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Automation In Finance Jobs in California (NOW HIRING)

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Finance Manager

Rancho Cucamonga, CA · On-site

$120K - $140K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... role in optimizing financial performance and supporting growth of the organization. Key ... Leverage technology and automation to streamline financial workflows. * Other duties as assigned ...

Demonstrated track record of driving AI / automation projects end-to-end in a finance or business systems context * Direct experience preparing for or operating in a public-company environment

Bachelor's degree in finance, accounting, business, economics, analytics, or a related field ... Experience implementing or scaling intelligent automation, BI, advanced analytics, or AI‑enabled ...

We specialize in owning, operating, and developing high-quality real estate focused on healthcare ... automation, enhanced data integration, and advanced analytical tools. The ideal candidate is a ...

Finance Manager

Irvine, CA · On-site

$110K - $130K/yr

We specialize in owning, operating, and developing high-quality real estate focused on healthcare ... automation, enhanced data integration, and advanced analytical tools. The ideal candidate is a ...

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Automation In Finance information

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.

What are the key skills and qualifications needed to thrive in automation in finance?

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.

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.

Are automation in finance jobs being automated?

Automation in finance jobs, including roles like financial analysts and accountants, is increasingly common as technologies such as robotic process automation (RPA) and artificial intelligence (AI) handle repetitive tasks. While automation streamlines processes, many finance roles still require human judgment, strategic thinking, and oversight, making complete automation unlikely in the near term.

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:

Infographic showing various Automation In Finance job openings in California as of August 2026, with employment types broken down into 100% Full Time. Highlights an 50% In-person, and 50% Hybrid job distribution.

$120K - $140K/yr

Full-time

Posted 17 days ago


Job description

The Finance Manager is responsible for overseeing financial planning, budgeting, forecasting, and analysis to support the company's strategic decision-making. This role ensures financial accuracy, monitors key financial metrics, and drives efficiency and improvements across financial processes. Reporting to the Director of Financial Planning & Analysis, the Finance Manager plays a critical role in optimizing financial performance and supporting growth of the organization.
Key Responsibilities:
  • Financial Planning & Analysis:
    • Develop and maintain financial models to project business performance.
    • Analyze financial trends, variances, and key performance indicators (KPIs).
    • Provide financial insights and recommendations to senior management.
    • Prepare periodic financial reports, dashboards, and presentations for leadership.
    • Other duties as assigned
  • Budgeting & Forecasting:
    • Lead the coordination and preparation of company-wide budgets.
    • Monitor and analyze variances against budgets and forecasts.
    • Other duties as assigned
  • Accounting & Financial Reporting:
  • Partner closely with Accounting to support month-end and year-end close processes.
  • Review and analyze financial statements to ensure accuracy, completeness, and compliance with GAAP.
  • Assist with balance sheet reconciliations, journal entries, and variance analysis.
  • Support audit requests and provide financial documentation as needed.
  • Ensure consistency between operational reporting, budgets, forecasts, and statutory financial results.
  • Process Improvement & Risk Management:
    • Identify and implement process efficiencies to enhance financial operations.
    • Strengthen internal controls to mitigate risks and improve financial accuracy.
    • Leverage technology and automation to streamline financial workflows.
    • Other duties as assigned
  • Collaboration & Leadership:
    • Partner with department heads to align financial strategies with business objectives.
    • Provide guidance and support for cost management and operational efficiencies.
    • Mentor and develop junior finance team members.
    • Other duties as assigned

Qualifications & Requirements:
  • Education: Bachelor's degree in Finance, Accounting, Economics, or a related field
  • Experience: 7-10 years of experience in financial planning & analysis, budgeting, or a similar role, including blended Finance and Accounting roles
  • Skills:
    • Strong financial modeling and analytical skills.
    • Strong foundation in accounting principles, including GAAP, financial statements, and general ledger activity.
    • Proficiency in financial software (e.g., Excel, ERP systems, SAP, Oracle, or other BI tools).
    • Excellent written and verbal communication and presentation abilities.
    • Ability to communicate complex financial information clearly to non-financial stakeholders.
    • Proven ability to manage multiple priorities and meet deadlines in a fast-paced environment.

Preferred Qualifications:
  • Strong accounting or treasury management background, including exposure to financial reporting and month-end close.
  • Experience with automation tools and advanced analytics platforms, such as PowerBI.
  • Experience with Yardi software or similar property management/accounting software.

PHYSICAL REQUIREMENTS/WORK ENVIRONMENT
  • Operate computer and office equipment.
  • Work is primarily sedentary in nature.

FLSA
  • Exempt