Financial Operations Automation Expert

Financial Operations Automation Expert

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 Automation Expert who is interested in improving, streamlining, and automating financial processes across the organization. This role supports the Finance and Operations teams by analyzing existing workflows, identifying inefficiencies, implementing automation tools, and ensuring data accuracy and integrity. The ideal candidate combines strong analytical and technical skills with a deep understanding of financial operations to drive continuous process improvement.

If you love automation and are looking for that next big thing, apply here!

• Evaluate current financial workflows (A/P, A/R, expense management, month‑end close, reporting, etc.) to identify automation opportunities.
• Build, test, and maintain automated workflows using tools such as Zapier, Make (Integromat), Power Automate, Salesforce, Netsuite, Sage Intacct, or comparable platforms.
• Develop documentation, SOPs, and process maps for new and existing automated processes.
• Coordinate with Finance and Operations leadership to prioritize automation initiatives based on impact, risk, and feasibility.
• Assist in configuring and maintaining finance‑related systems and integrations (ERP, CRM, billing platforms, financial reporting tools).
• Monitor system performance and troubleshoot integration or data flow issues.
• Partner with IT and vendors to deploy new features or enhancements.
• Build dashboards and automated reporting tools to support Finance, Operations, and leadership teams.
• Ensure data integrity and consistency across all financial systems through routine audits and reconciliations.
• Analyze automation performance metrics and provide recommendations for ongoing improvement.
• Work with Accounting, Finance, Operations, HR, and IT teams to understand business requirements and design automation solutions.
• Train end‑users on new processes and tools; provide ongoing support and troubleshooting.
• Participate in cross‑departmental initiatives involving workflow improvements or technology implementation.
• Ensure automation workflows follow internal controls, compliance requirements, and data governance standards.
• Assist with audit requests by providing documentation and process transparency.
• Other ad‑hoc tasks as assigned.

• Bachelor's degree in Finance, Accounting, Business Analytics, or a related field.
• 1-3+ years of experience in financial operations, accounting, business systems, or process automation.
• Hands‑on experience with automation or workflow tools (e.g., Zapier, Power Automate, Make, Alteryx, UiPath, SQL scripts, etc.).
• Strong analytical and problem‑solving abilities with a high level of attention to detail.
• Intermediate to advanced Excel or Google Sheets skills.
• Familiarity with financial processes such as billing, A/P, A/R, general ledger, reconciliations, and month‑end close. Basic understanding of APIs, scripting languages (Python, JavaScript), or BI tools (Power BI, Tableau, Looker).
• Experience mapping workflows using tools like Lucidchart, Visio, or Miro.

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…