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AI Automations & Data Specialist - Fully Remote, Latin America

Role overview

Qualifications

  • 3+ years of hands-on experience with AI automations and data inside a B2B business
  • Power BI or equivalent expertise
  • Proven workflow automation with AI and low-code tools
  • Advanced Excel skills

Responsibilities

  • Own and maintain Power BI dashboards and the underlying complex systems
  • Manage the monthly margin and quarterly profit share process
  • Build and maintain automations across the entire company
  • Document and support others in understanding solutions you've built

Key facts

Other skills

  • Microsoft Excel
  • Financial Literacy
  • Communication
  • Collaboration
  • Detail Oriented
  • Curiosity
  • Resourcefulness
  • Humility

About the company

System Six logo

System Six

Accounting

System Six is a modern, remote, cloud-based finance & accounting firm focused on two equal missions: (1) providing dream accounting careers to our team members, and (2) freeing up our customers' time so they can focus on their business, their family, their non-profit or wherever their interests lie. For our team, this means we are constantly focused on building and maintaining a fantastic culture characterized by joy, collaboration and flexibility. We strive to pay at the top of the industry, provide learning and growth opportunities, and never ask our team to take on more than they wish. We're not an accounting firm of old. Of equal importance, we utilize a team-based service model and an obsession with process to deliver excellent outsourced accounting, bill pay, payroll and advisory services to our clients. We love finance and accounting so you don't have to, and we strongly believe our clients' success is our success. Today our clients represent over $200M of annual revenue, 1,000+ jobs and millions of non-profit spend in needy communities. We take great pride in supporting these organizations and use the best in modern cloud-accounting tools to remotely manage any and all finance and accounting needs.If joining us as a team member or working with us as a client, please reach out. We'd love to talk!Jobs @ https://systemsix.hire.trakstar.com/

Company details

Company typeSME
IndustryAccounting
Company size11 - 50

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Job description

At System Six, we're building the best place to work in cloud-accounting - a place where our team members are the most important part of our business and where they consistently experience joy, flexibility and growth. We are a 65 person, growing, modern, 100% remote team delivering full-cycle accounting, tax, and other professional services to hundreds of U.S. clients.

We are actively seeking an AI Automations & Data Specialist, a joyful, technically sharp, and deeply curious builder who will support and build all things automation and data at System Six. You’ll step into what we have today - across tools like GPT/Claude, Make, Zapier, Supabase, PowerBI and various SaaS products. This includes modern app-connections via API, and complex internal PowerBI dashboards pulling data from a variety of sources with custom buildout via Python, SQL and DAX . You’ll learn and improve all we have today and also build things entirely anew. It is an incredibly exciting time to be in a growth-minded accounting firm - the opportunities to streamline and improve experiences - for our team and our clients - are nearly limitless. You’ll spend every day building the accounting firm of the future. 

This is a fantastic full time global position for someone who loves to build, reporting directly to leadership. System Six has grown 3x+ over the last five years and plans to continue its growth for decades to come - in a sustainable, joyful manner. This is not your traditional accounting firm. Our talented team loves System Six and we can’t wait to show you how that energy permeates throughout our organization.

So what are we looking for in an ideal candidate?

Personal Skills

  • A builder's mentality: you don't just identify problems and test technology - you build solutions, and take deep pride in building things people are excited to adopt and use 
  • Excellent communicator: you can translate technical constraints into plain language and you know how to say "that won't work — but here's what will" 
  • A genuine collaborator: you work effectively with team members across different levels of technical fluency. You understand natural pushback to what you build and know how to work with team to make it better
  • Relentless attention to detail: you obsess over the smallest of details, understanding the importance of 100% accuracy for data oriented work. You take great pride in accuracy   
  • Endless curiosity: you ask why, don’t get deterred, and love edge cases. Always seeking better
  • Resourcefulness: as an excellent independent problem solver who can still ask for help 
  • Humility: an openness to coaching and critiques; always seeking to improve 
  • Joy: A pleasure to work with; energetic and warm and enthusiastic about your work

Professional Skills

  • 3+ years of hands-on experience with AI automations and data inside a B2B business 
  • Power BI or equivalent expertise: you have built, maintained and optimized dashboards and the live production systems behind them — data pipelines, Python scripts, SQL cron jobs, gateway refresh chains. You understand database design, row-level security, have strong DAX fluency with nested multi-table logic, and are comfortable with Python and SQL. You've maintained pipelines, not just built dashboards on top of them and obsess over documentation
  • Proven workflow automation with AI and low-code tools: you have automated processes with tools like Claude, Zapier and Make that save material time. Maybe you haven’t built agents yet, but you’ve proven you can learn and build way beyond editing emails with ChatGPT
  • Advanced Excel: structured tables, XLOOKUP/VLOOKUP, named ranges, data validation, pivot tables, and strict file/path discipline in a connected data ecosystem
  • Strong data governance skills: you understand that a client renamed in one system, a new GL account added in another, or a mismatched ID can deeply corrupt work, dashboards, or payouts
  • Nice to have - basic accounting literacy: you don't need to be a CPA, but you need to understand a chart of accounts, GL structure and the basics of accounting  

What does the day to day look like for this role?

  • Own and maintain our Power BI dashboards, critical for daily management. You handle all aspects of the underlying complicated system we have today - data pipelines, Python scripts, SQL cron jobs, gateway refreshes, etc. You handle maintenance and constantly improve 
  • Own our monthly margin and quarterly profit share process, the most complex data processes we have. This means coordinating snapshots across time tracking, financials, and payroll; cleaning messy data across multiple sources; and validating DAX calculations against raw exports before results impact critical payouts to team 
  • Build and maintain automations across the entire company. You’ll work across the team to build solutions that remove friction and improve everyone’s job. This may be a new Hubspot to Karbon integration for sales, an agent for our HR team to help with policy questions, or a better invoicing bot for a client, each handled with Claude and other apps
  • Documentation and support for others. You’re not just building in a corner. You document your work thoroughly and support teammates in understanding solutions you've built.

Here’s what’s in it for you:

  • Growth opportunities. We are a steadily growing company on a multi-decade journey of evolution. We relish promoting from within, and will support your efforts to grow with System Six 
  • A joyful work environment where employees and culture are paramount. We deliver balance to our teams and want every employee to feel Elevated and Empowered at System Six 
  • A 100% remote environment. We've been remote for 10+ years and are set up for you to succeed remotely while working with flexibility during daytime professional hours
  • Strong pay. This full-time role offers competitive compensation up to $5,000 USD / month and is based on experience  
  • Competitive benefits. We will work to provide competitive benefits based on your country of origin, including PTO and Paid Holidays

Excited to apply? Here’s how! Apply online via the link and let us know our favorite color is orange.

System Six is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We encourage all backgrounds to apply, and prohibit discrimination of any kind based on any and all protected classes.


 

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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