Finance AI Agent Builder

navneetkaur | Updated: June 16, 2026

About Trantor:

Trantor is a technology services company focused on outsourced product development and digital re-engineering. Leveraging our CaptiveCoE™ engagement model, we operate as a seamless extension of our client’s teams to provide rapid scalability with predictable budgets. Founded in 2012, Trantor has worked with customers across Tech, FinTech, Media & Cybersecurity industries. We have centers in the US, India, Canada, and Costa Rica. We are consistently rated as the #1 employer in the region with the ability to attract and retain technical talent. Our commitment to excellence and impactful results has translated to long-term relationships and value for our clients and solution partners. 

Job Overview

As our Finance AI Agent Builder, you will be the lead architect for our “agentic” finance and revenue operations stack. Your goal is to move beyond simple workflow automation toward autonomous systems that reason through financial data, automate planning workflows, validate compensation logic, and continuously optimize operational efficiency. This is a “Builder” role — part Engineer, part Finance Systems Strategist, part AI Workflow Architect. You will design and deploy intelligent AI agents that integrate deeply with enterprise finance and planning systems including Workday Adaptive Planning, CaptivateIQ, and/or Anaplan to automate forecasting, compensation workflows, revenue planning, and operational finance processes.

 

Core Responsibilities

 

Autonomous Financial Planning & Forecasting
Build AI agents that analyze historical financial data, identify forecasting anomalies, generate scenario models, and autonomously assist with budgeting and planning workflows inside Workday Adaptive Planning.

Incentive Compensation & Commission Automation
Design agents that automate commission validation, quota tracking, attainment analysis, payout reconciliation, and compensation exception handling using CaptivateIQ or Anaplan.

Intelligent Financial Operations
Deploy agents that process financial inputs from multiple systems (CRM, ERP, planning platforms, spreadsheets, APIs) to automate reporting, variance analysis, accrual workflows, and operational finance tasks.

Dynamic Revenue & Headcount Modeling
Build AI-powered workflows that monitor changes in pipeline, bookings, hiring plans, territory assignments, and revenue performance to dynamically update forecasts and planning assumptions.

Performance & Guardrails
Establish “human-in-the-loop” protocols, validation layers, and evaluation frameworks to ensure AI-generated financial outputs remain auditable, accurate, compliant, and aligned with business policies.

System Orchestration
Connect AI agents to our finance and business systems — including Workday Adaptive Planning, CaptivateIQ/Anaplan, Salesforce, ERP platforms, BI tools, and internal databases — ensuring seamless data flow and automated write-backs.

 

Qualifications & Skills

Experience
2–5 years in:
Finance Systems Engineering
FP&A Systems
Revenue Operations
Financial Automation
or AI Workflow Engineering in a SaaS or enterprise environment

Finance Systems Expertise
Hands-on experience with:
Workday Adaptive Planning (required)
CaptivateIQ (preferred)
OR
Anaplan (acceptable alternative)

Experience with Salesforce, ERP systems, NetSuite, or BI platforms is a plus.

AI Tooling
Proficiency with agent orchestration frameworks such as:
LangGraph
CrewAI
LangChain
Claude Agent SDK
OpenAI APIs
or equivalent AI workflow tooling

Agent Orchestration
Experience with low-code/no-code platforms such as:
Make.com
Zapier
N8N
Workato
or custom API-driven orchestration frameworks

Prompt Engineering
Ability to design complex reasoning loops, structured outputs, validation layers, and guardrails that prevent hallucinations and ensure reliable finance-grade AI outputs.

Data Savvy
Comfortable working with:
JSON
APIs
SQL
financial datasets
ETL pipelines
embeddings
and RAG (Retrieval-Augmented Generation) systems to provide agents with contextual financial knowledge

Finance & Revenue Operations Expertise
Knowledge of:
financial planning workflows
forecasting models
compensation systems
quota management
revenue operations
budgeting processes
and SaaS business metrics

Job Category: Anaplan CaptivateIQ CrewAI LangChain LangGraph N8N NetSuite Salesforce Workday Adaptive Planning Zapier
Job Type: Full Time
Job Location: Remote
Shift Timing: 8.00PM - 4.00 AM PST

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