AI Automation and Data Specialist

Cloud Accountant Staffing

AI Automation and Data Specialist role focused on building automation and data infrastructure. Joining a modern accounting firm to shape and enhance the operational landscape.

Posted 7/13/2026full-timeRemote • 🇵🇭 PhilippinesMid-LevelSenior💰 $4,000 - $5,000 per monthWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in designing and implementing AI-powered automations and data solutions, with a strong focus on Power BI, Python, and SQL for effective reporting and operational efficiency. Proven ability to integrate business applications and optimize workflows across various departments in a B2B environment.

Highest-signal resume keywords

Power BI Dashboard DevelopmentPython Data TransformationSQL Data AutomationAI Workflow AutomationAPI Integration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Power BIPythonSQLDAXAutomation PlatformsZapierMakeExcelData PipelinesReporting Solutions

Soft Skills

Excellent CommunicationOrganizational SkillsAttention to Detail

Tools & Technologies

GPTClaudeAPIsSaaS Platforms

Industry Keywords

B2B EnvironmentBusiness AutomationData SolutionsOperational Efficiency

Tech Stack

Tools & technologies

PythonSQL

About the role

Key responsibilities & impact

You'll help shape the future of accounting by designing, building, and maintaining the automation and data infrastructure that powers our business.
Own critical reporting systems, AI-powered workflows, and business automations that touch every department.
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.
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.

Requirements

What you’ll need

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

Benefits

Comp & perks

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