Entry Level Financial Planning Jobs in Washington

Financial Operations Automation Associate

*This is a general interest opening for a potential future hiring opportunity.*

ROSE is a Finance as a Service (FaaS) leader, supporting a company's back office by harmonizing People, Process, Technology, Organization, and Data to empower our clients to become accomplished leaders. We achieve this by providing financial clarity and eliminating complexity through Easby®, a system of engagement built on enterprise-grade, hyper-automation technology that manages finance, accounting, and tax activities, converts data into information, and supports a team of experienced professionals to enhance a company's success by improving financial performance.

Rose Financial Solutions (ROSE®) is seeking a Financial Operations Automation Associate who is looking for an entry-level role supporting the Finance and Operations teams in improving and streamlining financial workflows. This role assists with basic automation tasks, data maintenance, reporting, and process documentation. The ideal candidate is detail-oriented, eager to learn new systems, and interested in how financial processes can be optimized through technology.

This position is designed for early-career professionals with foundational financial or technical skills who want to grow into a financial systems, operations, or automation-focused career path. If you love automation and are looking for that next big thing, apply here!

Your responsibilities vary based on your assigned department and clients, but are likely to include: Assist with routine financial process tasks such as data entry, reconciliations, quality checks, and updating schedules or trackers, Support the maintenance of financial workflows by ensuring data accuracy and flagging inconsistencies, Help document current workflows and maintain up-to-date process guides, Assist with building or updating simple automated workflows under the guidance of senior team members, Help test automations for accuracy and functionality, Monitor workflow performance (e.g., success/failure notifications) and escalate issues when needed, Learn and support basic functions within financial systems (ERP, billing systems, CRM integrations)., Help with user acceptance testing when system changes or upgrades occur, Maintain logs of system issues, improvements, and resolutions, Assist in preparing recurring reports by collecting data, verifying numbers, and formatting outputs, Update dashboards and templates as directed by the Finance Operations and Transformations and Product teams, Perform basic trend reviews and flag unusual variances for review, Respond to internal inquiries related to financial processes or documentation, Coordinate with team members across Finance, Operations, and IT to gather information or support small automation tasks, Participate in process improvement meetings and contribute observations from daily work, Other ad-hoc tasks as assigned.

Qualifications:

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
• Basic understanding of financial processes (such as invoicing, expenses, or accounting principles).
• Comfort using spreadsheets and digital tools (Excel, Google Sheets, basic formulas).
• Interest in learning automation or workflow tools (e.g., Zapier, Power Automate, Replit, Airtable).
• Strong organizational skills and attention to detail.
• Willingness to learn systems quickly and adapt to changing processes.
• Experience with basic scripting or querying (Excel functions, SQL basics, Python fundamentals) Preferred.
• Familiarity with flowcharting or process-mapping tools (Lucidchart, Visio, Miro). Preferred.

What You'll Get with ROSE: ROSE is passionate about serving our clients and is dedicated to being a great place to work. Our professional work environment involves working alongside the best and the brightest professionals, competitive compensation plan, with long-term growth opportunities. ROSE also offers a comprehensive benefits package including health insurance subsidies up to 80%, Work + Life Fit options, 401(k) with company match, and educational reimbursements.

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.