Senior Data Engineer

FinStrat ManagementIndia, Philippines

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The Role

FSM is building the next generation of AI-powered financial systems — where accounting, operations, and data applications work together intelligently. As a Senior Data Engineer, you'll be both a core builder of that platform and a primary technical point of contact for clients as they navigate that transformation.

This is a hands-on, client-facing, senior engineering role. Most of your week is deep technical work — cloud infrastructure, data pipelines, and AI agents. A meaningful part of it is direct conversation with client accounting, finance, and operations teams, leading discovery and translating what you learn into what we ship. You're equally comfortable debugging an IAM policy, pairing with an AI Agent Engineer, and running a discovery session with a client's Controller.

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Senior Data Engineer at FinStrat Management · ApplyPick

Cloud & Platform Engineering — the foundation
Design, build, and operate FSM's AWS infrastructure: Lambda, API Gateway, SQS, RDS, Cognito, Secrets Manager, CloudWatch.
Own infrastructure-as-code (CloudFormation), CI/CD (GitHub Actions), and our multi-tenant security model — IAM roles, tenant isolation, secrets management, auditability.
Maintain FSM's security and compliance posture — least-privilege IAM, secrets management, and ongoing SOC 2 / Vanta controls, checks, and audit readiness.
Maintain and extend our templating/scaffolding system (copier-based) so new client pipelines and agents deploy fast and stay consistent.
Data Engineering & Integration
Build and maintain data pipelines and the S3-based data platform feeding our agents and BI (DBT, AWS QuickSight).
Architect and build integrations across accounting, ERP, CRM, and operational apps — QuickBooks, HubSpot, Stripe, Plaid, Box, Slack — into a clean, source-agnostic layer.
Ensure consistent, accurate, reconciled data flow.
Agent Development & Implementation
Design and code intelligent agents that act on financial data through APIs and natural-language interfaces, plugging into FSM's orchestration layer.
Develop the logic frameworks, contracts, and prompts that govern how agents interpret data, take action, and communicate results — including human-in-the-loop controls.
Test and refine agent performance with real client data — ensuring security, auditability, and alignment with accounting principles.
Client-facing: Walk clients through agent behavior and outputs directly, building their confidence and trust in the automation.
Client Discovery & Problem Definition
Client-facing: Lead discovery sessions with client accounting, finance, and operations teams to understand their workflows, data challenges, and automation needs.
Serve as the primary technical liaison between FSM and the client — explaining findings, options, and trade-offs in terms non-technical stakeholders can act on.
Identify opportunities where AI agents can replace repetitive processes, improve reconciliation, or enhance insight delivery.
Translate accounting concepts into technical requirements — and technical constraints back into business terms.
Documentation, Standardization & Communication (a real, weighted part of the job — not an afterthought)
Create comprehensive documentation of automations, agent behaviors, infrastructure, and client-specific implementations.
Establish repeatable playbooks, naming conventions, and frameworks that take us from trial-and-error to scalable structure.
Partner with leadership to define best practices as the department evolves.
Share progress, blockers, and technical decisions clearly — and early — across Engineering, Client Delivery, and CSM, not just with the AI Agent Engineering team.

Senior Data Engineer

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The Role

Senior Data Engineer

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The Role

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