Financial 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

Financial Operations Associate

*This is a general interest opening for a potential future hiring opportunity.*

ROSE is a Finance as a Service (FaaS) leader, supporting a company's back office by harmonizing People, Process, Technology, Organization, and Data to empower our clients to become accomplished leaders. We achieve this by providing financial clarity and eliminating complexity through Easby®, a system of engagement built on enterprise-grade, hyper-automation technology that manages finance, accounting, and tax activities, converts data into information, and supports a team of experienced professionals to enhance a company's success by improving financial performance.

Rose Financial Solutions (ROSE®) is seeking a Financial Operations Associate who is looking for an entry-level role supporting the Finance and Operations teams in improving and streamlining financial workflows. This role assists with basic automation tasks, data maintenance, reporting, and process documentation. The ideal candidate is detail-oriented, eager to learn new systems, and interested in how financial processes can be optimized through technology.

This position is designed for early-career professionals with foundational financial or technical skills who want to grow into a financial systems, operations, or automation-focused career path. If you love automati on and are looking for that next big thing.

Your responsibilities vary based on your assigned department and clients, but are likely to include:

• 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 (e.g., success/failure notifications) 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 team s
• 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.

Qualifications:

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
• Basic understanding of financial processes (such as invoicing, expenses, or accounting principles).
• Comfort using spreadsheets and digital tools (Excel, Google Sheets, basic formulas).
• Interest in learning automation or workflow tools (e.g., Zapier, Power Automate, Replit, Airtable).
• Strong organizational skills and attention to detail.
• Willingness to learn systems quickly and adapt to changing processes.
• Experience with basic scripting or querying (Excel functions, SQL basics, Python fundamentals) Preferred.
• Familiarity with flowcharting or process-mapping tools (Lucidchart, Visio, Miro). Preferred.

What You'll Get with ROSE:

ROSE is passionate about serving our clients and is dedicated to being a great place to work. Our professional work environment involves working alongside the best and the brightest professionals, competitive compensation plan, with long-term growth opportunities. ROSE also offers a comprehensive benefits package including health insurance subsidies up to 80%, Work + Life Fit options, 401(k) with company match, and educational reimbursements.

See more on our state-of-the-art technology platform here: https://www.easby.ai/

ROSE is an Equal Opportunity Employer. ROSE will not tolerate discrimination against any employee or applicants on any legally-recognized basis including, but not limited to: age; ancestry; childbirth or related medical condition; citizenship; color; creed; familial status; genetic information; height; weight; marital status; national origin; physical or mental disability or handicap; pregnancy; race; religion; sex; sexual orientation; uniform service member status or veteran status.