# AI Workflow Expert

> Audit Sight, Inc. · Philippines (Remote) · — · Posted 2026-07-21

**Workplace:** remote

**Department:** Engineering

## Description

### AI Workflow Design Manager — Financial Due Diligence

### About Audit Sight

Audit Sight is building a new operating system for financial due diligence. Our platform combines deterministic financial analysis, artificial intelligence, and professional judgment to help transaction advisory teams complete diligence procedures faster, more consistently, and with greater traceability.

We are hiring an AI Workflow Design Manager to help translate financial due diligence procedures into structured, technology-enabled workflows.

### The Role

The AI Workflow Design Manager will design the procedures, instructions, decision logic, and review experiences that power Audit Sight’s financial due diligence platform.

This person will work at the intersection of financial due diligence, accounting, artificial intelligence, and product design. You will take procedures traditionally performed through spreadsheets, data-room review, and manual analysis and redesign them as repeatable workflows that can be executed by a combination of software, AI agents, and financial professionals.

This is not primarily a software engineering role. It is a workflow and product-design role for someone who understands how financial diligence work is actually performed and can convert that knowledge into clear, auditable operating instructions for an AI-enabled system.

## Requirements

### Design Financial Due Diligence Workflows

-   Break down financial due diligence procedures into clear steps, inputs, calculations, decision points, outputs, and review requirements.
-   Design workflows for areas such as quality of earnings, revenue, payroll, working capital, customer concentration, operating expenses, debt, and other transaction-related analyses.
-   Define the documents and data required to complete each procedure.
-   Create standardized request lists tied to individual procedures.
-   Identify which parts of a procedure should be completed through deterministic software, AI analysis, or professional judgment.

### Develop AI Agent Instructions

-   Write and refine system prompts, workflow instructions, data-extraction requirements, and output specifications for AI agents.
-   Define how agents should distinguish verified facts, calculations, assumptions, hypotheses, exceptions, and unresolved questions.
-   Establish source-traceability requirements so every material output can be tied back to the underlying document, dataset, or calculation.
-   Design guardrails that prevent unsupported conclusions and require the system to disclose missing or conflicting information.
-   Test AI outputs across different companies, industries, data structures, and accounting systems.

### Build Reviewable and Defensible Outputs

-   Define the workpapers, findings, schedules, and summaries produced by each workflow.
-   Ensure AI-generated analyses are easy for transaction advisory professionals to review, challenge, edit, and approve.
-   Design workflows that preserve an audit trail of source documents, calculations, assumptions, reviewer changes, and final conclusions.
-   Establish clear escalation rules for matters requiring professional judgment or additional client information.
-   Help develop consistent standards for what constitutes a complete and supportable diligence finding.

### Partner with Product and Engineering

-   Work closely with product managers, designers, engineers, and financial diligence professionals.
-   Translate practitioner requirements into detailed product and workflow specifications.
-   Review prototypes and provide feedback on usability, calculation logic, workflow sequencing, and professional relevance.
-   Help prioritize new procedures and product capabilities based on customer needs and implementation complexity.
-   Participate in customer discovery sessions and convert practitioner feedback into product improvements.

### Validate and Improve the System

-   Create test cases and expected results for new workflows.
-   Evaluate workflow performance for accuracy, consistency, completeness, and usefulness.
-   Identify recurring AI failure modes and improve prompts, instructions, validation rules, or product controls.
-   Compare system-generated analyses with manually prepared diligence workpapers.
-   Continuously improve procedures based on customer feedback, emerging AI capabilities, and changes in diligence practices.

### Qualifications

### Required

-   Three or more years of experience in financial due diligence, transaction advisory, quality of earnings, audit, or a closely related accounting discipline.
-   Strong understanding of financial statements, general ledger data, trial balances, and transaction-level accounting information.
-   Experience performing or reviewing financial analyses in Excel.
-   Ability to document complex accounting procedures in a clear, structured, and repeatable manner.
-   Strong professional judgment and an ability to identify when a conclusion is or is not sufficiently supported.
-   Excellent written communication skills.
-   Interest in applying artificial intelligence and automation to professional accounting workflows.
-   Ability to work across accounting, product, design, and engineering teams.

### Preferred

-   Experience at a public accounting, transaction advisory, private equity, or financial diligence firm.
-   CPA designation or progress toward a CPA.
-   Experience preparing or reviewing quality-of-earnings reports.
-   Familiarity with data rooms, request lists, management meetings, and diligence report preparation.
-   Experience designing prompts, testing large language models, or implementing AI-enabled workflows.
-   Experience with SQL, Python, data analytics, or business intelligence tools is helpful but not required.
-   Experience developing standardized methodologies, templates, or internal firm guidance.

### Characteristics of a Strong Candidate

The ideal candidate:

-   Understands how financial diligence professionals think and work.
-   Can convert an ambiguous procedure into explicit operating instructions.
-   Is skeptical of unsupported AI-generated conclusions.
-   Believes AI outputs must be traceable, reviewable, and reproducible.
-   Is comfortable moving between detailed accounting analysis and high-level product design.
-   Enjoys testing systems, finding edge cases, and improving workflows.
-   Can communicate effectively with both accountants and engineers.
-   Wants to help define a new way of performing financial due diligence.

### Measures of Success

During the first year, success will include:

-   Designing and launching a library of production-ready financial diligence workflows.
-   Producing clear procedure specifications that engineering teams can implement.
-   Improving the accuracy, consistency, and traceability of AI-generated diligence analyses.
-   Reducing the amount of manual work required to perform selected procedures.
-   Creating workflows that experienced diligence professionals trust and adopt.
-   Helping Audit Sight establish a repeatable methodology for building and validating new AI agents.

### Reporting and Collaboration

This role will collaborate closely with Audit Sight’s product, engineering, and transaction advisory teams and will have significant influence over the design of the company’s AI-enabled financial diligence platform.

## Benefits

-   Paid Time Off
-   Work From Home
-   Training & Development

## Apply

[Apply at Audit Sight, Inc.](https://apply.workable.com/auditsight/j/D440A6371C/apply)

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