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AI Automations and Data Specialist (Philippines) at Cloud Accountant Staffing · globalremotely

Philippines (100% Remote) · Full-Time Independent Contractor · Up to $5000 USD/month

Imagine building the operating system behind a modern accounting firm. Every automation you launch saves hours. Every dashboard you improve drives smarter decisions. Every workflow you build makes hundreds of people more effective. That's this role.

01 ABOUT THE ROLE

You'll help shape the future of accounting by designing, building, and maintaining the automation and data infrastructure that powers our business. This isn't a support role—it's a builder role.

You'll own critical reporting systems, AI-powered workflows, and business automations that touch every department. From Power BI dashboards and SQL pipelines to GPT- and Claude-powered solutions, you'll continuously improve how teams work, make decisions, and serve clients.

This is a full-time Independent Contractor role requiring exclusivity after hire.

If you love solving complex operational problems with technology—and get excited watching people actually use what you've built—you'll thrive here.

THE IDEAL CANDIDATE

You naturally think in systems, processes, and scalable solutions
You enjoy building things from scratch—not simply maintaining existing tools
You translate technical concepts into language anyone can understand
You obsess over data quality, documentation, and long-term maintainability
You embrace AI as a practical business tool, not just an experiment
You collaborate well across both technical and non-technical teams
You constantly look for ways to eliminate manual work and improve efficiency

02 WHAT YOU’LL OWN

AI Automation and Workflow Development

Build the systems that eliminate repetitive work.

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

Data & Business Intelligence

Transform data into reliable business insights.

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

Data Quality & Governance

Reliable reporting starts with trusted data.

Maintain data integrity across multiple business systems
Resolve inconsistencies between financial, operational, payroll, and CRM data
Design sustainable data structures that support future growth
Ensure reporting accuracy through testing, validation, and documentation

Process Improvement & Documentation

Build once. Improve forever.

Document systems, workflows, automations, and technical processes
Partner with stakeholders to understand operational pain points
Recommend scalable improvements that simplify business operations
Support team adoption by creating clear documentation and training materials

03 WHAT YOU’LL BRING

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

Preferred (nice to have):

Experience with Supabase or relational database management
Basic accounting knowledge including General Ledger structure and Chart of Accounts
Experience working with financial or accounting software
Familiarity with modern cloud business applications

04 HOW WE WORK

Build with Purpose
Every automation should remove friction, improve quality, or create measurable business value.

Documentation First
If it isn't documented, it isn't finished.

Data You Can Trust
Accuracy, consistency, and governance are built into every workflow.

Continuous Improvement
We constantly evaluate new technologies that improve how our teams work.

Remote Collaboration
Work asynchronously while partnering closely with stakeholders across the organization.

05 WHY CAS IS DIFFERENT

We are not a gig platform. We are not a freelance marketplace. We are not short-term staffing.

We aren't looking for someone to simply maintain systems.

We're looking for someone who wants to build the future of operational excellence.

At CAS, you'll enjoy:

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

06 CONTRACT & EXCLUSIVITY

This is an independent contractor engagement based in the Philippines. Full-time exclusivity is required — candidates must not hold other part-time or freelance engagements once hired. Conflict-of-interest checks may apply.

07 APPLICATION PROCESS