Financial Automation Professional

1 week ago


Manila, National Capital Region, Philippines DOXA Talent Full time

Our company, DOXA Talent, is seeking a Financial Automation Professional to join our team. In this role, you will be responsible for identifying, designing, and implementing automation solutions to improve efficiency and accuracy across financial and operational processes.

About the Job

The ideal candidate will have a strong background in process automation and optimization, with expertise in automation tools, scripting, and workflow optimization. A bachelor's degree in Computer Science or related field is required, along with 2-5 years of experience in automation, process improvement, or related fields.

You will be responsible for analyzing and documenting existing workflows to identify opportunities for optimization and automation, and developing and deploying scripts, macros, and custom automation solutions using Python, VBA, SQL, or other relevant programming languages.

This role is ideal for someone detail-oriented, analytical, and proactive in identifying opportunities for automation, with excellent communication and collaboration skills to work across teams and train users on automation solutions.

Key Responsibilities:

  1. Analyze and document existing workflows to identify opportunities for optimization and automation.
  2. Develop and deploy scripts, macros, and custom automation solutions using Python, VBA, SQL, or other relevant programming languages.
  3. Design, implement, and maintain automated workflows using tools such as Power Automate, UiPath, Zapier, Alteryx, or similar platforms.
  4. Assist in automating financial data entry, reconciliation, and reporting tasks to improve accuracy and reduce processing time.
  5. Implement automation solutions for invoice processing, expense tracking, payroll, and accounts reconciliation.
  6. Integrate accounting software (e.g., QuickBooks, Xero, NetSuite) with automation tools to streamline financial operations.
  7. Perform data integration and reporting tasks, extracting, transforming, and loading (ETL) data between systems, ensuring seamless data flow across platforms.

Required Skills and Qualifications:

  • Bachelor's degree in Computer Science or related field.
  • 2-5 years of experience in automation, process improvement, or related fields.
  • Proficiency in automation tools such as Power Automate, UiPath, Zapier, or Alteryx.
  • Experience with APIs and data integration between various business applications.
  • Familiarity with accounting principles and financial workflows.
  • Knowledge of ERP, CRM, and accounting systems such as QuickBooks, Zoho, NetSuite, or Sage.


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