财务运营流程架构师
Finance Operations Workflow Architect
Blend 是一家领先的 AI 服务提供商,致力于通过数据科学、AI、技术和人才的力量,与客户共同创造有意义的影响。公司使命是激发大胆的愿景,通过将人类专业知识与人工智能无缝结合,解决重大挑战。公司通过汇聚世界级的人才和数据驱动的战略,致力于为客户解锁价值并推动创新。我们相信,人类与 AI 的力量可以对你的世界产生深远影响,为我们的员工和客户创造更有意义的工作和项目。更多信息,请访问 www.blend360.com。
我们正在打造一个以代理为核心的下一代运营体系,在需要判断力、控制和业务背景的地方由人类主导。作为财务运营流程架构师,你将负责我们财务流程、系统和自动化层的运营逻辑。
这不是一个传统的财务运营或报告岗位。你将设计、构建并持续改进代理、流程、控制、指标和运营模型,这些将支撑财务运营、结账流程、对账、计费、收款、应付账款、报告和决策支持,同时确保输出结果准确、可解释、可审计且与业务相关。
你将与财务领导、会计、财务规划与分析(FP&A)、营收运营(RevOps)、IT 和业务利益相关者紧密合作,将财务运营问题转化为可扩展、值得信赖的系统。
主要职责
· 设计和构建低代码/无代码代理和流程,自动化重复性的财务运营任务和分析
· 调整、验证并持续改进代理输出,以确保准确性、完整性、可解释性和可审计性
· 将模糊的财务运营需求转化为结构化的逻辑、规则和流程,使代理能够可靠执行
· 构建支持异常处理、审批、升级和控制检查点的流程
· 定义并维护核心财务运营逻辑,涵盖计费、收款、应付账款、对账、结账支持、营收运营和报告
· 确保 ERP、CRM、计费系统、数据仓库、仪表盘和高管报告之间的一致性
· 识别并解决数据质量、流程交接、职责归属和系统逻辑方面的缺口
· 映射当前状态的财务流程,并设计可扩展的未来状态流程
· 构建自动化流程,减少人工工作量,同时保持业务连续性
查看英文原文
Blend is a premier AI services provider, committed to co-creating meaningful impact for its clients through the power of data science, AI, technology, and people. With a mission to fuel bold visions, Blend tackles significant challenges by seamlessly aligning human expertise with artificial intelligence. The company is dedicated to unlocking value and fostering innovation for its clients by harnessing world-class people and data-driven strategy. We believe that the power of people and AI can have a meaningful impact on your world, creating more fulfilling work and projects for our people and clients. For more information, visit www.blend360.com.
We are building a next-generation Operations function that is agent-first by default and human-led where judgment, controls, and business context matter. As Finance Operations Workflow Architect, you will be the operational logic owner for our finance workflows, systems, and automation layer.
This is not a traditional finance operations or reporting role. You will design, build, and continuously improve agents, workflows, controls, metrics, and operating models that power financial operations, close processes, reconciliations, billing, collections, payables, reporting, and decision support while ensuring outputs are accurate, explainable, auditable, and business-relevant.
You will work closely with Finance leadership, Accounting, FP&A, RevOps, IT, and business stakeholders to turn finance operations questions into scalable, trusted systems.
Key Responsibilities
· Design and build low-code / no-code agents and workflows that automate recurring finance operations tasks and analyses
· Tune, validate, and continuously improve agent outputs for accuracy, completeness, explainability, and auditability
· Translate ambiguous finance operations needs into structured logic, rules, and workflows that agents can execute reliably
· Build workflows that support exception handling, approvals, escalations, and control checkpoints
· Define and maintain core finance operations logic across billing, collections, payables, reconciliations, close support, revenue operations, and reporting
· Ensure consistency across ERP, CRM, billing systems, data warehouse, dashboards, and executive reporting
· Identify and resolve gaps in data quality, process handoffs, ownership, and system logic
· Map current-state finance workflows and design scalable future-state processes
· Build automation that reduces manual work while preserving appropriate review, approval, and compliance standards
· Support finance transformation initiatives across systems, workflows, reporting, and operating cadence
· Design processes that are repeatable, measurable, and resilient across regions, entities, and business models
· Perform deep-dive analyses on operational bottlenecks, revenue and client margin forecast, cash conversion, billing accuracy, collections risk, close timelines, reconciliation issues, and process performance
· Build scenario models for planning, tradeoffs, resource allocation, and leadership decision support
· Design the logic behind finance operations dashboards, narratives, controls reporting, and executive insights
· Review agent-generated reporting for accuracy, completeness, and decision usefulness
· Create metrics that help leadership understand process health, financial risk, and operational throughput
- Strong business judgment around finance workflows, controls, process design, and operational risk
- Experience building or maintaining: Finance operations workflows, Metrics frameworks, Analytical models, Controls or reconciliation processes, Automated or semi-automated workflows
- High comfort translating business questions and process requirements into structured logic
- Experience with low-code / no-code tools such as n8n, Airtable, Zapier, Make, or similar
- Familiarity with finance systems, ERP architectures, billing platforms, CRM data, or related operational systems
- Exposure to data warehouses, with Snowflake preferred
- Experience working with BI tools such as Power BI, Tableau, Looker, or similar
- Experience with ERP or finance platforms such as NetSuite, SAP, Oracle or similar
- Understanding of order-to-cash, procure-to-pay, record-to-report, close management, or revenue operations processes
- Comfort partnering with both technical and finance stakeholders
- Experience supporting global or multi-entity finance operations
- What about languages?
- Advanced English proficiency is required for effective communication with international teams and stakeholders.
- How much experience must I have?
- 5+ years in Finance Operations, Accounting Operations, FP&A Operations, Revenue Operations, Business Operations, or Finance Transformation
Our Perks and Benefits:
📚 Learning Opportunities:
· Certifications in AWS (we are AWS Partners), Databricks, and Snowflake.
· Access to AI learning paths to stay up to date with the latest technologies.
· Study plans, courses, and additional certifications tailored to your role.
· Access to Udemy Business, offering thousands of courses to boost your technical and soft skills.
· English lessons to support your professional communication.
👩🏫 Mentoring and Development:
· Career development plans and mentorship programs to help shape your path.
🎁 Celebrations & Support:
· Special day rewards to celebrate birthdays, work anniversaries, and other personal milestones.
· Company-provided equipment.
⚖️ Flexible working options to help you strike the right balance.
Other benefits may vary according to your location in LATAM. For detailed information regarding the benefits applicable to your specific location, please consult with one of our recruiters.