Automation Specialist jobs in United States
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SNI Financial · 17 hours ago

Automation Specialist

SNI Financial is partnering with a recent IPO company that is a leader in their industry, seeking an Automation Specialist to enhance financial accuracy through automation. The role involves collaborating with accounting and finance teams to identify automation opportunities and implement solutions using Microsoft’s Power Platform.

Human Resources

Responsibilities

Lead walkthroughs with Accounting stakeholders (GL, AP, AR, Fixed Assets, Tax, Reporting) to identify automation and process improvement opportunities
Design, build, and maintain automation solutions using Power Query, Power BI, and Power Automate
Document processes, lead stakeholder meetings, and support UAT and training efforts
Maintain and enhance existing automation tools to ensure long-term effectiveness

Qualification

Power QueryPower BIPower AutomateExcelSQLVBAPythonAccounting backgroundFinance backgroundAnalytical skillsStakeholder managementProcess documentationDetail-orientedAdaptability

Required

Strong Excel skills with hands-on experience in Power Query, Power BI, and Power Automate
Comfortable leading meetings, managing stakeholders, and documenting processes
Analytical, detail-oriented, and adaptable to learning new automation skillsets

Preferred

Background in accounting or finance is a plus (not required)
Workday experience is a plus
SQL experience is a plus
VBA experience is a plus
Python experience is a plus

Benefits

Unlimited PTO
Breakfast on Fridays
Lunch brought in frequent

Company

SNI Financial

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SNI Financial is a staffing and recruiting company specializing in finance, IT recruitment and staffing services.

Funding

Current Stage
Growth Stage

Leadership Team

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Danielle Pelzel, CPA
Senior Associate Partner | Executive Tax Recruiter
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Kathryn Sprengel
Senior Associate Partner - Executive Search Consultant
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Company data provided by crunchbase