Financial Automation

Financial Automation Finance Jobs

4 jobs found

1mo ago

Enterprise Architect, Finance & Legal Systems

Okta Bellevue, WA

Bellevue, WA

1mo ago Closed

$236k - $325k/yr Full time Accounting Artificial Intelligence Aws Solutions Architect

This position is no longer accepting applications (closed Sep 15, 2026).

Job Description

Okta is building secure, intelligent, and connected business systems, and this role helps define the technology architecture strategy across Finance and Legal. You’ll modernize core enterprise platforms and enable more data-driven decision-making and automation by leveraging AI/ML and LLM capabilities alongside strong systems integration.

Location: Bellevue, WA (hybrid)

Compensation: USD 236,000 - 324,500 per year

Experience: 15+ years

Responsibilities

Define the target-state architecture for Finance and Legal applications, aligning designs to enterprise strategy and growth objectives.
Lead end-to-end architectural solutions for Finance and Legal systems, ensuring integration, scalability, and performance across the enterprise.
Own a multi-year modernization roadmap across ERP, FP&A, Legal, and Sales Compensation systems.
Apply identity-first security principles, integrating with Okta and other IAM solutions for authentication, authorization, and compliance.
Architect and implement AI/ML-driven improvements to finance and legal workflows, including predictive forecasting, anomaly detection, spend optimization, contract risk scoring, and intelligent reconciliation.
Partner with the Enterprise AI team to operationalize AI/ML solution models within G&A functions, ensuring alignment with business outcomes.
Ensure reliable data flow across systems including ERP (NetSuite/Oracle), Coupa, Scout, Anaplan, Conga, and Xactly using APIs and middleware (Boomi), including unified data models for analytics and AI consumption.
Identify where generative AI, NLP, and LLMs can be embedded into core Finance and Legal processes, such as financial reporting, close management, reconciliation, contract lifecycle management, and legal document automation.
Drive functional and technical design and lead hands-on proof of concepts (POCs) and AI-driven automations to reduce manual effort.
Lead from the front by piloting, prototyping, and demoing new solutions and technologies such as AI and automation.
Collaborate across Finance, Legal, IT, Data, Compliance, Security, and Engineering teams to translate business goals into scalable, secure, and innovative technology solutions.
Translate complex SaaS requirements (for example revenue recognition, contract risk management, and GDPR) into technical architectures.
Act as a trusted advisor to leadership on Finance and Legal technology trends including subscription/usage-based billing, AI contract analytics, and compliance automation.
Influence executives and decision-makers on solution architecture, system strategy, and adoption plans to drive operational excellence and transformation.
Support and/or lead implementations and enhancements of ERP and legal tools, including Oracle, NetSuite, Coupa, Scout, Anaplan, and Conga, DocuSign.
Establish governance for data privacy, SOX compliance, and access control across Finance and Legal systems.
Support rollout of Data Governance by working with the Data Governance, business, and data warehousing teams.

Requirements

Bachelor’s or Master’s degree in Computer Science, Information Systems, Data Science, or a related field.
TOGAF or similar Enterprise Architecture certification is a plus.
15+ years of software engineering experience, including significant time as an Architect or Principal in ERP Systems (Oracle/Netsuite/SAP), FP&A Systems (Anaplan) and/or CLM systems (Aptus/Conga/Ironclad).
Multiple ERP full-cycle implementation experience (Oracle or NetSuite).
Strong understanding of Finance process areas including Order to Cash, Record to Report, Source to Pay, Plan to Report (FP&A), Treasury, Credit Collection, Revenue Recognition, and Subscription Billing, plus Contract Life Cycle Management within Legal Ops.
Hands-on architectural experience with functional and technical solutions across NetSuite (or Oracle), Aptus/Conga (or Ironclad), Anaplan, Coupa, Scout, and tax engines such as Avalara, Vertex, or OneSource, including data models and APIs for integrations.
Experience architecting and delivering AI Agents using leading LLMs including Gemini, OpenAI, or Claude.
Experience managing software and/or vendor selection with the end-state enterprise architecture in view.
Proficiency with middleware such as MuleSoft, Workato, Boomi, or Informatica for connecting Finance, Legal, CRM, and data platforms.
Familiarity with code, configuration, and system performance standards/reviews for quality, scalability, and compliance with enterprise standards.
Proficiency with AWS, Azure, or GCP, plus knowledge of data lakes/warehouses such as Snowflake, Redshift, or BigQuery for SaaS revenue and compliance analytics.
Identity and security knowledge including SSO, OAuth, SAML, SCIM, and Zero Trust, with hands-on integration experience in Okta or similar IAM platforms.
Occasional travel to office locations for project and team collaboration meetings and offsites.
Passion for innovation, AI adoption, and continuous improvement aligned with Okta’s mission.

