Automation-Focused Finance Operations Associate

Rose Financial Solutions LLC; North Bethesda (MD); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health insurance subsidies up to 80%

401(k) with company match

Educational reimbursements

Job summary

Rose Financial Solutions LLC is seeking a Financial Operations Associate for an entry-level role supporting Finance and Operations teams in improving and streamlining financial workflows. You will assist with data maintenance, basic automation tasks, reporting, and process documentation.

The ideal candidate is detail-oriented, eager to learn new systems, and interested in optimizing financial processes through technology.

Qualifications

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
• Familiarity with basic scripting or querying (SQL basics, Python fundamentals) preferred.
• Comfort using spreadsheets and digital tools (Excel, Google Sheets).
• Interest in learning automation or workflow tools (Zapier, Power Automate, Replit, Airtable).

Responsibilities

• Assist with routine financial process tasks such as data entry, reconciliations, quality checks, and updating schedules or trackers.
• Support the maintenance of financial workflows by ensuring data accuracy and flagging inconsistencies.
• Help document current workflows and maintain up-to-date process guides.
• Assist with building or updating simple automated workflows under the guidance of senior team members.
• Help test automations for accuracy and functionality.
• Monitor workflow performance and elevate issues when needed.
• Learn and support basic functions within financial systems (ERP, billing systems, CRM integrations).
• Help with user acceptance testing when system changes or upgrades occur.
• Maintain logs of system issues, improvements, and resolutions.
• Assist in preparing recurring reports by collecting data, verifying numbers, and formatting outputs.
• Update dashboards and templates as directed by the Finance Operations & Transformations and Product teams.
• Perform basic trend reviews and flag unusual variances for review.
• Respond to internal inquiries related to financial processes or documentation.
• Coordinate with team members across Finance, Operations, and IT to gather information or support small automation tasks.
• Participate in process improvement meetings and contribute observations from daily work.
• Other ad-hoc tasks as assigned.

Skills

Attention to detail

Organizational skills

Willingness to learn

Data entry

SQL basics

Python fundamentals

Adaptability

Education

Bachelor's degree in Finance, Accounting, Business Administration, or a related field

Tools

Excel

Google Sheets

Zapier

Power Automate

Replit

Airtable

Job description

Rose Financial Solutions LLC is seeking a Financial Operations Associate for an entry-level role supporting Finance and Operations teams in improving and streamlining financial workflows. You will assist with data maintenance, basic automation tasks, reporting, and process documentation.

The ideal candidate is detail-oriented, eager to learn new systems, and interested in optimizing financial processes through technology.