Finance Automation Expert

PM Consulting; Taguig; Hybrid; PHP 900,000 - 1,300,000; Full time

Job summary

PM Consulting is seeking a Finance Automation Expert to lead automation and optimization of financial processes. You will identify opportunities, design tech-driven solutions, and improve accuracy, efficiency, and reliability across Finance.

The role requires strong experience with Excel VBA, Alteryx, and Power Automate, and collaboration with Finance and IT teams in a hybrid setup in Metro Manila.

Qualifications

• Bachelor's degree in a related field and 3+ years in finance automation or process improvement.
• Hands-on experience with Excel VBA, Alteryx, and Power Automate required.
• Strong analytical, communication, and cross-functional collaboration skills.

Responsibilities

• Lead automation initiatives across Finance to identify opportunities and define requirements.
• Design, build, test, and maintain automation solutions for financial processes.
• Monitor performance, troubleshoot, and implement enhancements for reliability.
• Manage data quality, security, and controls in automated workflows.
• Provide training and guidance to Finance team on automation tools.

Skills

Excel VBA

Alteryx

Power Automate

Data management

Process improvement

Stakeholder management

Team leadership

Automation development

Education

Bachelor's degree in Finance/Accounting/IT/CS/Business Analytics/IE

Tools

RPA platforms

Job description

Finance Automation Expert

Location: BGC, Taguig
Work Set-up: Hybrid
Work Schedule: Monday to Friday

Job Summary

We are seeking a Finance Automation Expert to lead and drive automation and process optimization initiatives within the Finance function. This role is responsible for identifying automation opportunities, designing and implementing technology-driven solutions, and improving the efficiency, accuracy, and reliability of financial processes. The ideal candidate combines strong knowledge of Finance operations with hands-on expertise in automation tools, data management, and process improvement, while providing technical guidance to team members and collaborating with cross-functional stakeholders.

Key Responsibilities

Process Improvement and Opportunity Identification

• Collaborate with Finance and IT teams to identify, assess, and prioritize automation and process optimization opportunities.
• Evaluate existing financial processes to identify inefficiencies, repetitive tasks, and opportunities to improve productivity.
• Engage stakeholders to establish project requirements, secure approvals, and align expectations on deliverables and timelines.

Automation Development and Implementation

• Conceptualize, design, develop, test, implement, and maintain automation solutions using tools such as Excel VBA, Alteryx, Power Automate, and other emerging technologies.
• Build automated workflows and tools to streamline financial reporting, data processing, reconciliation, and other Finance-related activities.
• Monitor automation performance, troubleshoot technical issues, and implement enhancements to ensure reliability and scalability.

Finance Data Management

• Ensure the accuracy, completeness, integrity, and security of financial data processed through automated solutions.
• Establish data validation procedures and quality controls to maintain consistency and minimize errors.
• Ensure the proper handling and protection of sensitive financial information.

Training and User Support

• Provide training and technical guidance to Finance team members on the effective use of automation tools and solutions.
• Address user concerns, troubleshoot issues, and provide ongoing support for implemented automations.
• Develop and maintain technical documentation, process guidelines, and user instructions.

Compliance and Internal Controls

• Ensure that automated Finance processes comply with applicable regulatory requirements, internal policies, and established financial controls.
• Incorporate appropriate validation procedures, access controls, and audit trails into automation solutions.
• Support process reviews and documentation to maintain compliance and operational transparency.

System Integration and Cross-Functional Collaboration

• Collaborate with local and regional IT teams, Finance Enablement teams, corporate finance transformation teams, and external service providers on automation initiatives.
• Coordinate system enhancements, Robotic Process Automation (RPA), and other integration requirements with relevant technical teams.
• Translate Finance business requirements into technical specifications and practical automation solutions.

Team Leadership and Stakeholder Management

• Lead Finance Automation initiatives and serve as the primary point of contact for stakeholder communications, project progress, expectations, and results.
• Guide and mentor junior team members in automation development, testing, implementation, and maintenance.
• Monitor project deliverables and promote knowledge sharing, collaboration, and continuous process improvement.

Qualifications

• Bachelor's degree in Finance, Accounting, Information Technology, Computer Science, Business Analytics, Industrial Engineering, or a related field.
• Relevant experience in Finance automation, financial systems, process improvement, business process transformation, or a similar role.
• Strong hands-on expertise in Excel VBA, Alteryx, Power Automate, or other automation technologies.
• Solid understanding of Finance processes, including financial reporting, reconciliation, data processing, and internal controls.
• Demonstrated experience in developing, testing, implementing, and maintaining automation solutions.
• Knowledge of data quality management, information security, and regulatory compliance requirements.
• Strong analytical, problem-solving, and process optimization capabilities.
• Excellent communication, stakeholder management, and cross-functional collaboration skills.
• Experience leading automation projects and mentoring junior team members is preferred.
• Familiarity with Robotic Process Automation (RPA), system integration, and finance transformation initiatives is an advantage.