Technical Product - AI Engineer

About Us

This company is building the leading AI platform for financial services. By combining LLMs, proprietary AI/ML and automation we accelerate core workflows for the industry, allow financial services professionals to be more productive and enable consumers to enhance their personal finance. Their flagship product, Tax Autopilot, combines AI with federal and state tax codes & regulations to simplify the tax preparation and review process for Certified Public Accountants (CPAs) and accounting firms.

• Owner Mentality - Desire to take initiative, identify problems and implement solutions

• Mission Driven - Passion for building AI/ML solutions that reimagine how businesses and consumers operate

• Intellectually Curious - Excitement going deep and building detailed understanding of the function, role, customer and problem space

• Team Oriented - Ability to collaborate respectfully and put the team above the self

We are seeking a highly skilled and dedicated Technical Product Manager who has a strong affinity and passion for organizing and modeling data, along with exceptional attention to detail. This role involves conceptualizing and defining data models for unstructured and semi-structured data.

Your first assignment is a self-assessment to determine if you are the perfect fit for this job. In your application, please specify how closely you meet the requirements.

• Minimum 4+ Years of Relevant Experience: (i) Participation in multiple projects requiring organization and structuring of unstructured or semi-structured data. (ii) Likes details and can meticulously own large, complex data sets

• Affinity for Data Organization: (i) Natural fondness for structuring information. (ii) Enthusiasm for organizing, analyzing, and presenting data effectively. (iii) Appreciation for clear, accessible data representation.

• Data Analysis Techniques: (i) Profound knowledge in techniques to organize, filter, clean, and structure large datasets. (ii) Ability to standardize complex data into a manageable format.

• Data Modeling: (i) Conceptualization and development of data models for diverse financial documents. (ii) Ability to represent information in a normalized format accurately.

• Database Management: (i) Familiarity with database technologies and design principles. (ii) Understanding of normalization rules to reduce redundancy and improve data integrity.

• Exceptional Attention to Detail: (i) Meticulousness to ensure all variations in data are accounted for. (ii) Diligence to prevent loss or misrepresentation of critical information.

• Analytical Mindset: (i) Strong organizational skills and thoroughness. (ii) Ability to dissect complex problems and analyze data from various angles.

• Derivation of logical, efficient solutions.

• Methodical Problem-Solving: (i) A systematic approach to addressing and solving problems.

• Patience and Perseverance: (i) Ability to perform repetitive tasks with high accuracy. (ii) Persistence and diligence in refining models to accurately reflect data.

• Adaptability: (i) Openness to new information and flexibility to adjust models and approaches. (ii) Ability to adapt to new data types or challenges as they arise.

• Critical Thinking: (i) Capacity to question assumptions and existing models. (ii) Ability to propose enhancements for increased accuracy and efficiency.

• Collaborative Projects: (i) Experience in multidisciplinary teams. (ii) Ability to translate technical details into actionable insights for diverse team members.

• Continuous Learning: (i) Track record of learning and applying new techniques or technologies. (ii) Commitment to improving data analysis and normalization processes.

• Programming and Scripting: (i) Proficiency in at least one programming language is required.

• Financial Acumen: (i) Understanding of financial concepts and terminologies. (ii) Understanding of common structures and contents in financial documents.