AI Automation Specialist (Finance)

Finance Automation & AI Specialist

Murkez Technologies is looking for a Finance Automation & AI Specialist to support the growing volume of repetitive bookkeeping and finance work across our customer base. This is a hands-on role focused on understanding existing finance workflows and helping automate, streamline, and standardize them for better efficiency and scalability.

• Analyze existing bookkeeping and finance workflows across different customers
  
• Identify repetitive, manual, or error-prone processes and opportunities for automation
  
• Design and implement simple automations, scripts, or AI-assisted workflows
  
• Leverage AI tools (e.g., copilots, LLMs, OCR, workflow automation tools) to improve efficiency
  
• Help standardize finance processes so they can be reused across multiple clients
  
• Collaborate with finance, operations, and product teams to understand requirements
  
• Document processes, automations, and best practices clearly for future reuse
  
• Continuously experiment, learn, and iterate on new tools and approaches
  
  
  
  

Requirements

What We’re Looking For:

• 3–4 years of experience in finance, accounting, bookkeeping, operations, or a related role with strong understanding of core finance and bookkeeping processes (AP, AR, reconciliations, close, reporting, etc.)
  
• Practical, hands-on exposure to one or more of the following:
  
• AI tools or copilots
  
• Workflow automation platforms (e.g., Zapier, Make, Power Automate, etc.)
  
• Scripting or light coding (Python, SQL, VBA, Apps Script, or similar)
  
• Process optimization or systems implementation
  
• Comfortable working with data, spreadsheets, and finance systems
  
• Comfortable with working US hours / late evenings
  
• Tech-forward, adaptable and practical
• Curious, proactive, and willing to experiment and learn by doing
  
• Able to balance structure with scrappiness in a fast-evolving environment
  

Nice to Have:

• Experience supporting multiple clients or stakeholders
  
• Familiarity with accounting software (e.g., QuickBooks, NetSuite, Xero, etc.)
  
• Exposure to OCR, document processing, or AI-based data extraction
  
• Interest in scaling internal tools and reusable solutions
  

Why This Role Matters

• Direct impact on efficiency and scalability across our customer base
  
• Opportunity to work at the intersection of finance, automation, and AI
  
• Room to grow into a more senior automation, systems, or finance-ops role
  
• High ownership and visibility, with space to shape how we work