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Rose Financial Solutions · 6 days ago

Financial Operations Automation Expert

North Bethesda, MD

Full-time

Hybrid

Entry, Mid Level

$75K/yr - $110K/yr

1+ years exp

Rose Financial Solutions is a Finance as a Service leader, dedicated to supporting companies' back offices through innovative automation solutions. The Financial Operations Automation Expert will analyze workflows, implement automation tools, and ensure data integrity to enhance financial processes across the organization.

Accounting

Growth Opportunities

Responsibilities

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

Qualification

Financial operationsAutomation toolsData integrityExcel skillsWorkflow mappingAnalytical skillsAPIs understandingScripting languagesBI toolsProblem-solvingAttention to detail

Required

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

Benefits

Health insurance subsidies up to 80%

Work + Life Fit options

401(k) with company match

Educational reimbursements

Medical

Dental

Life

PTO days

Paid Holidays

A 401(k) Retirement Plan

Hybrid Work Options

Company

Rose Financial Solutions

Leaders in the Finance as a Service (FaaS) industry providing next level managed finance, accounting and tax services for small to mid-sized businesses.

Founded in 1994

North Bethesda, MD, US

51-200 employees