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. \n \n