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Automation In Finance Jobs in California (NOW HIRING)

Ironclad

Finance Systems & AI Engineer

San Francisco, CA · On-site

$130K - $163K/yr

Identify high-ROI automation opportunities across the FP&A and close cycle like variance analysis, anomaly detection, reconciliation; build agents and pipelines to eliminate them * Design human-in ...

Wing

Finance Manager

Palo Alto, CA · Hybrid

... in Finance, with experience as a Finance Business Partner. * Ability to leverage AI and automation ... tools with a relentless mindset for efficiency and continuous improvement. * Proficiency in ...

NAVA Software Solutions

RPA Project Manager

Oakland, CA · On-site

Highly prefers seeing candidates who are doing work in RPA in either Logistics or Financial Services industries Technical Skills: * Must have specifically worked with the UI Technology, "UI Path." No ...

Booz Allen Hamilton

Automation Engineer

San Diego, CA · On-site

$86K - $198K/yr

Bachelor's degree in a Science, Technology, Engineering, or Mathematics (STEM) field Nice If You ... Our offerings include health, life, disability, financial, and retirement benefits, as well as paid ...

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Automation In Finance information

What finance jobs will survive AI?

Finance jobs that require complex judgment, strategic decision-making, and interpersonal skills, such as financial advisors, risk managers, and compliance officers, are less likely to be fully automated by AI. Roles involving data analysis that require interpretation, client interaction, and ethical considerations are expected to persist, especially when combined with skills in financial software and certifications like CFA or CPA.

Are finance jobs being automated?

Finance jobs, including roles in automation in finance, are increasingly affected by automation technologies such as robotic process automation (RPA), artificial intelligence, and data analytics. These tools streamline tasks like data entry, reconciliation, and reporting, leading to shifts in job responsibilities but also creating demand for skills in technology and data analysis. While some routine tasks are automated, many finance roles still require human judgment and strategic decision-making.

What are the key skills and qualifications needed to thrive in Automation in Finance, and why are they important?

To thrive in Automation in Finance, you need a solid grounding in finance principles, data analysis, and programming skills, often supported by degrees in finance, accounting, or computer science. Familiarity with automation tools like RPA (Robotic Process Automation), Python, Excel macros, and ERP systems is typically required, along with certifications such as UiPath or Blue Prism. Strong problem-solving abilities, attention to detail, and effective communication are key soft skills that help professionals adapt and collaborate across departments. These skills and qualities are crucial for streamlining processes, reducing errors, and driving efficiency in financial operations.

What are the top 10 jobs in finance?

Top jobs in finance include financial analyst, investment banker, financial manager, accountant, risk manager, compliance officer, financial advisor, auditor, portfolio manager, and credit analyst. These roles often require strong analytical skills, proficiency with financial software, and relevant certifications such as CFA or CPA. They are found across banking, investment firms, corporate finance, and accounting firms.

How is automation used in finance?

Automation in finance involves using software and algorithms to perform tasks such as data analysis, transaction processing, and reporting, reducing manual effort and increasing efficiency. Financial professionals, including those in automation roles, often utilize tools like robotic process automation (RPA) and machine learning to streamline workflows and improve accuracy.

What is automation in finance?

Automation in finance refers to the use of technology, such as software, artificial intelligence, and robotics, to perform financial processes and tasks with minimal human intervention. Common applications include automating data entry, invoice processing, reconciliations, financial reporting, and even some decision-making functions. This helps organizations improve efficiency, reduce errors, lower operational costs, and enable finance professionals to focus on more strategic activities. Automation is increasingly being adopted in both large corporations and small businesses to streamline their financial operations.

How does an Automation in Finance specialist typically collaborate with other departments to implement new financial technologies?

An Automation in Finance specialist works closely with teams such as IT, accounting, and operations to identify manual processes that can be automated. Collaboration often involves gathering requirements, mapping current workflows, and testing new solutions to ensure seamless integration across platforms. Regular meetings and cross-functional project teams are common, enabling specialists to address concerns, provide training, and ensure compliance. This collaborative approach helps drive successful adoption of automation tools and optimizes financial processes organization-wide.
What are popular job titles related to Automation In Finance jobs in California? For Automation In Finance jobs in California, the most frequently searched job titles are:
What job categories do people searching Automation In Finance jobs in California look for? The top searched job categories for Automation In Finance jobs in California are:
What cities in California are hiring for Automation In Finance jobs? Cities in California with the most Automation In Finance job openings:
Automation In Finance jobs near you
Infographic showing various Automation In Finance job openings in California as of June 2026, with employment types broken down into 100% Full Time. Highlights an 80% In-person, 10% Hybrid, and 10% Remote job distribution.
Finance Systems & AI Engineer

