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Automation In Finance Jobs in Wisconsin (NOW HIRING)

Senior Financial Analyst II

Milwaukee, WI · Hybrid

$84K - $104K/yr

Develop and advocate for automation, simplification, and standardization in all areas of the role * Work on any special projects as assigned by the AMR leadership team or Lifecyle Services Finance ...

Senior Financial Analyst

Milwaukee, WI · Hybrid

$84K - $104K/yr

Rockwell Automation is a global technology leader focused on helping the world's manufacturers be ... in Finance, FP&A, or related roles. * Fluency in Excel * Experience with SAP, Oracle EPM, Power BI ...

Sr. Tax Technology & Automation Analyst

Milwaukee, WI · On-site

$114K - $114K/yr

Sr. Tax Technology & Automation Analyst Posting Start Date: 6/16/26 Job Location (Short): Milwaukee ... in data analytics, data management, tax technology, finance technology, or a similar analytical ...

Experience applying automation, advanced analytics, or artificial intelligence in finance workflows * Experience in consulting or professional services environments supporting finance organizations ...

Senior Director, Finance

Waukesha, WI · On-site

$172K - $258K/yr

... automation to improve efficiency, data integrity, and reporting capabilities * Provide executive ... Bachelor's degree in Finance, Accounting, Economics, or related field * 7-10 years of progressive ...

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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.
What are popular job titles related to Automation In Finance jobs in Wisconsin? For Automation In Finance jobs in Wisconsin, the most frequently searched job titles are:
Infographic showing various Automation In Finance job openings in Wisconsin as of June 2026, with employment types broken down into 4% As Needed, 67% Full Time, 21% Part Time, and 8% Contract. Highlights an 83% Physical, 6% Hybrid, and 11% Remote job distribution.
Manager - Finance Managed Services

Manager - Finance Managed Services

Deloitte

Milwaukee, WI • On-site

Other

Posted 23 days ago


Deloitte rating

8.0

Company rating: 8.0 out of 10

Based on 89 frontline employees who took The Breakroom Quiz

71st of 146 rated financial services


Job description


Are you ready to help finance organizations operate differently?

Deloitte's Enterprise Operations as a Service (EOaaS) practice helps organizations transform critical business operations through a combination of operational excellence, technology enablement, and managed services. We support clients across finance and supply chain, as well as SAP, Oracle, and emerging platforms, by applying automation, analytics, and Generative AI to improve performance, increase agility, and unlock long-term value. This is an opportunity to build your career while helping leading organizations navigate complex transformation and deliver measurable impact.

Recruiting for this role ends on 10/31/2026.

Work you'll do

As a Manager on the Enterprise Operations as a Service Finance Operate team, you will be responsible for:

  • Assessing client finance operating model needs, process challenges, service expectations, and technology environments
  • Supporting business development activities, including opportunity shaping, proposal development, staffing strategy, solution design, and pricing inputs
  • Designing Finance Operate solutions across one or more finance domains, including transition planning and steady-state service delivery models
  • Managing engagement delivery across quality, risk, timelines, financial performance, and resource coordination
  • Driving operational improvement through process optimization, automation, analytics, and artificial intelligence-enabled operations
  • Building relationships across client, account, and delivery teams while coaching junior professionals and contributing to practice growth

A successful candidate would possess these skills:

  • Ability to work independently and collaborate as part of a team
  • Effective written and verbal communication skills
  • Meticulous attention to detail and quality of work product
  • Ability to build and sustain professional relationships
  • Ability to lead projects or workstreams
  • Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
  • Strong interpersonal skills and professional demeanor
  • Ability to mentor and provide clear guidance to others

The team

Our Enterprise Operations as a Service Finance Operate team helps CFO organizations address complex operational challenges and modernize how finance services are delivered. We support services across Procure to Pay, Order to Cash, Record to Report, and Financial Planning & Analysis (FP&A), helping clients move beyond traditional full-time-equivalent-based business process outsourcing models toward more autonomous, technology-enabled operations.

By combining delivery experience, process knowledge, and Deloitte investments in automation, analytics, artificial intelligence, and other leading capabilities, we help clients accelerate time to value, reduce cost to serve, and improve stakeholder experience.

