Flowt: Financial Data & AI Operations Associate

3. Document & Workflow Verification

• Review uploaded documents (bank statements, certificates, contracts)
• Ensure documents meet required standards and match submitted data
• Manage verification statuses and audit trails
• Support workflows for invoice financing, purchase order financing, inventory financing, and asset financing

4. Customer Onboarding & Support

• Guide SMEs through onboarding and application processes
• Explain documentation requirements and data expectations
• Troubleshoot issues related to uploads, validation errors, and missing information
• Ensure a smooth, high-quality onboarding experience

5. Backend Data Review & Operational Monitoring

• Cross-check backend data with frontend submissions
• Identify mismatches, anomalies, and system inconsistencies
• Monitor workflows and flag bottlenecks or failures
• Work with engineering to improve validation logic and system reliability

6. Product, Data & AI Improvement

• Identify recurring issues and propose scalable fixes
• Improve validation rules, workflows, and UX
• Contribute to training datasets for AI models
• Support development of internal tools for validation and QA

7. Risk & Underwriting Support

• Assist in preparing applications for lender review
• Support compliance and restricted-use checks
• Ensure auditability and traceability of all financial data
• Flag high-risk or inconsistent applications

What Success Looks Like (First 90 Days)

Weeks 1–2:

• Deep understanding of Flowt’s products, workflows, and financial data structures
• Learn validation processes and AI review systems
• Begin reviewing applications with supervision Weeks 3–6:
• Independently validate onboarding and financial data
• Identify common AI and data issues
• Support multiple users through onboarding and applications Weeks 7–12:
• Own validation workflows for a key product area (e.g., invoice financing)
• Improve turnaround time and accuracy of validation processes
• Proactively suggest and implement improvements to workflows and systems

Required Qualifications

• 1–2 years of relevant experience (finance, audit, operations, fintech, or consulting)
• Bachelor’s degree in Finance, Accounting, Commerce, or related field
• Strong understanding of financial statements (P&L, cash flow, balance sheet)
• Ability to interpret financial data and identify inconsistencies
• High attention to detail and strong analytical thinking
• Comfortable working with data, spreadsheets, and documents
• Strong communication and problem-solving skills

Nice to Have

• CPA
• Experience in audit, lending, SME finance, or fintech
• Familiarity with AI tools (ChatGPT, Claude) and their limitations
• Experience with bookkeeping tools or financial systems
• Exposure to operations, product, or startup environments

Our Working Style

• High ownership: you will own critical workflows early

• Detail-first: accuracy is non-negotiable in financial systems

• Fast-paced: we move quickly but prioritize correctness

• Collaborative: work closely with engineering, product, and operations

• Continuous improvement: we expect you to question and improve processes

Compensation & Benefits

• Competitive compensation for early-career talent

• Clear growth path into operations, product, risk, or data roles

• Direct exposure to fintech, AI, and credit systems

• Opportunity to become a core long-term team member