Finance Process Automation Specialist

PM Consulting; Taguig; Ibrido; PHP 600.000 - 900.000; Tempo pieno

Descrizione del lavoro

PM Consulting is seeking a Finance Process Automation Specialist to improve finance operations by building technology-driven solutions. The role focuses on automating repetitive tasks, enhancing data accuracy, and strengthening controls to boost financial reporting efficiency.

The position, based in BGC, Taguig, offers hybrid work arrangement with weekdays schedule, and requires collaboration with finance stakeholders to design and implement automation across Excel, Alteryx, and Power Automate.

Competenze

• Bachelor's degree in Accounting, Finance, Management Accounting, Information Systems, Computer Science, Business Analytics, or a related discipline.
• Relevant experience in finance operations, financial reporting, process improvement, data analytics, automation development, or a similar role.
• Practical knowledge of Microsoft Excel, including advanced formulas, PivotTables, data manipulation, and reporting techniques.
• Experience with Excel VBA, macros, Alteryx, Microsoft Power Automate, or comparable automation and data workflow tools.
• Understanding of finance processes, financial data management, reconciliations, reporting procedures, or internal controls.
• Strong analytical and problem-solving abilities, with the capacity to translate business requirements into workable solutions.

Mansioni

• Finance Process Assessment and Improvement: Review existing finance workflows to identify manual, repetitive, time-consuming, and error-prone activities that could benefit from automation.
• User Training and Operational Support: Develop user guides, process documentation, and training materials for implemented automation solutions.
• Automation Design, Development, and Implementation: Design, develop, test, deploy, and maintain automation solutions that support finance operations and reporting activities.
• Finance Data Management and Quality Assurance: Ensure the accuracy, completeness, consistency, and reliability of financial data processed through automated solutions.
• Internal Controls, Risk Management, and Compliance: Incorporate appropriate internal controls into automation solutions to reduce operational risks and ensure compliance.

Conoscenze

Analytical thinking

Problem solving

Stakeholder management

Communication

Formazione

Bachelor's degree in Accounting, Finance, Management Accounting, Information Systems, Computer Science, Business Analytics, or a related discipline

Strumenti

Excel VBA

Macros

Alteryx

Power Automate

Descrizione del lavoro

Location: BGC, Taguig

Work Set-up: Hybrid | Dayshift | Monday - Friday

The Finance Process Automation Specialist is responsible for improving finance operations through the development and implementation of technology-driven solutions. This role focuses on streamlining repetitive activities, enhancing data accuracy, strengthening process controls, and improving the efficiency of financial reporting and operational workflows.

Key Responsibilities:

Finance Process Assessment and Improvement

• Review existing finance workflows to identify manual, repetitive, time-consuming, and error-prone activities that could benefit from automation.
• Engage with Finance stakeholders to understand business requirements, operational challenges, process dependencies, and desired outcomes.
• Analyze current processes and recommend improvements that enhance productivity, accuracy, consistency, and turnaround time.

User Training and Operational Support

• Develop user guides, process documentation, and training materials for implemented automation solutions.
• Conduct training sessions and demonstrations to help Finance employees understand and use automated tools effectively.
• Provide ongoing support for user inquiries, technical issues, process exceptions, and system-related concerns.

Automation Design, Development, and Implementation

• Design, develop, test, deploy, and maintain automation solutions that support finance operations and reporting activities.
• Build and enhance Excel-based automation using VBA, macros, formulas, and other relevant Excel functionalities.
• Develop data preparation and workflow automation solutions using Alteryx and other approved automation platforms.

Finance Data Management and Quality Assurance

• Ensure the accuracy, completeness, consistency, and reliability of financial data processed through automated solutions.
• Implement validation procedures, reconciliation checks, and exception-reporting mechanisms to identify data discrepancies.
• Investigate data quality issues and coordinate with relevant stakeholders to resolve problems at their source.

Internal Controls, Risk Management, and Compliance

• Incorporate appropriate internal controls into automation solutions to reduce operational risks and prevent unauthorized activities.
• Ensure automated processes follow established finance policies, approval requirements, and applicable compliance standards.
• Maintain audit trails, process documentation, and supporting evidence required for internal reviews and audits.

Qualifications:

• Bachelor's degree in Accounting, Finance, Management Accounting, Information Systems, Computer Science, Business Analytics, or a related discipline.
• Relevant experience in finance operations, financial reporting, process improvement, data analytics, automation development, or a similar role.
• Practical knowledge of Microsoft Excel, including advanced formulas, PivotTables, data manipulation, and reporting techniques.
• Experience with Excel VBA, macros, Alteryx, Microsoft Power Automate, or comparable automation and data workflow tools.
• Understanding of finance processes, financial data management, reconciliations, reporting procedures, or internal controls.
• Strong analytical and problem-solving abilities, with the capacity to translate business requirements into workable solutions.
• Experience in testing, troubleshooting, documenting, and maintaining automated workflows.
• Effective communication and stakeholder management skills, including the ability to explain technical concepts to nontechnical users.