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Automation In Finance Jobs in Washington (NOW HIRING)

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Automation In Finance information

Which finance jobs will be automated?

Finance jobs such as data entry, routine bookkeeping, and basic reporting are increasingly automated through software like robotic process automation (RPA) and AI tools. Roles involving manual data processing, transaction reconciliation, and simple compliance tasks are most susceptible to automation, while jobs requiring complex analysis, judgment, and interpersonal skills are less likely to be fully automated.

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.

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.

Are finance jobs at risk of automation?

Finance jobs involving routine tasks, such as data entry and basic analysis, are increasingly at risk of automation through software and AI tools. However, roles requiring complex judgment, strategic decision-making, and interpersonal skills remain less susceptible, and professionals often need to develop skills in data analysis, programming, or financial modeling to stay competitive.

What jobs make $1,000,000 a year?

In finance, high-level roles such as hedge fund managers, private equity partners, and senior investment bankers can earn $1,000,000 or more annually through salaries, bonuses, and profit sharing. These positions typically require extensive experience, advanced degrees, strong analytical skills, and a track record of performance in competitive environments.

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.
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What job categories do people searching Automation In Finance jobs in Washington look for? The top searched job categories for Automation In Finance jobs in Washington are:
What cities in Washington are hiring for Automation In Finance jobs? Cities in Washington with the most Automation In Finance job openings:
Senior Finance Transformation and Automation Lead

Senior Finance Transformation and Automation Lead

Rose Financial Solutions LLC

North Bethesda, MD • On-site

$75K - $110K/yr

Full-time

Medical, Life, Retirement

Posted 13 days ago


Job description

Senior Finance Transformation & Automation Lead
*This is a General Interest Opening*
About ROSE
ROSE is a Finance as a Service (FaaS) leader supporting organizations by harmonizing People, Process, Technology, Organization, and Data to deliver financial clarity and eliminate complexity. Through Easby®, our system of engagement built on enterprise-grade, hyper-automation technology, we manage finance, accounting, and tax activities, transform data into decision-ready insights, and empower leadership teams to perform at their highest level.
Our Mission: ROSE is dedicated to automating 85% of finance and accounting activities by 2030 while providing meaningful work and growth opportunities for its employees.
Our Vision: To be the leading provider of finance and accounting automation, setting the standard for efficiency and innovation while fostering a culture of professional development and opportunity.
The Opportunity
We are seeking a Senior Finance Transformation & Automation Lead to help our clients fundamentally rethink how finance works. This role is ideal for a self-directed finance transformation professional who thrives in ambiguity, excels at diagnosing complex financial and operational challenges, and has a passion for automation, integration, and scalable process design.
You will work directly with CEOs, COOs, CFOs, and Executive Directors to assess current-state finance and accounting operations, identify gaps, and design and implement future-state solutions that improve speed, accuracy, insight, and control. You will operate as both a trusted advisor and a hands-on problem solver-owning needs analysis while collaborating with a high-caliber team to deliver measurable outcomes.
What You'll Do
Lead Finance Transformation Initiatives
  • Conduct independent, end-to-end needs assessments across finance and accounting functions (A/P, A/R, GL, close, reporting, budgeting, and forecasting).
  • Facilitate executive-level discovery sessions to understand business strategy, pain points, constraints, and success metrics.
  • Translate business needs into clearly defined current-state and future-state process designs.

Process, Data & Automation Design
  • Develop detailed GAP analyses that identify inefficiencies, control risks, data issues, and automation opportunities.
  • Design scalable, future-state finance processes that leverage automation, system integration, and best practices.
  • Partner with technical and functional teams to integrate and automate data across ERP, sub-ledgers, payroll, CRM, POS, and reporting platforms.

Execution & Change Management
  • Create actionable implementation roadmaps with clear priorities, dependencies, timelines, and success measures.
  • Manage stakeholder expectations and guide organizations through change management, adoption, and behavioral shifts.
  • Support configuration, testing, validation, and deployment of new processes and automated workflows.

Client & Executive Partnership
  • Serve as a trusted advisor to C-suite and executive leadership, clearly communicating insights, recommendations, and trade-offs.
  • Present findings, business cases, and implementation plans in a concise, executive-ready manner.
  • Collaborate closely with ROSE accounting, finance, operations, and technology professionals to deliver cohesive solutions.

What You Bring
  • 7+ years of experience in finance transformation, financial operations, consulting, or automation-enabled process improvement.
  • Deep understanding of core finance and accounting processes and how they scale in growing organizations.
  • Proven experience conducting needs analysis, GAP assessments, and designing future-state operating models.
  • Hands-on experience with finance systems and automation/integration tools (i.e. BI tools, N8N, Zapier, and similar platforms).
  • Strong data and systems mindset with the ability to connect process design to data integrity and reporting outcomes.
  • Exceptional communication skills with demonstrated comfort advising CEOs, CFOs, COOs, and Boards.
  • Self-starter mentality with the ability to operate independently while collaborating effectively with cross-functional teams.
  • Experience managing change, influencing stakeholders, and driving adoption of new ways of working.

Why ROSE
  • Competitive Compensation: Competitive base compensation with performance-based incentives for professionals who create impact and drive results.
  • Meaningful Work: Solve complex, high-value finance challenges that directly impact leadership decision-making.
  • Growth & Autonomy: Significant opportunity for professional growth, leadership, and ownership in a fast-scaling organization.
  • World-Class Team: Work alongside experienced finance, accounting, and technology professionals who value excellence and collaboration.
  • Comprehensive Benefits: Health insurance subsidies up to 80%, Work + Life Fit flexibility, 401(k) with company match, and education reimbursement.

If you are energized by complex problem-solving, passionate about finance automation, and excited to help organizations transform finance from a bottleneck into a strategic advantage, we'd love to meet you.
See more on our state-of-the-art technology platform here: https://www.easby.ai/
ROSE is an Equal Opportunity Employer. ROSE will not tolerate discrimination against any employee or applicants on any legally-recognized basis including, but not limited to: age; ancestry; childbirth or related medical condition; citizenship; color; creed; familial status; genetic information; height; weight; marital status; national origin; physical or mental disability or handicap; pregnancy; race; religion; sex; sexual orientation; uniform service member status or veteran status.
Third-party resume submissions are not accepted. Any resume submitted will be considered the property of ROSE, and ROSE will not be held liable to pay a placement fee.