4+ years of experience in building automation or AI solutions, preferably in finance or accounting workflows.
Hands-on experience with LLMs, agent frameworks, and API integrations.
Proficient in Python and familiar with SQL and data pipelines.
Strong understanding of finance processes and the importance of controls and auditability.
Ability to communicate technical concepts to finance professionals.
Experience with NetSuite or other ERP systems, and familiarity with SOX or ITGC.
Responsibilities
Map finance processes with accounting and FP&A teams to identify automation opportunities.
Build, test, and deploy AI agents and automations using finance systems and data warehouses.
Design workflows with controls for audit compliance and clear ownership.
Evaluate options for building, buying, or partnering with vendors for tools.
Measure and report on the effectiveness of automation in terms of efficiency and accuracy.
Train finance team members on tool usage and document workflows.
Collaborate with IT, Security, and Data teams on data access and privacy issues.
Benefits
Mission-driven, empowered, and collaborative culture.
Unlimited PTO for work-life balance.
Comprehensive health benefits including Medical, Dental, Vision, and more.
401(k) plan with company match to support retirement savings.
Cell phone stipend to assist with communication costs.
Stock options as part of the compensation package.
Full Job Description
Description
Title: AI Specialist, Finance
Reports To: Director of Finance Applications
Location: Jersey City, NJ - Hybrid (On-site 3 Days/ Week)
The Role:
Sunbit is seeking an AI Specialist, Finance to design, build and run AI agents and automations for the finance organization. The goal is to take manual, repetitive finance work, much of it in spreadsheets today, and turn it into reliable, controlled workflows, starting with low-risk processes and expanding as trust is earned.
This individual contributor role will partner closely with Accounting, FP&A, IT, Security and Data.
Requirements
What you'll Own:
Map finance processes with the accounting and FP&A teams, and identify where AI and automation deliver real value: reconciliations, classification and coding, close tasks, reporting packs, variance commentary, vendor and invoice handling.
Build, test and deploy agents and automations on top of the finance systems (NetSuite and others) and the data warehouse, using APIs and integration tools.
Design each workflow with controls in mind: human review points, logging, audit trail, access limits and clear ownership, so it passes internal and external audit.
Evaluate build, buy and partner options, including outside vendors and consultants, and keep the tool stack simple.
Measure results (hours saved, error rates, close time) and report on them regularly.
Train finance team members to use and supervise the tools, and document how every workflow works.
Work with IT, Security and Data on data access, privacy and model risk.
What You'll Bring:
4+ years building automation or AI solutions in a business setting, ideally with finance or accounting workflows.
Hands-on experience with LLMs and agent frameworks, prompt and evaluation design, and integrating them with business systems through APIs.
Strong Python or similar, and comfort with SQL and data pipelines.
Good understanding of finance processes (close, reconciliations, AP and AR) and of why controls and auditability matter.
Ability to explain technical choices to accountants and finance leaders.
NetSuite or other ERP integration experience, SOX or ITGC familiarity, and a fintech background preferred.
How We Pay:
We believe in paying fairly and equitably based on a number of factors including but not limited to previous experience, relevant work history, interview performance, geographical location, internal equity, and expected level of ownership.
We are targeting a salary of $147,000-165,000 per year for this role
This role will also be granted company equity via stock options
The Perks:
Mission driven, empowered, and collaborative culture
Team-based strategic planning and ownership of deliverables
About Sunbit
Sunbit is a financial technology company that provides point-of-sale financing solutions for consumers. The company partners with merchants to offer financing options for purchases, such as dental work, auto repairs, and home improvement projects. Sunbit was founded in 2016 and is headquartered in Los Angeles, California. The company's mission is to make financing more accessible and affordable for consumers.
