Automated Finance: Automation - Leader

Managed Services – Automation Leader

CFGI, founded in 2000, is a dynamic and fast-growing financial consulting firm serving as a trusted partner to CFOs and their organizations. We help clients tackle complex challenges across accounting, FP&A, tax, cybersecurity, technology, and business transformation. We combine deep technical expertise with a hands-on, entrepreneurial approach to help leading companies move forward with confidence.

CFGI Managed Services provides clients with long-term delivery support across accounting, FP&A, tax, cybersecurity, and other critical business functions. A key component of this delivery model is PRISM, CFGI’s system used by client teams throughout multi-year managed services engagements.

We are seeking an Automation Leader to lead the engineering team responsible for turning each client’s month-end close into a repeatable, controlled, and increasingly automated pipeline. This leader will work closely with client accounting teams and CFGI delivery teams to understand how each close actually operates, translate those requirements into reliable automation, and progressively convert client-specific solutions into reusable platform capabilities.

A critical measure of success for this role is maintaining a disciplined architecture in which each new client implementation becomes more scalable and efficient than the last.

What you might expect:

• Lead the engineers building per-client month-end close automations, including scoping, sequencing, and delivering pipelines from ERP extraction through transformation and ultimately posted journal entries.
• Own the delivery relationship with the accounting teams supporting each engagement, developing a detailed understanding of each client’s close requirements, workpapers, accounting processes, and definition of a correct output.
• Maintain the architectural boundary between the CFGI platform and client-specific automation packages, keeping extraction, authentication, staging, and journal-entry posting in Elixir while limiting Python to the SQLMesh transformation layer.
• Protect that architecture under delivery pressure and evaluate implementation decisions based on long-term maintainability, scalability, and reuse rather than short-term convenience.
• Drive the progression from bespoke client automation to reusable platform capability by identifying client-specific workflows that can become configurable, built-in workflows available to future engagements.
• Establish and maintain controls over automation outputs before anything posts to a client ledger, including tie-outs, zero-delta checks, reconciliations, exception handling, and human review and approval gates.
• Lead the development and ongoing evolution of the ms-automations per-client packages, including NetSuite and QuickBooks Online implementations, SQLMesh transformation trees, and the Parquet seam connecting client automations to the broader platform.
• Oversee the vendoring path into cfgi-platform and the workflow built-ins that allow pipelines to operate as managed-services deliverables with defined review and approval steps.
• Guide ERP integration development, including NetSuite through SuiteQL and QuickBooks Online, while maintaining behavior and mock seams that allow integrations to be tested without live client credentials.
• Oversee DuckDB and SQLMesh transformation pipelines and the production of accounting deliverables such as workpapers and journal-entry files.
• Mentor and manage automation engineers, establish engineering standards, review technical decisions, and develop the team’s capabilities.
• Manage a roadmap across multiple concurrent client engagements while balancing client delivery commitments, platform development, technical debt, and opportunities for reusable automation.
• Partner closely with CFGI Managed Services, accounting, technology, and product stakeholders to ensure automation supports both client requirements and the long-term scalability of the Managed Services platform.