Finance Systems & AI Engineer

Ironclad

San Francisco, CA • On-site

$130K - $163K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 5 days ago

Job description

Ironclad is the leading AI contracting platform that transforms agreements into assets. Contracts move faster, insights surface instantly, and agents push work forward, all with you in control. Whether you're buying or selling, Ironclad unifies the entire process on one intelligent platform, providing leaders with the visibility they need to stay one step ahead. That's why the world's most transformative organizations, from Rivian to the World Health Organization and the Associated Press, trust Ironclad to accelerate their business.
We're consistently recognized as a leader in the industry: a Leader in the Forrester Wave and Gartner Magic Quadrant for Contract Lifecycle Management, a Fortune Great Place to Work, and one of Fast Company's Most Innovative Workplaces. Ironclad has also been named to Forbes' AI 50 and Business Insider's list of Companies to Bet Your Career On. We're backed by leading investors including Accel, Y Combinator, Sequoia, BOND, and Franklin Templeton. For more information, visit www.ironcladapp.com or follow us on LinkedIn.
About the role:
Ironclad is hiring a Senior Finance Systems & AI Engineer to own the data infrastructure, system integrations, and AI automation that power our Finance teams.This role sits within the Finance organization and reports directly to the VP of FP&A with a dotted line to the Controller.
What you'll be doing:
Finance Systems Architecture & Integration
  • Design and maintain reliable, low-manual-touch integrations across the Finance stack using iPaaS platforms or equivalent
  • Partner with Data Engineering on BigQuery pipelines that serve as the analytics layer for Finance
  • Own the Finance systems roadmap end-to-end, from strategic design to implementation
  • Define and enforce data governance standards: field definitions, hierarchy taxonomy, department and cost-center mapping, and change-control SLAs
EPM Platform Ownership
  • Own FP&A planning platform end-to-end: model architecture, formula logic, dimension hierarchies, integration design, long-range planning (LRP), rolling forecasts, full-year budgeting, and headcount planning
  • Configure EPM so each FP&A analyst owns their planning area independently with minimal admin bottleneck
Financial Close Automation
  • Partner with the Controller to identify and automate the highest-cost manual steps in the monthly close: reconciliations, journal entry support, accrual calculations, and intercompany matching
  • Build automated pipelines that produce a reliable, fully-loaded P&L forecast each month
AI Automation & Agentic Workflows
  • Identify high-ROI automation opportunities across the FP&A and close cycle like variance analysis, anomaly detection, reconciliation; build agents and pipelines to eliminate them
  • Design human-in-the-loop controls and auditability frameworks so automated outputs are trustworthy and SOX-compliant
  • Build using the right tools for the job: Python for prototyping and scripting automation logic, BigQuery + dbt for data transformation

What we're looking for:
  • 5+ years in Finance and 3+ Years in Finance Systems, Business Applications, or FP&A Engineering at a high-growth technology company, with demonstrated ownership of outcomes rather than tickets
  • AI-first mindset and hands-on experience: you've built or deployed AI/LLM-powered automation in a Finance or operations context
  • Proficiency in Python (or equivalent) for scripting, prototyping automation logic, and quality-checking AI-generated outputs
  • Deep hands-on experience with at least one modern EPM platform including data model design, formula logic, and integration configuration
  • Working knowledge of NetSuite (or equivalent ERP) including chart of accounts, dimensions, reporting structures, and API/integration patterns

Base Salary Range: $130,000.00 - $163,000.00
The base salary range represents the minimum and maximum of the salary range for this position based at our San Francisco headquarters. The actual base salary offered for this position will depend on numerous factors, including individual proficiency, anticipated performance, and the location of the selected candidate. Our base salary is just one component of Ironclad's competitive total rewards package, which also includes equity awards (a new hire grant, along with opportunities for additional awards throughout your tenure), competitive health and wellness benefits, and a commitment to career growth and development.
US Full-Time Employee Benefits at Ironclad:
  • 100% health coverage for employees (medical, dental, and vision), and 75% coverage for dependents with buy-up plan options available
  • Market-leading leave policies, including gender-neutral parental leave and compassionate leave
  • Family forming support through Maven for you and your partner
  • Paid time off - take the time you need, when you need it
  • Monthly stipends for wellbeing, hybrid work, and (if applicable) cell phone use
  • Mental health support through Modern Health, including therapy, coaching, and digital tools
  • Pre-tax commuter benefits (US Employees)
  • 401(k) plan with Fidelity with employer match (US Employees)
  • Regular team events to connect, recharge, and have fun
  • And most importantly: the opportunity to help build the company you want to work at

**UK Employee-specific benefits are included on our UK job postings
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

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