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Automation In Finance Jobs in Wisconsin (NOW HIRING)

landmarkcu

Email Automation Lead

Brookfield, WI · On-site

Our culture of inclusion and collaboration enables us to support our members' financial wellbeing ... Requirements 1. A bachelor's degree in Marketing, Communications, Advertising, or a related field ...

Franklin Electric

Financial Analyst

Madison, WI · On-site

US - Wisconsin - Madison Description At Franklin Electric, Finance plays a critical role in driving ... automation, and enhanced data accuracy. * Support initiatives focused on data quality, governance ...

Harley-Davidson

Sr Finance Analyst

Milwaukee, WI · On-site

$84K - $104K/yr

SHIFT1 In 1903, out of a small shed in Milwaukee, Wisconsin, four young men lit a cultural wildfire ... Prepare and maintain documentation, while implementing process automation and improvements.

Harley-Davidson

Sr Finance Analyst

Milwaukee, WI

$84K - $104K/yr

SHIFT1 In 1903, out of a small shed in Milwaukee, Wisconsin, four young men lit a cultural wildfire ... Prepare and maintain documentation, while implementing process automation and improvements.

Harley-Davidson

Sr Finance Analyst

Milwaukee, WI

$84K - $104K/yr

SHIFT1 In 1903, out of a small shed in Milwaukee, Wisconsin, four young men lit a cultural wildfire ... Prepare and maintain documentation, while implementing process automation and improvements.

Kohler Co.

Staff Engineer, Manufacturing Automation

Kohler, WI · On-site

$88K - $113K/yr

Participate in design engineering reviews with plant teams to ensure the solutions will meet the ... Develop business cases with supporting financial justification that illustrate the proof of value ...

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Automation In Finance information

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 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.

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.
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What job categories do people searching Automation In Finance jobs in Wisconsin look for? The top searched job categories for Automation In Finance jobs in Wisconsin are:
Automation In Finance jobs near you
Infographic showing various Automation In Finance job openings in Wisconsin as of August 2026, with employment types broken down into 90% Full Time, 8% Part Time, and 2% Contract. Highlights an 82% Physical, 7% Hybrid, and 11% Remote job distribution.

Process Automation Specialist

Gabor Design Build

Germantown, WI • On-site

Part-time

Re-posted 4 days ago

Job description

Position Summary:

The Process Automation Specialist will maintain Gabor Design Build's interactive digital forms. The specialist works on creating structured layouts in Microsoft Excel and converting them into professional, interactive, fillable PDF documents. The tech-savvy, self-starter will have cutting-edge knowledge of modern spreadsheet formatting, advanced automated formulas, macro creation, and Adobe Acrobat Pro form creation tools. This role offers an excellent opportunity to bring highly efficient, automated document workflows to Southeastern Wisconsin's leading residential remodeler.


Reports To: Owner

FLSA Status: Part Time - Hourly, Non-exempt


Company: Starting from the dining room table to a now almost 6,000 sq. ft. premier showroom, family-owned Gabor Design Build is Southeastern Wisconsin's leading residential remodeler. For over 25 years, Gabor has been elevating the quality of life for its employees, partners and customers. Gabor values passion, excellence and integrity in everything we do. As an award-winning design and build firm, Gabor offers a fun and casual work environment, opportunity for growth within the company, a competitive salary and great benefits.


Essential Duties and Responsibilities

  • Design, maintain, and optimize advanced Microsoft Excel workflows utilizing advanced formulas, Power Query, VBA, macros, and other automation tools to support data modeling, material tracking, reporting, and financial analysis.
  • Develop automated document workflows that extract data from internal databases, spreadsheets, emails, or other business systems and populate interactive, fillable PDF forms, including client service agreements, contractor onboarding documents, and other operational forms.
  • Create and maintain integrations between internal software, supplier portals, public municipal websites, and other business applications using APIs, web scraping, Power Automate, or scripting languages such as Python or JavaScript.
  • Analyze existing administrative and operational workflows to identify manual processes, recommend automation opportunities, and implement technology-driven solutions that improve efficiency, accuracy, and productivity.
  • Research, troubleshoot, and implement new automation technologies, software tools, and digital workflows to support continuous process improvement across the organization.
  • Apply strong analytical and problem-solving skills to diagnose technical challenges, independently research solutions, and implement effective, scalable improvements.
  • Collaborate with managers and cross-functional teams to understand business needs, translate requirements into technical solutions, and support ongoing system enhancements.
  • Maintain accurate documentation of automation processes, workflows, scripts, and technical solutions while ensuring data integrity and system reliability.
  • Demonstrate a proactive, self-motivated approach with a strong desire to learn new technologies, adapt to changing business needs, and contribute to a collaborative team environment.


Required Knowledge, Skills, and Abilities

  • Associate or Bachelor's degree in Management Information Systems (MIS), Computer Information Systems (CIS), Information Technology, Data Analytics, Computer Science, or a related technical field. Recent graduates and upcoming graduates are encouraged to apply.
  • Strong proficiency in Microsoft Excel, including advanced formulas, Power Query, VBA, macros, or other spreadsheet automation tools.
  • Experience with or exposure to automation scripting languages such as Python or JavaScript; experience with libraries such as openpyxl is preferred.
  • Familiarity with APIs, web architecture, web scraping technologies (e.g., BeautifulSoup or Selenium), or low-code automation platforms such as Microsoft Power Automate.
  • Excellent organizational, analytical, and communication skills with the ability to manage multiple priorities while maintaining a high level of accuracy.
  • Strong Work Ethic, high accountability, a positive attitude, openness to teamwork, and a healthy sense of humor.

Physical Requirements:

  • Frequently (75% to 100%) standing, walking, sitting, light lifting, light carrying, handling, speaking, hearing, seeing and typing.
  • Occasionally (up to 30%) moderate to heavy lifting and carrying, stooping, kneeling and reaching.

Apply