AI & Automation Intern, Office of the CFO

Job Description

Job Description

Company Description

Acumatica is a company on a mission. We are a leading innovator in cloud ERP (Enterprise Resource Planning) solutions with growing businesses worldwide. Acumatica is different by design and purposely built to help small and midsized companies thrive in today’s digital economy. Our industry-specific business management solution is engineered to address real-world needs, featuring intelligent workflows and market-leading usability that enable companies to manage risk, anticipate disruption, and seize new opportunities. Our principled business practices, growth-friendly licensing, and flexible deployment options put organizations in control of their own future. Acumatica is more than just a product, we are a community of partners, customers, and creators committed to elevating business performance. Our ecosystem is driven by collaboration, merging leading technology and real-world insights to put organizations control of their future. In July of 2025, Acumatica was acquired by Vista Equity Partners, a global investment firm focused on enterprise software, data and technology-enabled businesses. 

Acumatica’s culture is collaborative and high-energy. We are passionate about our product and our mission, and we are loyal to each other and our company. We value work/life balance, efficiency, simplicity, freakishly friendly customer service, and making a difference in the world. Acumatica offers exceptional professional and financial growth potential. To learn more about Acumatica’s mission, please visit:

Job Description

We are seeking an AI & Automation Intern to work directly with the Office of the CFO on a hands-on initiative to rethink how work gets done using AI, automation, and emerging agentic technologies. Achieving our goals will require more than making existing processes faster. We want to understand how work actually gets done today, challenge what work should exist at all, simplify and redesign what remains, and determine where AI and automation can fundamentally change the operating model. 

This is not a traditional finance internship. The role will work directly with the CFO organization and its leadership to identify real problems, redesign workflows, prototype solutions, and partner with internal and external resources to turn the best ideas into working tools. 

We are less concerned about prior finance experience or a specific field of study than how someone thinks. The ideal candidate is intellectually curious, analytical, highly comfortable with AI, and excited about taking complicated problems apart and building a better way to solve them. 

Job Responsibilities:

1. Understand How Work Gets Done 

How does the process actually work today? 

• Work with members of the Finance organization to understand recurring processes and workflows.
• Interview and shadow employees to learn how work gets done in practice.
• Document key steps, systems, data, handoffs, and manual activities.
• Identify repetitive work, bottlenecks, duplicate effort, and unnecessary complexity.
• Help quantify the time and effort required to complete different activities 

2. Identify Opportunities to Work Differently 

What could we eliminate, simplify, or do differently? 

• Ask questions about why existing steps and processes exist.
• Help identify work that could be eliminated or simplified before introducing new technology.
• Look for activities that may be good candidates for automation or AI.
• Research how other companies and emerging technologies are approaching similar problem.
• Work with Finance leadership to prioritize opportunities worth exploring further 

3. Explore and Prototype Solutions 

Can AI or automation create a better way? 

• Explore potential solutions using AI, automation, and emerging agentic technologies.
• Build lightweight prototypes and proofs of concept based on experience and technical ability.
• Experiment with AI tools, automation platforms, or other technologies where appropriate.
• Help translate what we learn about a workflow into requirements for external partners.
• Work alongside those partners as solutions are developed. 

4. Test and Learn 

Does it actually work? 

• Help test prototypes and solutions against real-world scenarios.
• Look for edge cases, unreliable outputs, and situations where human judgment is still required.
• Gather feedback from the people who perform or use the workflow.
• Help measure whether changes reduce manual work, save time, or improve the process.
• Document what worked, what did not, and what we should try next. 

Qualifications

• Currently pursuing an undergraduate degree.
• Strong intellectual curiosity and analytical problem-solving skills.
• Comfortable experimenting with AI tools and interested in how emerging technologies can change the way people work.
• Naturally curious about how and why things work the way they do.
• Comfortable asking questions, including when something does not make sense. 
• Able to work through ambiguous problems without needing every step defined in advance.
• Strong written and verbal communication skills.
• Self-motivated, organized, and comfortable working independently with guidance. 
• Ability to commit approximately 15–20 hours per week during Fall 2026. 
• Experience with Python, APIs, LLMs, AI agents, automation platforms, data analysis, or software development is helpful, but not required. 
• Prior finance or accounting experience is not required. 

Additional Information

Acumatica is an Affirmative Action and Equal Opportunity Employer/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
If you have a disability and you believe you need a reasonable accommodation in order to search for a job opening or to submit an online application, please e-mail View email address on us.fitly.work. This email is created exclusively to assist disabled job seekers whose disability prevents them from being able to apply online. Only emails sent for this purpose will be returned. Emails sent for other purposes, such as following up on an application or technical issues not related to a disability, will not receive a response. 

For this role, the hourly pay is $20/hour.