Qualifications

Required:

  • Bachelor's degree
  • 8+ years of experience in finance and accounting business process outsourcing, managed services, shared services, or operate delivery
  • 3+ years of experience as a delivery lead, service delivery lead, engagement lead, or workstream lead on finance managed services, business process outsourcing, or large-scale finance operations engagements
  • 2+ years of experience managing teams of 10+ professionals in a client service, shared services, business process outsourcing, or operations environment
  • Experience delivering managed services, business process outsourcing, or operate solutions in at least 2 of the following areas: Procure to Pay, Order to Cash, Record to Report, or Financial Planning and Analysis
  • Ability to travel 25%, on average, based on the work you do and the clients and industries/sectors you serve.
  • Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future

Preferred:

  • Master's degree in business administration, finance, accounting, or economics
  • Experience with SAP, Oracle, or Workday
  • Experience in finance transformation, shared services, managed services, or outsourced finance operations in a consulting or professional services environment
  • Experience transitioning work to offshore delivery centers and leading post-transition stabilization
  • Experience supporting sales pursuits, including proposal development, at least one RFP response, and at least one transition, transformation, or service mobilization effort
  • Experience managing KPIs, SLAs, and governance routines for managed services engagements
  • Experience using automation, workflow, analytics, or artificial intelligence tools in finance operations

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $134,500 to $265,100.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

#EOAASCORE

#EPCORE

Qualifications:

Are you ready to help finance organizations operate differently?

Deloitte's Enterprise Operations as a Service (EOaaS) practice helps organizations transform critical business operations through a combination of operational excellence, technology enablement, and managed services. We support clients across finance and supply chain, as well as SAP, Oracle, and emerging platforms, by applying automation, analytics, and Generative AI to improve performance, increase agility, and unlock long-term value. This is an opportunity to build your career while helping leading organizations navigate complex transformation and deliver measurable impact.

Recruiting for this role ends on 10/31/2026.

Work you'll do

As a Manager on the Enterprise Operations as a Service Finance Operate team, you will be responsible for:

  • Assessing client finance operating model needs, process challenges, service expectations, and technology environments
  • Supporting business development activities, including opportunity shaping, proposal development, staffing strategy, solution design, and pricing inputs
  • Designing Finance Operate solutions across one or more finance domains, including transition planning and steady-state service delivery models
  • Managing engagement delivery across quality, risk, timelines, financial performance, and resource coordination
  • Driving operational improvement through process optimization, automation, analytics, and artificial intelligence-enabled operations
  • Building relationships across client, account, and delivery teams while coaching junior professionals and contributing to practice growth

A successful candidate would possess these skills:

  • Ability to work independently and collaborate as part of a team
  • Effective written and verbal communication skills
  • Meticulous attention to detail and quality of work product
  • Ability to build and sustain professional relationships
  • Ability to lead projects or workstreams
  • Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
  • Strong interpersonal skills and professional demeanor
  • Ability to mentor and provide clear guidance to others

The team

Our Enterprise Operations as a Service Finance Operate team helps CFO organizations address complex operational challenges and modernize how finance services are delivered. We support services across Procure to Pay, Order to Cash, Record to Report, and Financial Planning & Analysis (FP&A), helping clients move beyond traditional full-time-equivalent-based business process outsourcing models toward more autonomous, technology-enabled operations.

By combining delivery experience, process knowledge, and Deloitte investments in automation, analytics, artificial intelligence, and other leading capabilities, we help clients accelerate time to value, reduce cost to serve, and improve stakeholder experience.

Qualifications

Required:

  • Bachelor's degree
  • 8+ years of experience in finance and accounting business process outsourcing, managed services, shared services, or operate delivery
  • 3+ years of experience as a delivery lead, service delivery lead, engagement lead, or workstream lead on finance managed services, business process outsourcing, or large-scale finance operations engagements
  • 2+ years of experience managing teams of 10+ professionals in a client service, shared services, business process outsourcing, or operations environment
  • Experience delivering managed services, business process outsourcing, or operate solutions in at least 2 of the following areas: Procure to Pay, Order to Cash, Record to Report, or Financial Planning and Analysis
  • Ability to travel 25%, on average, based on the work you do and the clients and industries/sectors you serve.
  • Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future

Preferred:

  • Master's degree in business administration, finance, accounting, or economics
  • Experience with SAP, Oracle, or Workday
  • Experience in finance transformation, shared services, managed services, or outsourced finance operations in a consulting or professional services environment
  • Experience transitioning work to offshore delivery centers and leading post-transition stabilization
  • Experience supporting sales pursuits, including proposal development, at least one RFP response, and at least one transition, transformation, or service mobilization effort
  • Experience managing KPIs, SLAs, and governance routines for managed services engagements
  • Experience using automation, workflow, analytics, or artificial intelligence tools in finance operations

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $134,500 to $265,100.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

#EOAASCORE

#EPCORE

Education:Bachelor's DegreeEmployment Type:

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