AI Workflow Expert

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Audit Sight Inc.

1 - 10 employees

☁️ SaaS

πŸ’Έ Finance

πŸ’³ Fintech

SaaS β€’ Finance β€’ Fintech

Audit Sight Inc. is a leading technology platform that automates financial transaction verification, eliminating manual work for auditors, diligence, and private equity professionals. The platform streamlines processes such as external confirmations, substantive analytics over revenue and expenses, and journal entry testing, allowing firms to save time and increase accuracy in fraud detection. Audit Sight serves auditing firms, diligence providers, and private equity and venture capital by providing automated tools that accelerate audits and financial analyses, enhancing overall audit quality and compliance with GAAS standards. The company offers a seamless connection to leading ledger tools and meets SOC 2 compliance standards, contributing to increased profitability and improved employee satisfaction.

πŸ“‹ Description

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

🎯 Requirements

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

πŸ–οΈ Benefits

β€’ Paid Time Off β€’ Work From Home β€’ Training & Development

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