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AI-First Finance Specialist | Payments, Risk & Automation

Role overview

Summary

This role focuses on building an AI-powered finance function for CapeShore, a startup in the payments sector. You will design and automate financial reconciliation systems, providing insights into profitability and risk while collaborating closely with leadership.

Qualifications

  • 4+ years in finance, accounting or payment operations.
  • Experience reconciling transaction data to bank settlements.
  • A real example of finance automation built using AI and SQL, Python, scripts or similar tools.
  • Sound judgment around refunds, chargebacks, reserves, exposure and payout controls.
  • Preferred: CPA, subscription billing and payment-acquiring experience are advantages.

Responsibilities

  • Reconcile transactions across payment processors, merchant IDs, banks and merchants.
  • Build AI-assisted reconciliation workflows and dashboards.
  • Own month-end close, merchant liabilities, and cash forecasts.
  • Automate repetitive finance work with AI, SQL, Python or scripts.

Key facts

  • Remote from: Canada, North America
  • Full time
  • Mid-level (2-5 years)
  • Finance Specialist
  • English

Hard skills

About the company

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DFO Performance

  • Marketing & Advertising Agencies
  • Scaleup
  • 201–500
DFO Performance: Elevating E-Commerce & Lead Generation for Scalable Success At DFO Performance, we specialize in propelling brands to new heights with powerful, data-driven strategies that drive sales and lead generation. With a unique approach that combines innovative technology, in-depth market insights, and agile scaling solutions, we help our partners achieve measurable growth and optimize their online presence. Our services are tailored to meet the needs of modern businesses in e-commerce and lead generation. From refining performance metrics and maximizing ROI to delivering conversion-focused creative, DFO Performance is committed to unlocking your brand's full potential. What We Offer: Scalable E-Commerce Growth: Leveraging cutting-edge analytics and conversion optimization to boost online sales. Targeted Lead Generation: Custom strategies to capture, nurture, and convert leads for sustainable customer growth. Data-Driven Performance: Actionable insights and optimization to ensure every campaign delivers results. Creative Solutions: High-conversion creative tailored for each campaign, driving stronger customer engagement and brand impact. Discover how DFO Performance can be your strategic partner for unmatched growth in e-commerce and lead generation. Let’s build your path to success together.

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Job description

AI-First Finance Specialist | Payments, Risk & Automation
CapeShore Group  •  Well-Funded Startup  •  Full-Time, Permanent  •  Remote (BC or Ontario)

Build the AI-powered finance function of a growing payments business.

If you have ever thought “this reconciliation should run itself,” this is the role to build it. CapeShore is a well-funded startup building Merchant of Record businesses for e-commerce and telehealth. We want a hands-on finance professional who combines sharp financial judgment with AI, automation and payment operations. You will help design the systems, not just operate them.


What you’ll own

  • Reconcile transactions across payment processors, merchant IDs (MIDs), banks and merchants, including fees, reserves, refunds and chargebacks.
  • Build AI-assisted reconciliation workflows, exception alerts and chargeback and reserve dashboards.
  • Own month-end close, merchant liabilities, settlement accuracy, cash forecasts and multi-entity reporting.
  • Turn payments data into clear profitability and risk insights for leadership.
  • Automate repetitive finance work with AI, SQL, Python or scripts, while validating every result against source records.


What you bring

  • 4+ years in finance, accounting or payment operations, with hands-on responsibility for financial reconciliations and controls.
  • Experience reconciling card, processor, marketplace, wallet or other transaction data to bank settlements.
  • A real example of finance automation you personally built using AI and SQL, Python, scripts or similar tools.
  • Sound judgment around refunds, chargebacks, reserves, exposure and payout controls.
  • CPA, subscription billing and payment-acquiring experience are advantages, not prerequisites.


Why join CapeShore?

  • Excellent base salary + performance bonus.
  • Real ownership and direct access to decision-makers in a well-funded startup.
  • Freedom to build better AI and automation tools, with room to grow into finance and payments-risk leadership.

How we hire
A short application, two practical written examples, a paid skills exercise for finalists and a leadership interview.We use AI tools to help screen and assess applications. People make the hiring decisions. This is an existing vacancy. Accommodation is available on request during recruitment.

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