Finance AI Agent Builder

Finance AI Agent Builder

Role Overview:

As our Finance AI Agent Builder, you will be the lead architect for our agentic finance and revenue operations stack. Your goal is to move beyond simple workflow automation toward autonomous systems that reason through financial data, automate planning workflows, validate compensation logic, and continuously optimize operational efficiency.

This is a Builder role — part Engineer, part Finance Systems Strategist, part AI Workflow Architect.

You will design and deploy intelligent AI agents that integrate deeply with enterprise finance and planning systems including Workday Adaptive Planning, CaptivateIQ, and/or Anaplan to automate forecasting, compensation workflows, revenue planning, and operational finance processes.

This is a remote role with the option to work anywhere in NA.

Core Responsibilities

● Autonomous Financial Planning & Forecasting

Build AI agents that analyze historical financial data, identify forecasting anomalies, generate scenario models, and autonomously assist with budgeting and planning workflows inside Workday Adaptive Planning.

● Incentive Compensation & Commission Automation

Design agents that automate commission validation, quota tracking, attainment analysis, payout reconciliation, and compensation exception handling using CaptivateIQ or Anaplan.

● Intelligent Financial Operations

Deploy agents that process financial inputs from multiple systems (CRM, ERP, planning platforms, spreadsheets, APIs) to automate reporting, variance analysis, accrual workflows, and operational finance tasks.

● Dynamic Revenue & Headcount Modeling

Build AI-powered workflows that monitor changes in pipeline, bookings, hiring plans, territory assignments, and revenue performance to dynamically update forecasts and planning assumptions.

● Performance & Guardrails

Establish human-in-the-loop protocols, validation layers, and evaluation frameworks to ensure AI-generated financial outputs remain auditable, accurate, compliant, and aligned with business policies.

● System Orchestration

Connect AI agents to our finance and business systems — including Workday Adaptive Planning, CaptivateIQ/Anaplan, Salesforce, ERP platforms, BI tools, and internal databases — ensuring seamless data flow and automated write-backs.

Qualifications & Skills

● Experience

2–5 years in:

• Finance Systems Engineering,
• FP&A Systems,
• Revenue Operations,
• Financial Automation,
• or AI Workflow Engineering in a SaaS or enterprise environment.

● Finance Systems Expertise

Hands-on experience with:

• Workday Adaptive Planning (required)
• CaptivateIQ (preferred)

• OR
• • Anaplan (acceptable alternative)
• Experience with Salesforce, ERP systems, NetSuite, or BI platforms is a plus.

● AI Tooling

Proficiency with agent orchestration frameworks such as:

• LangGraph,
• CrewAI,
• LangChain,
• Claude Agent SDK,
• OpenAI APIs,
• or equivalent AI workflow tooling.

● Agent Orchestration

Experience with low-code/no-code platforms such as:

• Make.com,
• Zapier,
• N8N,
• Workato,
• or custom API-driven orchestration frameworks.

● Prompt Engineering

Ability to design complex reasoning loops, structured outputs, validation layers, and guardrails that prevent hallucinations and ensure reliable finance-grade AI outputs.

● Data Savvy

Comfortable working with:

• JSON,
• APIs,
• SQL,
• financial datasets,
• ETL pipelines,
• embeddings,
• and RAG (Retrieval-Augmented Generation) systems to provide agents with contextual financial knowledge.

● Finance & Revenue Operations Expertise

Knowledge of:

• financial planning workflows,
• forecasting models,
• compensation systems,
• quota management,
• revenue operations,
• budgeting processes,
• and SaaS business metrics.