn a client-specific pipeline into a platform built-in workflow that other engagements can run with configuration rather than code.


• Own correctness before anything posts: tie-outs, zero-delta checks, reconciliation, and the human review gates in front of a client’s ledger.


• Mentor and manage the automation engineers, and run a roadmap across concurrent client engagements.

What you’ll work on—the actual stack:

• ms-automations—the per-client packages (NetSuite and QuickBooks Online today), their SQLMesh transformation trees, and the Parquet seam that joins them to the platform.


• The vendoring path into cfgi-platform and the workflow built-ins that run these pipelines as deliverables with review and approval steps.


• ERP integrations—NetSuite via SuiteQL and QuickBooks Online—and the behavior/mock seams that keep them testable without live credentials.


• DuckDB and SQLMesh transformation pipelines, and the artifact formats (workpapers and journal-entry files) accounting teams actually consume.

What you must have:

• 10+ years of experience.


• Experience leading a small engineering team through concurrent client deliveries.

What sets you apart:

• Demonstrated hands-on experience developing and maintaining production applications or integrations in Elixir.


• Demonstrated hands-on experience developing and maintaining production data pipelines or automation solutions in Python.


• Strong SQL and data-pipeline skills, using SQLMesh, dbt, or equivalent transformation tooling.


• Accounting literacy to reason about a month-end close, a journal entry, and what a tie-out actually proves.

Nice to have:

• Direct NetSuite or QuickBooks Online integration experience is a plus.


• A background in month-end close, controllership, or audit is a plus.


• A track record of productizing bespoke client work into a reusable platform capability is a plus.

Who thrives here:

• You have the discipline to keep an integration boundary narrow when a deadline argues for widening it.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.