Automation Specialist

SNI Financial; Fort Worth, Arlington, Dallas (TX, TX, TX); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Unlimited PTO

Breakfast on Fridays

Frequent lunch provided

Vision insurance

Medical insurance

401(k)

Job summary

A leading financial services firm in Fort Worth, Texas, is seeking an Automation / Finance Systems Analyst. This role involves partnering with accounting and finance teams to identify automation opportunities and enhance financial accuracy. You will lead stakeholder meetings, design automation solutions using Microsoft Power Platform, and document processes. The ideal candidate should have strong Excel skills and familiarity with Power BI and Power Automate. This full-time position offers a supportive work environment with opportunities for growth and unlimited PTO.

Qualifications

• Hands-on experience in Power Query, Power BI, and Power Automate.
• Comfortable leading meetings and managing stakeholders.
• Analytical, detail-oriented, and adaptable to new automation skills.

Responsibilities

• Lead walkthroughs with Accounting stakeholders to identify automation opportunities.
• Design, build, and maintain automation solutions using Microsoft tools.
• Document processes and support user acceptance testing.

Skills

Strong Excel skills

Power Query

Power BI

Power Automate

SQL

VBA

Python

Job description

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This range is provided by SNI Financial. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$90,000.00/yr - $110,000.00/yr

SNI Financial is partnering with a recent IPO company that is the leader in their industry. We’re looking for an analyst (Automation / Finance Systems Analyst) who can partner with accounting and finance teams to identify automation opportunities and improve financial accuracy using Microsoft’s Power Platform.

Job Duties

• Lead walkthroughs with Accounting stakeholders (GL, AP, AR, Fixed Assets, Tax, Reporting) to identify automation and process improvement opportunities
• Design, build, and maintain automation solutions using Power Query, Power BI, and Power Automate
• Document processes, lead stakeholder meetings, and support UAT and training efforts
• Maintain and enhance existing automation tools to ensure long‑term effectiveness

Qualifications

• Strong Excel skills with hands‑on experience in Power Query, Power BI, and Power Automate
• Comfortable leading meetings, managing stakeholders, and documenting processes
• Analytical, detail‑oriented, and adaptable to learning new automation skillsets
• Background in accounting or finance is a plus (not required); Workday, SQL, VBA, or Python experience is a plus
• High‑visibility role partnering directly with Accounting and Finance leadership
• Great mentor and team (laid‑back environment)
• Strong growth track (promotions done internally)
• 2 days in office; young and fun environment
• Unlimited PTO, breakfast on Fridays and lunch brought in frequent

If you want this tailored to a specific company, comp range, or location, I can tighten it even more.

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Accounting/Auditing and Information Technology

Industries

• Design Services

Benefits

• Vision insurance
• Medical insurance
• 401(k)