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.



