AI Automations and Data Specialist

Philippines, Latin America and South Africa (100% Remote) · Full-Time Independent Contractor · Up to $5000 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 ROLEYou'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 CANDIDATEYou naturally think in systems, processes, and scalable solutionsYou enjoy building things from scratch—not simply maintaining existing toolsYou translate technical concepts into language anyone can understandYou obsess over data quality, documentation, and long-term maintainabilityYou embrace AI as a practical business tool, not just an experimentYou collaborate well across both technical and non-technical teamsYou constantly look for ways to eliminate manual work and improve efficiency WHAT YOU’LL OWNAI Automation and Workflow DevelopmentBuild the systems that eliminate repetitive <work.Design> and deploy AI-powered automations using GPT, Claude, Zapier, Make, APIs, and modern SaaS platformsCreate scalable internal workflows that improve operations across Finance, HR, Sales, Client Success, and OperationsBuild integrations between business applications using APIs and automation platformsContinuously identify opportunities to reduce manual effort through intelligent automationData & Business IntelligenceTransform data into reliable business insights.Own and maintain production Power BI dashboards used by leadershipBuild, optimize, and troubleshoot data pipelines using Python, SQL, and DAXManage scheduled refreshes, gateway connections, database structures, and reporting infrastructureDevelop reporting solutions that support operational and financial decision-makingData Quality & GovernanceReliable reporting starts with trusted data.Maintain data integrity across multiple business systemsResolve inconsistencies between financial, operational, payroll, and CRM dataDesign sustainable data structures that support future growthEnsure reporting accuracy through testing, validation, and documentationProcess Improvement & DocumentationBuild once. Improve forever.Document systems, workflows, automations, and technical processesPartner with stakeholders to understand operational pain pointsRecommend scalable improvements that simplify business operationsSupport team adoption by creating clear documentation and training materials WHAT YOU’LL BRING3+ years building business automations and data solutions within a B2B environmentStrong Power BI experience including dashboards, data models, DAX, and production reportingHands-on experience with Python and SQL for data transformation and automationExperience using automation platforms such as Zapier, Make, or similar low-code toolsPractical experience leveraging AI platforms such as GPT or Claude for workflow automationAdvanced Microsoft Excel skills including Pivot Tables, XLOOKUP, structured tables, and connected workbooksStrong understanding of APIs, integrations, and modern SaaS ecosystemsExcellent English communication skills with the ability to explain technical concepts clearlyHighly organized with exceptional attention to detailTime-zone alignment: Comfortable working US business hoursPreferred (nice to have):Experience with Supabase or relational database managementBasic accounting knowledge including General Ledger structure and Chart of AccountsExperience working with financial or accounting softwareFamiliarity with modern cloud business applications HOW WE WORKBuild 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 DIFFERENTWe 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 experiencePermanent remote workFull company equipment provided (laptop, monitor, accessories)15 days PTO annually + local holidaysGuaranteed annual increasesReferral rewards up to $1,000Monthly flexible stipend (CAS Flex Perks)Structured onboarding and career developmentOpportunities to build AI-first operational systems that impact the entire businessA culture built around ownership, continuous learning, and innovation CONTRACT & EXCLUSIVITYFull-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 PROCESSApplication & PrescreeningTechnical AssessmentProfile and Pre-interview PreparationClient InterviewEmployment Offer and Onboarding READY TO TAKE THE NEXT STEP?Your next big career move starts here.<https://jobs.ashbyhq.com/cas>