Financial Operations Automation Associate
$45,000–$60,000 year
On-siteNorth Bethesda, Maryland, United States
Job Summary
Conduct routine financial process tasks including data entry, reconciliations, quality checks, and updating trackers. Maintain financial workflows by ensuring data accuracy, flagging inconsistencies, and documenting current processes. Assist with building simple automated workflows, testing for accuracy, and monitoring performance notifications. Collect data, verify numbers, and prepare recurring reports while updating dashboards and templates. Perform basic trend reviews to flag unusual variances and respond to internal inquiries regarding financial processes. Coordinate with team members across Finance, Operations, and IT to gather information for small automation tasks. Participate in process improvement meetings and contribute observations from daily work.
Required 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)
- Strong organizational skills and attention to detail
- Willingness to learn systems quickly and adapt to changing processes
Desired Qualifications
- Interest in learning automation or workflow tools (e.g., Zapier, Power Automate, Replit, Airtable)
- Experience with basic scripting or querying (Excel functions, SQL basics, Python fundamentals) Preferred
- Familiarity with flowcharting or process-mapping tools (Lucidchart, Visio, Miro) Preferred
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