Finance Automation Expert

Our Clients; Taguig; Hybrid; PHP 900,000 - 1,500,000; Full time

Job summary

Our Clients is seeking a Finance Automation Expert to lead automation and process optimization within the Finance function. This role focuses on identifying automation opportunities, designing and implementing technology-driven solutions, and improving efficiency, accuracy, and reliability of financial processes.

The ideal candidate combines strong Finance knowledge with hands-on expertise in automation tools, data management, and process improvement, while guiding team members and collaborating

Qualifications

• Bachelor's degree in Finance, Accounting, IT, CS, Business Analytics, Industrial Engineering, or related field.
• Experience in Finance automation, financial systems, process improvement, or similar roles.
• Hands-on expertise with Excel VBA, Alteryx, Power Automate, or other automation technologies.
• Solid understanding of Finance processes, including reporting, reconciliation, data processing, and internal controls.
• Experience developing, testing, implementing, and maintaining automation solutions.

Responsibilities

• Collaborate with Finance and IT teams to identify, assess, and prioritize automation opportunities.
• Evaluate existing financial processes to identify inefficiencies and repetitive tasks.
• Design, develop, test, implement, and maintain automation solutions using Excel VBA, Alteryx, Power Automate.
• Ensure the accuracy, integrity, and security of financial data in automated systems.
• Provide training and support for Finance teams on automation tools and processes.
• Ensure automation compliance with regulatory requirements and internal controls.
• Lead automation initiatives and mentor junior team members.

Skills

Excel VBA

Alteryx

Power Automate

Automation

Data management

Education

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

Tools

RPA

System integration

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.