AI Automations and Data Specialist

Philippines, Latin America and South Africa (100% Remote) · Full-Time Independent Contractor · Up to $3500 USD/month

Imagine building the operating system behind a modern accounting firm. Every automation you launch saves hours. Every dashboard you improve drives smarter decisions. Every workflow you build makes hundreds of people more effective. That's this role.

ABOUT THE ROLE

You'll help shape the future of accounting by designing, building, and maintaining the automation and data infrastructure that powers our business. This isn't a support role—it's a builder role.

You'll own critical reporting systems, AI-powered workflows, and business automations that touch every department. From Power BI dashboards and SQL pipelines to GPT- and Claude-powered solutions, you'll continuously improve how teams work, make decisions, and serve clients.

This is a full-time Independent Contractor role requiring exclusivity after hire.

If you love solving complex operational problems with technology—and get excited watching people actually use what you've built—you'll thrive here.

THE IDEAL CANDIDATE

You naturally think in systems, processes, and scalable solutions

You enjoy building things from scratch—not simply maintaining existing tools

You translate technical concepts into language anyone can understand

You obsess over data quality, documentation, and long-term maintainability

You embrace AI as a practical business tool, not just an experiment

You collaborate well across both technical and non-technical teams

You constantly look for ways to eliminate manual work and improve efficiency

WHAT YOU’LL OWN

AI Automation and Workflow Development

Build the systems that eliminate repetitive work.

Design and deploy AI-powered automations using GPT, Claude, Zapier, Make, APIs, and modern SaaS platforms

Create scalable internal workflows that improve operations across Finance, HR, Sales, Client Success, and Operations

Build integrations between business applications using APIs and automation platforms

Continuously identify opportunities to reduce manual effort through intelligent automation

Data & Business Intelligence

Transform data into reliable business insights.

Own and maintain production Power BI dashboards used by leadership

Build, optimize, and troubleshoot data pipelines using Python, SQL, and DAX

Manage scheduled refreshes, gateway connections, database structures, and reporting infrastructure

Develop reporting solutions that support operational and financial decision-making

Data Quality & Governance

Reliable reporting starts with trusted data .

Maintain data integrity across multiple business systems

Resolve inconsistencies between financial, operational, payroll, and CRM data

Design sustainable data structures that support future growth

Ensure reporting accuracy through testing, validation, and documentation

Process Improvement & Documentation

Build once. Improve forever.

Document systems, workflows, automations, and technical processes

Partner with stakeholders to understand operational pain points

Recommend scalable improvements that simplify business operations

Support team adoption by creating clear documentation and training materials

WHAT YOU’LL BRING

3+ years building business automations and data solutions within a B2B environment

Strong Power BI experience including dashboards, data models, DAX, and production reporting

Hands-on experience with Python and SQL for data transformation and automation

Experience using automation platforms such as Zapier, Make, or similar low-code tools

Practical experience leveraging AI platforms such as GPT or Claude for workflow automation

Advanced Microsoft Excel skills including Pivot Tables, XLOOKUP, structured tables, and connected workbooks

Strong understanding of APIs, integrations, and modern SaaS ecosystems

Excellent English communication skills with the ability to explain technical concepts clearly

Highly organized with exceptional attention to detail

Time-zone alignment: Comfortable working US business hours

Preferred (nice to have):

Experience with Supabase or relational database management

Basic accounting knowledge including General Ledger structure and Chart of Accounts

Experience working with financial or accounting software

Familiarity with modern cloud business applications

HOW WE WORK

• Build with Purpose
• Every automation should remove friction, improve quality, or create measurable business value.

• Documentation First
• If it isn't documented, it isn't finished.

• Data You Can Trust
• Accuracy, consistency, and governance are built into every workflow.

• Continuous Improvement
• We constantly evaluate new technologies that improve how our teams work.

• Remote Collaboration
• Work asynchronously while partnering closely with stakeholders across the organization.

WHY CAS IS DIFFERENT

We are not a gig platform. We are not a freelance marketplace. We are not short-term staffing.

We aren't looking for someone to simply maintain systems.

We're looking for someone who wants to build the future of operational excellence.

At CAS, you'll enjoy:

Competitive USD compensation based on experience

Permanent remote work

Full company equipment provided (laptop, monitor, accessories)

15 days PTO annually + local holidays

Guaranteed annual increases

Referral rewards up to $1,000

Monthly flexible stipend (CAS Flex Perks)

Structured onboarding and career development

Opportunities to build AI-first operational systems that impact the entire business

A culture built around ownership, continuous learning, and innovation

CONTRACT & EXCLUSIVITY

Full-time Independent Contractor opportunity open to candidates in the Philippines, Latin America, and South Africa. This role requires an exclusive full-time commitment. Candidates must not engage in other employment or freelance work that creates a conflict of interest or affects their ability to meet the expectations of the role. Conflict-of-interest checks may apply.

APPLICATION PROCESS

Application & Prescreening

Technical Assessment

Profile and Pre-interview Preparation

Client Interview

Employment Offer and Onboarding

READY TO TAKE THE NEXT STEP?

Your next big career move starts here.

https://jobs.ashbyhq.com/cas