Sr. Associate, Automation and AI Solutions...

Insight Global is seeking a remote Sr. Associate to lead the build-out of agentic AI and intelligent automation across the entire CFO organization, spanning RevOps, Corporate IT, Procurement, Enterprise Applications, PMO, Accounting, FP&A, BI, and Legal. In this role, you will partner closely with functional leaders to map current-state processes, identify high-value automation opportunities, and design target-state workflows powered by production-grade agentic systems. You will own the end-to-end delivery of AI agents built on BigQuery as the system of record, Google Workspace as the user surface, GitHub for code and review, and a governed model gateway for LLM access-ensuring every solution is observable, scalable, and compliant with governance standards. You will define and prioritize the CFO org’s AI roadmap, balancing quick-win copilots and document workflows with longer-horizon agents such as close automation, contract review, spend intelligence, and procure-to-pay orchestration. This role also establishes the governance pattern for all agents, including HITL checkpoints, evaluation suites, audit logs, access controls, and rollback paths. You will evaluate build-vs-buy decisions, assess vendors, and create safe integration wrappers. Additionally, you will stand up a measurement layer to quantify cycle-time savings, error reduction, financial impact, and adoption, reporting directly to the VP and CFO. A key part of the role is enabling others-coaching analysts and ops leads to become effective agent operators and prompt designers, and representing the CFO org in cross-functional AI governance forums. By year one, success means delivering a prioritized portfolio of agentic use cases, shipping multiple production agents with measurable ROI, establishing a reusable agent platform pattern, and delivering a dashboard that gives leadership real-time visibility into adoption, savings, and incidents

Engineering background with experience shipping production software; able to read, write, and review code (Python and SQL required)

• 6+ years of total experience, including 3+ years building data, automation, or AI/ML systems in a business or finance context

• Hands-on experience with GitHub workflows (PRs, code review, CI/CD), BigQuery or equivalent cloud data warehouses, and Google Workspace tooling (Sheets, Apps Script, Drive APIs)

• Proven experience shipping LLM- or agent-powered workflows in production, including evaluation frameworks, monitoring, and human-in-the-loop controls

• Deep understanding of governance, controls, and data privacy for AI systems: SOX-relevant processes, PII handling, audit trails, and model risk

• Ability to translate between business stakeholders (finance, legal, operations) and engineering teams; comfortable running discovery with a Controller and a design review with platform engineers

• Demonstrated ability to build scalable, reusable, observable solutions-not one-off scripts-and design patterns that other teams can adopt - Prior experience working within a CFO organization (FP&A, Accounting, RevOps, Corp IT, Procurement, Enterprise Applications)

• Familiarity with finance systems such as NetSuite, Workday, Coupa, Salesforce, Salesforce CPQ, BlackLine, or Anaplan

• Experience with agent frameworks (LangChain, LangGraph, CrewAI), MCP ecosystem tools, or orchestration platforms like n8n or Zapier at scale

• Background in audit, internal controls, risk, or experience shipping solutions in regulated environments