Entry-Level Financial Operations & Automation Associate

Rose Financial Solutions LLC; North Bethesda (MD); On-site; USD 42,000 - 55,000; 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 is seeking a Financial Operations Associate to support our Finance and Operations teams in streamlining financial workflows. This entry-level role involves data maintenance, reporting, and documenting processes as we automate repetitive tasks.

You will learn ERP and billing systems, assist with simple automated workflows, and help test automations under mentor guidance. This role is ideal for early-career professionals eager to grow into finance tech.

Qualifications

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
• Fundamental understanding of financial processes such as invoicing, expenses, or accounting principles.
• Proficient with spreadsheets and basic formulas (Excel/Google Sheets).
• Interest in automation/workflow tools (Zapier, Power Automate, Replit, Airtable).
• Strong organization and attention to detail.
• Willingness to learn systems quickly and adapt to changing processes.
• Experience with scripting or querying (basic Excel, SQL, Python) preferred.
• Familiarity with flowcharting tools (Lucidchart/Visio/Miro) preferred.

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 and 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

Strong organizational skills

Willingness to learn

Basic scripting or querying

Spreadsheets proficiency

Education

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

Tools

Zapier

Power Automate

Replit

Airtable

Job description

Rose Financial Solutions is seeking a Financial Operations Associate to support our Finance and Operations teams in streamlining financial workflows. This entry-level role involves data maintenance, reporting, and documenting processes as we automate repetitive tasks.

You will learn ERP and billing systems, assist with simple automated workflows, and help test automations under mentor guidance. This role is ideal for early-career professionals eager to grow into finance tech.