AI Workflow Expert

Audit Sight Inc.

AI Workflow Expert designing technology-enabled workflows for financial due diligence at Audit Sight. Collaborating with teams to enhance financial analysis processes.

Posted 7/21/2026full-timeRemote • 🇵🇭 PhilippinesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Financial Due Diligence, including the design of workflows and the application of AI in accounting processes. Proficient in documenting complex accounting procedures and collaborating across teams to enhance transaction advisory practices.

Highest-signal resume keywords

Financial Due DiligenceQuality Of EarningsAI Workflow DesignFinancial Statement AnalysisCPA Designation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Due Diligence WorkflowsFinancial Statement AnalysisExcel Financial AnalysisAccounting Procedures DocumentationAI Agent InstructionsSQLPythonData AnalyticsBusiness Intelligence ToolsQuality-Of-Earnings Reports

Soft Skills

Professional JudgmentWritten CommunicationCollaboration

Tools & Technologies

AI AnalysisDeterministic SoftwareData Rooms

Certifications & Qualifications

CPA Designation

Industry Keywords

Transaction AdvisoryPublic AccountingPrivate EquityDiligence Report Preparation

Tech Stack

Tools & technologies

PythonSQL

About the role

Key responsibilities & impact

Design Financial Due Diligence Workflows
Break down financial due diligence procedures into clear steps, inputs, calculations, decision points, outputs, and review requirements.
Design workflows for areas such as quality of earnings, revenue, payroll, working capital, customer concentration, operating expenses, debt, and other transaction-related analyses.
Define the documents and data required to complete each procedure.
Create standardized request lists tied to individual procedures.
Identify which parts of a procedure should be completed through deterministic software, AI analysis, or professional judgment.
Develop AI Agent Instructions
Write and refine system prompts, workflow instructions, data-extraction requirements, and output specifications for AI agents.
Define how agents should distinguish verified facts, calculations, assumptions, hypotheses, exceptions, and unresolved questions.
Establish source-traceability requirements so every material output can be tied back to the underlying document, dataset, or calculation.
Design guardrails that prevent unsupported conclusions and require the system to disclose missing or conflicting information.
Test AI outputs across different companies, industries, data structures, and accounting systems.
Build Reviewable and Defensible Outputs
Define the workpapers, findings, schedules, and summaries produced by each workflow.
Ensure AI-generated analyses are easy for transaction advisory professionals to review, challenge, edit, and approve.
Design workflows that preserve an audit trail of source documents, calculations, assumptions, reviewer changes, and final conclusions.
Establish clear escalation rules for matters requiring professional judgment or additional client information.
Help develop consistent standards for what constitutes a complete and supportable diligence finding.
Partner with Product and Engineering
Work closely with product managers, designers, engineers, and financial diligence professionals.
Translate practitioner requirements into detailed product and workflow specifications.
Review prototypes and provide feedback on usability, calculation logic, workflow sequencing, and professional relevance.
Help prioritize new procedures and product capabilities based on customer needs and implementation complexity.
Participate in customer discovery sessions and convert practitioner feedback into product improvements.
Validate and Improve the System
Create test cases and expected results for new workflows.
Evaluate workflow performance for accuracy, consistency, completeness, and usefulness.
Identify recurring AI failure modes and improve prompts, instructions, validation rules, or product controls.
Compare system-generated analyses with manually prepared diligence workpapers.
Continuously improve procedures based on customer feedback, emerging AI capabilities, and changes in diligence practices.

Requirements

What you’ll need

Three or more years of experience in financial due diligence, transaction advisory, quality of earnings, audit, or a closely related accounting discipline.
Strong understanding of financial statements, general ledger data, trial balances, and transaction-level accounting information.
Experience performing or reviewing financial analyses in Excel.
Ability to document complex accounting procedures in a clear, structured, and repeatable manner.
Strong professional judgment and an ability to identify when a conclusion is or is not sufficiently supported.
Excellent written communication skills.
Interest in applying artificial intelligence and automation to professional accounting workflows.
Ability to work across accounting, product, design, and engineering teams.
Experience at a public accounting, transaction advisory, private equity, or financial diligence firm. (Preferred)
CPA designation or progress toward a CPA. (Preferred)
Experience preparing or reviewing quality-of-earnings reports. (Preferred)
Familiarity with data rooms, request lists, management meetings, and diligence report preparation. (Preferred)
Experience designing prompts, testing large language models, or implementing AI-enabled workflows. (Preferred)
Experience with SQL, Python, data analytics, or business intelligence tools is helpful but not required. (Preferred)
Experience developing standardized methodologies, templates, or internal firm guidance. (Preferred)

Benefits

Comp & perks

Paid Time Off
Work From Home
Training & Development