Automation Leader

CFGI

. Lead engineers building per-client month-end close automations from ERP extraction through transformation and posted journal entries .

Posted 9/25/2026full-timeUnited StatesSeniorWebsite

Tech Stack

Tools & technologies

ElixirERPPythonSQL

About the role

Key responsibilities & impact

Lead engineers building per-client month-end close automations from ERP extraction through transformation and posted journal entries
Own delivery relationships with accounting teams and understand client close requirements, workpapers, accounting processes, and correct outputs
Maintain architectural boundaries between the CFGI platform and client-specific automation packages
Keep extraction, authentication, staging, and journal-entry posting in Elixir while limiting Python to the SQLMesh transformation layer
Drive bespoke client automation toward reusable platform capabilities and configurable workflows
Establish controls over automation outputs, including tie-outs, zero-delta checks, reconciliations, exception handling, and human review and approval gates
Lead ms-automations per-client packages, including NetSuite and QuickBooks Online implementations, SQLMesh transformation trees, and the Parquet seam
Oversee vendoring into cfgi-platform and workflow built-ins for managed-services deliverables
Guide ERP integration development through NetSuite SuiteQL and QuickBooks Online
Maintain mock seams allowing integrations to be tested without live client credentials
Oversee DuckDB and SQLMesh transformation pipelines and accounting deliverables such as workpapers and journal-entry files
Mentor and manage automation engineers, establish standards, review technical decisions, and develop team capabilities
Manage a roadmap across concurrent client engagements while balancing delivery, platform development, technical debt, and reusable automation
Partner with Managed Services, accounting, technology, and product stakeholders

Requirements

What you’ll need

15+ years of professional experience in consulting, advisory, or a related professional services environment, with progressive leadership responsibility
Experience leading and developing a small engineering or automation team while managing multiple concurrent client or customer-facing deliveries
Experience designing, building, and delivering SQL-based data transformation, data-pipeline, or financial-process automation solutions in production environments
Experience translating complex client accounting, finance, or operational requirements into reliable automated workflows and production data pipelines
Experience designing controls around automated financial processes, including reconciliations, tie-outs, validation checks, exception management, and human review or approval gates
Experience maintaining disciplined architectural boundaries across systems, services, programming languages, or integration layers while delivering against client deadlines
Experience developing ERP integrations or automations involving extraction, authentication, staging, transformation, and downstream transaction or journal-entry processing
Experience working directly with accounting or finance teams to understand month-end close processes, journal entries, workpapers, reconciliations, and financial-data requirements
Experience converting bespoke client implementations into configurable, reusable platform capabilities, standardized workflows, or product features
Experience managing a technical roadmap across multiple implementations while balancing immediate delivery requirements with platform scalability and maintainability
Experience mentoring engineers, reviewing technical design decisions, and establishing development, testing, and delivery standards
Nice to have: Experience with Elixir and Python in production environments
Nice to have: Experience with SQLMesh, dbt, or comparable data-transformation frameworks
Nice to have: Experience with NetSuite integrations, including SuiteQL
Nice to have: Experience with QuickBooks Online integrations
Nice to have: Experience using DuckDB, Parquet, or similar analytical data-processing and interchange technologies
Nice to have: Experience designing testable ERP integrations using mocks, behaviors, or comparable abstraction patterns that reduce dependency on live client credentials
Nice to have: Experience working directly in month-end close, controllership, accounting advisory, audit, or another environment requiring an understanding of journal entries, reconciliations, and financial close controls