Rose Financial Solutions is a Finance as a Service leader, dedicated to supporting companies' back offices through innovative automation solutions. The Financial Operations Automation Expert will analyze workflows, implement automation tools, and ensure data integrity to enhance financial processes across the organization.
Responsibilities
- Evaluate current financial workflows (A/P, A/R, expense management, month-end close, reporting, etc.) to identify automation opportunities
- Build, test, and maintain automated workflows using tools such as Zapier, Make (Integromat), Power Automate, Salesforce, Netsuite, Sage Intacct, or comparable platforms
- Develop documentation, SOPs, and process maps for new and existing automated processes
- Coordinate with Finance and Operations leadership to prioritize automation initiatives based on impact, risk, and feasibility
- Assist in configuring and maintaining finance-related systems and integrations (ERP, CRM, billing platforms, financial reporting tools)
- Monitor system performance and troubleshoot integration or data flow issues
- Partner with IT and vendors to deploy new features or enhancements
- Build dashboards and automated reporting tools to support Finance, Operations, and leadership teams
- Ensure data integrity and consistency across all financial systems through routine audits and reconciliations
- Analyze automation performance metrics and provide recommendations for ongoing improvement
- Work with Accounting, Finance, Operations, HR, and IT teams to understand business requirements and design automation solutions
- Train end-users on new processes and tools; provide ongoing support and troubleshooting
- Participate in cross-departmental initiatives involving workflow improvements or technology implementation
- Ensure automation workflows follow internal controls, compliance requirements, and data governance standards
- Assist with audit requests by providing documentation and process transparency
- Other ad-hoc tasks as assigned
Skills
- Bachelor's degree in Finance, Accounting, Business Analytics, or a related field
- 1–3+ years of experience in financial operations, accounting, business systems, or process automation
- Hands-on experience with automation or workflow tools (e.g., Zapier, Power Automate, Make, Alteryx, UiPath, SQL scripts, etc.)
- Strong analytical and problem-solving abilities with a high level of attention to detail
- Intermediate to advanced Excel or Google Sheets skills
- Familiarity with financial processes such as billing, A/P, A/R, general ledger, reconciliations, and month-end close
- Basic understanding of APIs, scripting languages (Python, JavaScript), or BI tools (Power BI, Tableau, Looker)
- Experience mapping workflows using tools like Lucidchart, Visio, or Miro
Benefits
- Health insurance subsidies up to 80%
- Work + Life Fit options
- 401(k) with company match
- Educational reimbursements
- Medical
- Dental
- Life
- PTO days
- Paid Holidays
- A 401(k) Retirement Plan
- Hybrid Work Options
Company Overview
Leaders in the Finance as a Service (FaaS) industry providing next level managed finance, accounting and tax services for small to mid-sized businesses. It was founded in 1994, and is headquartered in North Bethesda, MD, US, with a workforce of 51-200 employees. Its website is http://www.rosefinancial.com'utm_medium=Social&utm_source=LinkedIn&utm_campaign=Content_Promo&utm_content=listing-general-logo_tech-visit_website.
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