Technologies

NetSuite, Oracle (ERP), SAP, Coupa, Scout, Conga, Anaplan, Xactly
AI, machine learning (ML), NLP, intelligent automation, generative AI, LLMs (Gemini, OpenAI, Claude)
APIs, middleware (Boomi, MuleSoft, Workato, Informatica)
DocuSign
Data platforms: AWS, Azure, GCP, Snowflake, Redshift, BigQuery
Identity and security: SSO, OAuth, SAML, SCIM, Zero Trust
Tax engines: Avalara, Vertex, OneSource
Compliance and governance: GDPR, SOX, Data Governance
TOGAF

The Okta Experience

Supporting Your Well-Being
Driving Social Impact
Developing Talent and Fostering Connection + Community

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1mo ago

Accounting & Finance Automation Specialist

BodyLase MedSpa Raleigh, NC

Raleigh, NC

1mo ago Closed

$60k - $70k/yr Full time Accounting Accounting Software Analytical Skills

This position is no longer accepting applications (closed Aug 29, 2026).

Job Description

BodyLase MedSpa seeks an Accounting and Finance Automation Specialist to advance the use of Claude and AI-driven tools for automating finance tasks while managing day-to-day bookkeeping across multiple locations. This hybrid role is based in Raleigh, NC, with in person duties and flexible Friday remote work after onboarding. The position offers a salary of USD 60,000 to 70,000 per year.

Responsibilities

Oversee day-to-day bookkeeping across multiple locations, recording transactions and maintaining precise financial records.
Process accounts payable in Ramp, handling vendor invoices paid by ACH and checks, including coding and payment execution.
Perform reconciliations for bank accounts, credit cards, loans, mortgages, and other balance sheet accounts.
Reconcile financial activity to the point of sale system and other operating platforms.
Maintain QuickBooks Online, ensuring data accuracy, consistency, and proper configuration.
Support monthly and ongoing financial reporting, leveraging Claude to generate clean, timely month-end statements.
Run and review payroll in ADP, ensuring accuracy and on-time processing each pay period.
Drive automation of accounting workflows using Claude and related tools to minimize manual work across bookkeeping, AP, expenses, card management, reconciliations, and reporting.
Utilize and help manage integrated systems such as QuickBooks Online, Ramp, ADP, Employee Navigator, and others.
Assist with openings of new locations and acquisitions from accounting, systems, and back-office perspectives.
Contribute to special projects when possible, including mergers and acquisitions and other growth initiatives.
Assist with inventory tracking and reporting.
Prepare year-end files for the external CPA and ensure books are prepared for tax filings.
Process and distribute 1099s/1096s and maintain supporting documentation.
Maintain organized digital records and financial paperwork while upholding confidentiality and data security.
Perform other duties as required with a collaborative, positive team orientation.

