AI Automation Developer for Portfolio, Billing, and Data Validation System

Posted 4 weeks ago

Worldwide

Summary

We are looking for a senior AI full-stack developer to help us build an internal AI-powered operations platform for a financial/asset portfolio management process. The platform will support Operations, Risk, and Finance teams by reducing manual errors, validating portfolio data, comparing monthly portfolio changes, and identifying inconsistencies between portfolio records and billing files. This is not a simple chatbot project. We need someone who can build a structured, production-oriented workflow application with AI-assisted validation, data comparison, auditability, user roles, and a clean internal dashboard. The system will include three main modules: 1. Portfolio Entry / Addendum Intake Module A validated form-based interface where users can register portfolio updates such as new contracts, renewals, IPC increases, modifications, and restructurings. The form should enforce formats, required fields, business rules, and validation against source files or databases. 2. Portfolio Comparison Agent A module that compares the current month’s portfolio against the previous month’s portfolio, detects changes, classifies differences, and separates acceptable changes from potential errors. 3. Billing Validation Agent A module that compares the validated portfolio against monthly billing files, identifying mismatches, missing invoices, incorrect project codes, zero-value invoices, future cash flow inconsistencies, and credit note issues. The ideal candidate should be strong in: - Full-stack development - AI/LLM application development - Data validation workflows - Python-based data processing - React or modern frontend development - PostgreSQL or similar databases - File ingestion from Excel/CSV - Role-based access control - Audit logs and traceability - Clean enterprise UI/UX implementation We are looking for someone who can move fast, but still think architecturally. The first objective is to build a functional MVP, not a perfect enterprise system from day one. However, the MVP must be reliable, auditable, and built in a way that can scale into future integrations with SAP, SharePoint, EOL, and billing systems. We will provide business process documentation, sample files, field definitions, business rules, and mockups. The developer should be able to translate these into a technical architecture, database model, workflows, UI screens, and working MVP. Important: The project involves sensitive operational and financial information, so the developer must be comfortable working under NDA, following security best practices, and building with proper access control and auditability. Initial MVP Scope: - Web application with login and user roles - Dashboard for portfolio health, pending validations, alerts, and monthly changes - Dynamic intake form for portfolio updates/addendums - Field-level validation rules - Excel/CSV upload and ingestion - Internal database to store validated portfolio records - Comparison of current month vs previous month portfolio - Classification of differences: accepted, requires review, critical error - Billing file upload and comparison against validated portfolio - Alert center for operational, risk, and billing inconsistencies - Case detail page with traceability and audit history - AI assistant panel to explain detected inconsistencies and suggest next steps - Exportable reports for Operations, Risk, and Finance - Basic admin panel for users, roles, validation rules, and source configuration Must-Have Skills - 5+ years of full-stack software development experience - Strong Python experience - Strong React / Next.js experience - Experience building internal business applications or workflow platforms - Experience with PostgreSQL, Supabase, Firebase, or similar databases - Experience with Excel/CSV ingestion and data validation - Experience with LLM APIs such as OpenAI, Anthropic, or similar - Ability to build dashboards, forms, tables, filters, and admin panels - Ability to design audit logs and role-based permissions - Strong communication skills in English - Ability to work from business documentation and convert it into technical requirements Nice-to-Have Skills - Experience with SAP integrations - Experience with SharePoint / Microsoft Graph API - Experience in finance, leasing, asset management, factoring, banking, or risk operations - Experience with billing reconciliation - Experience with workflow automation tools - Experience with LangChain, LlamaIndex, CrewAI, or custom agent orchestration - Experience with OCR/document extraction, although this is not required for the first MVP

  • Less than 30 hrs/week
    Hourly
  • 1-3 months
    Duration
  • Intermediate
    Experience Level
  • $20.00

    -

    $30.00

    Hourly
  • Remote Job
  • Ongoing project
    Project Type

Contract-to-hire opportunity

This lets talent know that this job could become full time.
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Skills and Expertise
Mandatory skills
Robotic Process Automation
Activity on this job
  • Proposals:50+
  • Last viewed by client:3 weeks ago
  • Interviewing:
    4
  • Invites sent:
    5
  • Unanswered invites:
    0
About the client
Member since Sep 30, 2024
  • USA
    Aventura11:44 PM
  • $240 total spent
    3 hires, 2 active
  • 41 hours
  • Small company (2-9 people)

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