AI/Automation Engineer

Cohen & Co•Cleveland, OH

1d•$85,000 - $150,000

About The Position

We are seeking a skilled AI/Automation Engineer to support our Transaction Services team, with a primary focus on buy-side and sell-side due diligence engagements. In this role, you will combine data analytics, workflow automation, and agentic AI development to help engagement teams analyze large, complex datasets quickly and accurately. You will build practical Excel-based tools, Power Automate workflows, and AI-enabled solutions using tools such as Claude, Claude Code, Claude Cowork, and Azure-based architectures, while collaborating closely with our Data Intelligence Services (DIS) team and reporting directly into Transaction Services. This opportunity is ideal for a highly analytical builder who enjoys working at the intersection of finance, data, automation, and AI-enabled process improvement. The right person will be comfortable supporting fast-paced deal work while also developing repeatable tools, templates, low-code solutions, and agentic AI workflows that improve efficiency across due diligence engagements.

Requirements

Bachelor’s degree in Computer Science, Accounting, Finance, Data Analytics, Information Systems, or a related field
3–5 years of experience in data analytics, financial analysis, transaction support, automation development, AI-enabled solution development, or a similar analytical role
Advanced proficiency in Excel, including complex formulas, data manipulation, workbook design, and hands-on experience using VBA or similar scripting approaches to automate processes
Strong experience with Power Query, data cleansing, reconciliation, and transforming large datasets from multiple source files or systems
Experience building practical automation solutions using low-code tools, reporting tools, workflow technologies, or AI-assisted development environments
Hands-on experience with AI-assisted development tools such as Claude and Claude Code, or comparable LLM-based development environments
Working knowledge of Azure architecture concepts, including application integration, data storage, identity/security considerations, and deployment patterns
Ability to design practical agentic workflows that include clear task structure, human-in-the-loop review, documentation, and quality control
Strong analytical, problem-solving, and quality control skills with the ability to work accurately under tight deadlines
Effective communication skills, including the ability to collaborate with engagement teams, explain analyses to non-technical stakeholders, and translate business needs into practical automation or AI-enabled solutions

Nice To Haves

Experience supporting buy-side or sell-side due diligence, transaction advisory, quality of earnings, or related financial analysis engagements
Familiarity with Power Automate, Alteryx, SQL, Python, Azure services, or similar automation, integration, and data preparation tools
Experience with Claude Code, Claude Cowork, agentic AI workflows, prompt engineering, or LLM-based automation design
Experience building lightweight applications, APIs, connectors, or workflow integrations using Azure, Power Platform, GitHub, Python, SQL, or similar tools
Familiarity with responsible AI practices, including validation, documentation, user review, and appropriate controls around AI-generated outputs
Experience working with ERP exports, general ledger detail, trial balances, or other financial datasets commonly used in diligence engagements
Exposure to professional services, accounting, advisory, finance, automation, or AI-enabled delivery environments
CPA, CFA, or other relevant credentials or progress toward certification is a plus

Responsibilities

Analyze large, messy, and multi-source datasets to support buy-side and sell-side due diligence engagements
Build advanced Excel models, reusable templates, VBA-enabled tools, and AI-assisted workflows to improve the speed, consistency, and quality of engagement delivery
Use Power Query, Power Pivot, and other data transformation techniques to cleanse, structure, and reconcile client data for analysis
Develop low-code and agentic AI-enabled solutions that reduce manual effort across diligence procedures, recurring analyses, data intake, and review workflows
Standardize and automate data intake, validation, mapping, and exception reporting across multiple client systems and file formats
Perform detailed testing and tie-out procedures to help ensure analytical outputs are accurate, complete, and engagement-ready
Partner with DIS resources on more advanced data, automation, application, Azure architecture, or agentic AI development needs as engagement requirements evolve
Design and develop practical AI and automation solutions using Claude, Claude Code, Claude Cowork, Power Automate, Azure services, and other approved tools
Build proof-of-concepts and repeatable accelerators that combine structured workflows, prompts, connectors, data transformation, and human review steps
Support Azure-based solution design, including data flows, integrations, security-aware deployment patterns, and scalable architecture decisions
Use AI-assisted development tools to prototype scripts, automations, and lightweight applications that solve real engagement and operational pain points
Document solution logic, assumptions, controls, and support requirements so tools can be maintained, reused, and responsibly adopted by engagement teams
Work closely with Transaction Services professionals to understand engagement objectives, key diligence issues, and required outputs
Translate raw client data into usable analyses, schedules, and insights that support quality of earnings, working capital, and other diligence procedures
Identify opportunities to streamline recurring work through automation, standardized workbooks, Power Automate workflows, and targeted AI-enabled process enhancements
Assist with data organization, documentation, and repeatable workflows that improve consistency across engagements and team members
Balance multiple projects in a deadline-driven environment while maintaining strong attention to detail and responsiveness to engagement teams
Prepare clear, accurate analyses and supporting schedules for use in due diligence reporting and client deliverables
Develop dashboards, summaries, and visual outputs in Excel, Power BI, or similar tools to help teams identify trends, anomalies, and key business drivers
Support engagement teams and leadership with insights that improve decision-making during active transactions
Collaborate daily with Transaction Services professionals and maintain close alignment with the DIS team on analytical approaches, tool development opportunities, and AI/automation solution design
Communicate findings, data issues, and process recommendations clearly to both technical and non-technical stakeholders
Contribute to a collaborative team environment focused on practical problem-solving, responsible AI usage, continuous improvement, and high-quality client service