Finance Specialist (Automation)

PM Consulting; Taguig; Hybrid; PHP 600,000 - 900,000; Full time

Job summary

PM Consulting in Taguig is seeking a Finance Specialist to support automation and process improvement across Finance. You will identify opportunities, design and implement automation solutions, and ensure accuracy, controls, and compliance in automated processes.

You'll collaborate with Finance, IT, and other stakeholders, provide guidance to junior team members, and lead or coordinate automation projects using Excel VBA, Alteryx, Power Automate, and related tools in a hybrid work setup.

Qualifications

• Bachelor’s degree in a related field.
• Experience in Finance, accounting, automation, or related function.
• Experience with Excel VBA, Alteryx, Power Automate, or RPA.
• Strong understanding of Finance processes and data.
• Ability to identify process improvement opportunities.
• Strong analytical, problem-solving, and stakeholder management skills.
• Good communication and presentation skills.
• Experience leading or coordinating projects or junior team members is an advantage.

Responsibilities

• Identify Finance processes that can be improved or automated and help prioritize automation initiatives.
• Work with Finance and IT stakeholders to assess opportunities, secure support, and align expectations.
• Conceptualize, design, build, test, and implement finance automation solutions.
• Use tools such as Excel VBA, Alteryx, and other automation platforms such as Power Automate.
• Ensure the accuracy, integrity, security, and reliability of Finance data used in automated processes.
• Ensure automated Finance processes comply with regulatory requirements and company policies.
• Maintain appropriate controls and documentation for implemented automation solutions.
• Provide training to Finance users on automation tools and processes.
• Provide ongoing support and troubleshoot issues related to automated solutions.
• Collaborate with Finance, IT teams, Finance enablement teams, and external service providers on automation initiatives.
• Support projects involving system enhancements, robotic process automation (RPA), and other technology solutions.
• Serve as the point person for Finance Automation initiatives.
• Guide junior team members and coordinate stakeholder communication regarding project expectations, progress, and results.

Skills

Analytical skills

Problem-solving

Stakeholder management

Communication skills

Presentation skills

Leadership experience

Education

Bachelor’s degree in Accounting, Finance, Business, IT, Engineering

Tools

Excel VBA

Alteryx

Power Automate

RPA

Job description

Location: BGC, Taguig

Work Setup: Hybrid | 3x Onsite

Employment Type: Full-Time

Role Overview:

The Finance Specialist supports Finance automation and process improvement initiatives by identifying opportunities, developing and implementing automation solutions, and ensuring that automated Finance processes are accurate, controlled, and compliant. The role works closely with Finance, IT, and other stakeholders and also provides guidance and support to junior team members.

Responsibilities:

Finance Automation & Process Improvement

• Identify Finance processes that can be improved or automated and help prioritize automation initiatives.
• Work with Finance and IT stakeholders to assess opportunities, secure support, and align expectations.
• Conceptualize, design, build, test, and implement finance automation solutions.
• Use tools such as Excel VBA, Alteryx, and other automation platforms such as Power Automate.

Data, Controls & Compliance

• Ensure the accuracy, integrity, security, and reliability of Finance data used in automated processes.
• Ensure automated Finance processes comply with regulatory requirements and company policies.
• Maintain appropriate controls and documentation for implemented automation solutions.

Training & User Support

• Provide training to Finance users on automation tools and processes.
• Provide ongoing support and troubleshoot issues related to automated solutions.

Integration & Stakeholder Coordination

• Collaborate with Finance, IT teams, Finance enablement teams, and external service providers on automation initiatives.
• Support projects involving system enhancements, robotic process automation (RPA), and other technology solutions.

Team Leadership

• Serve as the point person for Finance Automation initiatives.
• Guide junior team members and coordinate stakeholder communication regarding project expectations, progress, and results.

Qualifications:

• Bachelor’s degree in Accounting, Finance, Business, IT, Engineering, or a related field.
• Experience in Finance, accounting, process improvement, automation, or a related function.
• Experience with Excel VBA, Alteryx, Power Automate, RPA, or similar automation tools is preferred.
• Strong understanding of Finance processes and data.
• Ability to identify process improvement and automation opportunities.
• Strong analytical, problem-solving, and stakeholder management skills.
• Good communication and presentation skills.
• Experience leading or coordinating projects or junior team members is an advantage.