Rose Financial Solutions · 1 week ago
Financial Operations Automation Associate
North Bethesda, MD
Full-time
Hybrid
New Grad, Entry Level
$45K/yr - $60K/yrRose Financial Solutions LLC is a leader in Finance as a Service (FaaS), dedicated to harmonizing various aspects of business operations to enhance financial performance. They are seeking a Financial Operations Automation Associate to support the Finance and Operations teams in automating financial workflows and improving process documentation.
Accounting
Responsibilities
Assist with routine financial process tasks such as data entry, reconciliations, quality checks, and updating schedules or trackers
Support the maintenance of financial workflows by ensuring data accuracy and flagging inconsistencies
Help document current workflows and maintain up-to-date process guides
Assist with building or updating simple automated workflows under the guidance of senior team members
Help test automations for accuracy and functionality
Monitor workflow performance (e.g., success/failure notifications) and escalate issues when needed
Learn and support basic functions within financial systems (ERP, billing systems, CRM integrations)
Help with user acceptance testing when system changes or upgrades occur
Maintain logs of system issues, improvements, and resolutions
Assist in preparing recurring reports by collecting data, verifying numbers, and formatting outputs
Update dashboards and templates as directed by the Finance Operations and Transformations and Product teams
Perform basic trend reviews and flag unusual variances for review
Respond to internal inquiries related to financial processes or documentation
Coordinate with team members across Finance, Operations, and IT to gather information or support small automation tasks
Participate in process improvement meetings and contribute observations from daily work
Other ad-hoc tasks as assigned
Qualification
Required
Bachelor's degree in Finance, Accounting, Business Administration, or a related field
Basic understanding of financial processes (such as invoicing, expenses, or accounting principles)
Comfort using spreadsheets and digital tools (Excel, Google Sheets, basic formulas)
Strong organizational skills and attention to detail
Willingness to learn systems quickly and adapt to changing processes
Preferred
Experience with basic scripting or querying (Excel functions, SQL basics, Python fundamentals)
Familiarity with flowcharting or process-mapping tools (Lucidchart, Visio, Miro)
Interest in learning automation or workflow tools (e.g., Zapier, Power Automate, Replit, Airtable)
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 1994North Bethesda, MD, US
51-200 employees
H1B Sponsorship
Rose Financial Solutions has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2020 (1)
Funding
Current Stage
Growth StageLeadership Team
Ted Rose
President and CEO
Sneha Pokharel, MBA, ACCA
Client CFO
Recent News
Company data provided by crunchbase