Finance Operations

Kevin Parsons

AI & Automation Solutions Architect

West Loop, Chicago, IL

I replace manual finance-operations work with governed, API-connected workflows, and I build the prototype myself.

15+

Fiduciary workflows shipped in a year

Money-movement and discretionary flows

Developers led

Contact Me Download Resume LinkedIn

kevin@kevinparsons.ai +1 (704) 953-3364

Where I focus

I am a solutions architect and builder for finance operations. At Truist I delivered 15+ fiduciary workflows in one year, spanning wires, ACH, checks, cash receipts, account transfers, discretionary actions, and fee billing. Those workflows replaced manual processing on a legacy trust platform under strict data governance and compliance.

At LPL Financial, Huron in Chicago, and iPipeline, I connected advisor money movement, compliance platforms, and account opening to the systems those processes depend on. I sit between operations leaders and engineering, and I use AI-assisted development to prove a workflow before it is scaled.

Redesign the operation

I partner with operations managers to re-envision manual finance work. At Truist that became 15+ fiduciary workflows in a year: payments and disbursements, cash receipts, account transfers, discretionary actions, and fee billing setup and appeals.

Architect it, then build it

I set the modular architecture and the API contracts, then build with the team. As technical lead and product owner I lead 10 developers, own the trust work-request backlog, and turn operational pain into user stories and acceptance criteria.

Connect the systems of record

I design, test, and integrate APIs across systems of record, including Thomson Reuters BETA, SEI, Fidelity, Pershing, FIS, Salesforce, Envestnet, DocuSign, and Adobe Sign. SQL and business rules carry the operational logic between them.

Keep governance in the design

Fiduciary automation has to keep its controls. I layer new workflows onto legacy trust accounting without bypassing data governance or compliance, and I have partnered with a Chief Compliance Officer on security policy.

Workflows taken from manual to automated

Wires ACH Check disbursements Cash receipts Account transfers Discretionary actions Fee billing and appeals Account opening KYC and suitability NIGO reduction

Built with AI-assisted development

I design and ship working software with AI-assisted development in Cursor, including this site, taking an idea from concept to a functional app. I pair that build loop with a certificate from UC Berkeley Haas in artificial intelligence business strategy, so a prototype stays tied to the operating model, the control environment, and the outcome operations leaders need.

Experience

Truist Financial

Technical Lead / Product Owner, Fiduciary Workflow Automation

Charlotte, NC

March 2025 – Present

Lead developer and architect for 15+ fiduciary operations workflows delivered in one year: wires, ACH, check disbursements and receipts, SEI account transfers, discretionary actions, and account fee setup and appeals.
Architected 4 discretionary-action workflows and 4 core money-movement flows as modular, reusable components with API integrations across multiple systems of record.
Lead a team of 10 developers, partnering with operations managers to redesign processes and translate requirements into technical architecture.
As product owner, prioritize the trust work-request backlog and turn operational pain points into user stories and acceptance criteria that reduce manual processing.
Design the automation inside fiduciary data governance, controls, and compliance, layering new capabilities onto the legacy trust accounting platform.

LPL Financial

Solutions Engineer

Charlotte, NC

August 2024 – January 2025

Lead software engineer on Move Money, enhancing check disbursement, ACH transfer, and wire capabilities for advisor-initiated money movement.
Built the Thomson Reuters BETA integration to send transaction data and retrieve account details, restrictions, and balances for payment processing.
Engineered DocuSign and Adobe Sign eSignature integrations. The Adobe Sign integration delivered substantial cost savings.
Designed workflows with complex business rules on iPipeline, reducing not-in-good-order requests and earning high satisfaction from LPL advisors.

Huron Consulting Group

Senior Technical Consultant

Chicago, IL

July 2022 – August 2024

Led implementation, upgrades, and support of Huron Research Suite, a research administration and compliance platform, for academic research institutions.
Developed a JSON-processing API for the conflict-of-interest product, reducing implementation time for key customizations by 70%.
Partnered with the Chief Compliance Officer and corporate security to overhaul security policy and strengthen regulatory compliance.
Customized workflows, data models, forms, and reports with JavaScript and Huron APIs, and integrated the suite with customer systems.
Coordinated onshore and offshore teams on solution design, estimation, and work assignment, and mentored new teammates.

iPipeline

Solutions Engineer

Charlotte, NC

February 2020 – July 2022

Led development teams delivering account-opening and onboarding solutions that eliminated paper documents, redundant data entry, and manual input into mainframe terminal systems.
Integrated custodial APIs (Fidelity, Pershing, FIS), eSignature, and operational data stores (Salesforce, OMNI KYC), with BPMN workflows, rules-engine logic, and PDF data mappings.
Developed SQL stored procedures to execute client-specific business logic, and built API interfaces for account maintenance, including spousal-consent rules for beneficiary designations.
Integrated Salesforce to import client records and export account records, and connected Envestnet to retrieve client suitability scores.

Cognizant

Data Engineer

Plano, TX

August 2019 – February 2020

Created a data access framework so business analysts could design optimized promotions and test their effectiveness.
Developed dynamic React interfaces driven by API responses, plus a calendar visualization for overlapping promotions.

Skills & Expertise

AI & automation

AI-assisted development (Cursor) Rapid prototyping to working software BPMN workflows and business rules Low-code automation platforms AI business strategy (UC Berkeley Haas)

Finance operations

Wires, ACH, and check disbursements Cash receipts and fee billing Account transfers and opening KYC, suitability, and NIGO reduction Process redesign with operations leaders

Integration & data

API design across disparate systems SQL and stored procedures Custodians, Salesforce, and Envestnet Thomson Reuters BETA and eSignature Data governance in regulated finance Google Cloud and AWS

Delivery

Product ownership Technical leadership JavaScript, Python, SQL, and C# React Onshore and offshore team leadership

Education & Certifications

Certificate in AI Business Strategies and Applications

UC Berkeley, Haas School of Business

BS Computer Science and Data Science

University of North Carolina at Charlotte

AWS Certified Solutions Architect

Amazon Web Services · October 2019

Patent

Moisture Wicking Food Container

US Patent Application US20200039725A1

View on Google Patents →

Let's Connect

I am based in Chicago's West Loop and open to Sunnyvale. If you are moving finance operations from manual work to governed automation, I would like to talk.

Send Email LinkedIn Call Me Download Resume