Requirements

Proficiency with AI tools, especially Claude, and a genuine drive to automate work and reduce manual processes.
Hands-on bookkeeping and accounts payable experience with the ability to maintain accurate records and reconciliations.
Strong QuickBooks Online proficiency.
Advanced Microsoft Excel skills, including formulas, pivot tables, and data organization.
Tech-savvy with the ability to learn new systems quickly.
Comfort working in a fast-paced, evolving environment.
Interest in automation and process improvement with a focus on eliminating manual tasks.
Excellent attention to detail, accuracy, consistency, and organization.
Reliable, self-directed, and accountable with a high level of integrity for sensitive financial information.
This is an in-office role based in Raleigh, NC, with remote flexibility on Fridays once fully up to speed.

Technologies

Claude
QuickBooks Online
Ramp
ADP
Employee Navigator
Microsoft Excel

Benefits

Salary: USD 60,000–70,000 per year
PTO: Competitive paid time off policy
Holidays: Paid holidays
Health Insurance: Employer-sponsored plan
Retirement: 401(k) with 4% company match
Employee Discounts: Free and discounted products and services, valued around $10,000 annually
Dental insurance
Vision insurance

Application Questions

On a scale of 1 to 10, rate your proficiency with QuickBooks Online.
On a scale of 1 to 10, rate your proficiency in Microsoft Excel, including formulas, pivot tables, and data organization.
On a scale of 1 to 10, rate your proficiency with AI tools (especially Claude) to automate workflows, streamline processes, and solve business problems.

Experience

Bookkeeping: 1 year (Required)
Accounts payable: 1 year (Required)

Work Location

In person

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1mo ago

Staff Accountant, Finance Automation

Trusted Doctors, LLC Fairfax, VA

Fairfax, VA

1mo ago Closed

$65k - $75k/yr Full time Accounting Accounting Software AP Automation

This position is no longer accepting applications (closed Aug 28, 2026).

Job Description

Trusted Doctors, LLC is seeking a Staff Accountant, Finance Automation in Fairfax, VA (hybrid) to support day-to-day accounting operations and drive process automation, reporting to the CFO.

Responsibilities

Oversee accounts payable end to end, including invoice verification and coding, timely payments, vendor management, and 1099 preparation and filing
Prepare and post journal entries and assist with the month-end close
Assist with bank reconciliations
Conduct daily revenue reconciliation
Support financial reporting and maintain the general ledger
Coordinate with other departments to ensure timely and accurate receipt of financial data
Support accounting and finance functions with special projects and tasks as needed

Requirements

Bachelor's degree in Accounting or related field, or an equivalent combination of education and experience
Minimum 3 years of accounting experience
Accounts payable experience of at least 2 years
Accounting software experience of at least 3 years
Microsoft Excel experience of 4 or more years
Strong verbal and written communication skills
Excellent attention to detail and exceptional organizational abilities
Ability to work independently and as part of a team, with the capacity to prioritize tasks and meet deadlines
Advanced proficiency in Microsoft Excel (PivotTables, Lookups, Power Query)
ERP experience required; NetSuite experience is a plus
Experience in a medical practice setting is a plus but not required

Technologies

Microsoft Excel
NetSuite

Benefits

401(k)
401(k) matching
Dental insurance
Disability insurance
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Vision insurance

Compensation

Salary: USD 65,000 - 75,000 per year

Job Overview

Full-time, hybrid role in Fairfax, Virginia. The position suits someone with solid accounting knowledge who aims to enhance workflows and efficiency through automation.

Process Improvement and Efficiency

Identify, recommend, and implement process improvements to boost the accuracy and efficiency of accounting processes and workflows
Analyze existing procedures to reduce manual work via automation and standardization
Maintain standard operating procedures and document accounting procedures
Collaborate with leadership to support system enhancements, ERP optimizations, and workflow improvements

Education and Experience

Bachelor's degree in Accounting or related field, or equivalent combination of education and experience
Minimum 3 years of accounting experience
Experience in a fast-paced or growth-oriented environment is preferred

