AI Automations and Data Specialist (Philippines)

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.

What You’ll Own

• AI Automation and Workflow Development
• Create 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
• 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

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
• 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

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

WHY CAS IS DIFFERENT

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

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.

APPLICATION PROCESS

Application & Prescreening
Technical Assessment
Profile and Pre-interview Preparation
Client Interview
Employment Offer and Onboarding