Finance Process Automation Specialist

Location: BGC, Taguig

Work Set-up: Hybrid | Dayshift | Monday - Friday

Job Description:

The Finance Process Automation Specialist is responsible for improving finance operations through the development and implementation of technology-driven solutions. This role focuses on streamlining repetitive activities, enhancing data accuracy, strengthening process controls, and improving the efficiency of financial reporting and operational workflows.

Key Responsibilities:

Finance Process Assessment and Improvement

• Review existing finance workflows to identify manual, repetitive, time-consuming, and error-prone activities that could benefit from automation.
• Engage with Finance stakeholders to understand business requirements, operational challenges, process dependencies, and desired outcomes.
• Analyze current processes and recommend improvements that enhance productivity, accuracy, consistency, and turnaround time.

User Training and Operational Support

• Develop user guides, process documentation, and training materials for implemented automation solutions.
• Conduct training sessions and demonstrations to help Finance employees understand and use automated tools effectively.
• Provide ongoing support for user inquiries, technical issues, process exceptions, and system-related concerns.

Automation Design, Development, and Implementation

• Design, develop, test, deploy, and maintain automation solutions that support finance operations and reporting activities.
• Build and enhance Excel-based automation using VBA, macros, formulas, and other relevant Excel functionalities.
• Develop data preparation and workflow automation solutions using Alteryx and other approved automation platforms.

Finance Data Management and Quality Assurance

• Ensure the accuracy, completeness, consistency, and reliability of financial data processed through automated solutions.
• Implement validation procedures, reconciliation checks, and exception-reporting mechanisms to identify data discrepancies.
• Investigate data quality issues and coordinate with relevant stakeholders to resolve problems at their source.

Internal Controls, Risk Management, and Compliance

• Incorporate appropriate internal controls into automation solutions to reduce operational risks and prevent unauthorized activities.
• Ensure automated processes follow established finance policies, approval requirements, and applicable compliance standards.
• Maintain audit trails, process documentation, and supporting evidence required for internal reviews and audits.

Qualifications:

• Bachelor's degree in Accounting, Finance, Management Accounting, Information Systems, Computer Science, Business Analytics, or a related discipline.
• Relevant experience in finance operations, financial reporting, process improvement, data analytics, automation development, or a similar role.
• Practical knowledge of Microsoft Excel, including advanced formulas, PivotTables, data manipulation, and reporting techniques.
• Experience with Excel VBA, macros, Alteryx, Microsoft Power Automate, or comparable automation and data workflow tools.
• Understanding of finance processes, financial data management, reconciliations, reporting procedures, or internal controls.
• Strong analytical and problem-solving abilities, with the capacity to translate business requirements into workable solutions.
• Experience in testing, troubleshooting, documenting, and maintaining automated workflows.
• Effective communication and stakeholder management skills, including the ability to explain technical concepts to nontechnical users.