Skills and Competencies

Strong verbal and written communication skills
Excellent attention to detail and exceptional organizational abilities
Ability to work independently and with a team, prioritize tasks and meet deadlines
Advanced proficiency in Microsoft Excel (PivotTables, Lookups, Power Query)
ERP experience required; NetSuite is a plus
Experience in a medical practice setting is preferred but not required

Experience

Accounting: 3 years required
Accounts payable: 2 years required
Accounting software: 3 years required
Microsoft Excel: 4 years required

Ability to Commute

Fairfax, VA 22033 (Required)

Ability to Relocate

Fairfax, VA 22033: Relocation before starting work (Preferred)

Work Location

Hybrid remote in Fairfax, VA 22033

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2mo ago

Financial Reporting Accountant

CoBank Greenwood Village, CO

Greenwood Village, CO

2mo ago Closed

$82k - $93k/yr Full time Accounting Analytical Skills Business Systems

This position is no longer accepting applications (closed Aug 11, 2026).

Job Description

CoBank offers a purposeful career in Greenwood Village, CO with a hybrid work model that blends in-person collaboration with flexible scheduling. You will contribute to regulatory and internal financial reporting within the Controller Division, shaping automated processes and ensuring compliance with GAAP and Farm Credit Administration regulations. Enjoy strong development opportunities, collaborative culture, and a comprehensive benefits package designed to support your growth and wellbeing.

Responsibilities

Prepares financial reports and analyses for regulatory reporting requirements and internal executive management reports, ensuring compliance with Farm Credit Administration regulations and other applicable financial reporting standards.
Assists with special projects within the Controller Division, including system implementation work and process improvements.
Develops and maintains automated financial reporting processes and workflows.
Prepares regulatory analysis and reporting focused on CoBank’s quarterly call reports and capital ratios.
Coordinates completion of all aspects of internal executive management reports, including key financial ratios, asset quality metrics, key indicators, and trend analysis.
Provides support related to source data for all regulatory reporting requirements for CoBank and the district, ensuring changes to source data are reflected in reporting deliverables.
Maintains department controls, processes, and procedures to ensure integrity of financial reporting and compliance with GAAP, regulatory requirements, SOX, and industry practices.
Maintains current knowledge of accounting and regulatory rules and assists in evaluating their impact on CoBank and district reporting.
Assists manager with research and analysis supporting management initiatives and supports the implementation of approved accounting treatments.
Identifies opportunities to improve and streamline reporting processes and supports the implementation of process improvements with other groups within CoBank and the district.
Prepares, updates, and maintains relevant desk procedures.
Participates in special projects and other deliverables as assigned, including user acceptance testing, report updates, and spreadsheet maintenance.

Requirements

2 years of financial reporting and/or corporate accounting experience, preferably in banking or the financial services industry.
Bachelor's degree in accounting, finance or a relevant discipline.

Technologies

Hyperion
Oracle (FCCS, Peoplesoft and Smartview)
Outlook
Excel
Word
Power Point

Benefits

Careers with a purpose
Time-Off Packages, 15 days of vacation, 10 paid sick days and 11 paid holidays
Competitive Compensation & Incentive
Hybrid work model: flexible arrangements for most positions
Benefits Packages, including Medical, Dental and Vision coverage, Disability, AD&D, and Life Insurance
Robust associate training and development with CoBank University
Tuition reimbursement for higher education
Outstanding 401k: up to 6% matching and additional 3% non-elective contribution & Student Loan Match
Community Impact: United Way Angel Day, Volunteer Day and Associate Directed Contribution
Associate Resource Groups: creating a culture of respect and inclusion
Recognize a fellow associate through our GEM awards

Physical Exertion Details

Sedentary work; primarily sitting, with occasional lifting up to 10 pounds and brief walking or standing.

Travel Requirements

Occasional travel occurs infrequently, typically once a month or less.

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Financial Automation Finance Jobs

Enterprise Architect, Finance & Legal Systems

Accounting & Finance Automation Specialist

Staff Accountant, Finance Automation

Financial Reporting Accountant

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