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Finance Process Automation Specialist

PM Consulting1,541 open roles

Where
Taguig, Metro Manila, Philippines
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Your applicationOpen nowFinance Process Automation SpecialistPM Consulting · Taguig, Metro Manila, Philippines
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The clock on this job

Early applications get read.

13.4% of postings close within 7 days. Measured by our own scanner across the market. PM Consulting postings stay open a median of 6 days.

Share of postings closed within
  1. 2.2%1 day
  2. 4.6%3 days
  3. 13.4%7 days
  4. 21.6%14 days
  5. 36.2%30 days
  6. 59.0%60 days
This job: first seen 8 hours ago

PM Consulting median: 6 days open

The posting

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.
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