Finance 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	Details
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) 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.

Document revised in accordance with the latest guidelines.