Senior Associate, Automation Finance

Overview

In This Role, You Will

• Assist in the optimization of Salesforce workflows for quoting, contracting, and billing processes, ensuring high efficiency and accuracy.
• Participate in the identification and implementation of automation solutions to streamline Finance workflows, with attention to AI-driven improvements where relevant.
• Support data accuracy, reporting, and informed decision-making by enhancing CRM-related processes.
• Collaborate with IT, Sales Operations, and Finance to support integrations between Salesforce and Oracle, helping to reduce manual interventions.
• Assist with UAT planning, execution, defect tracking, and documentation to ensure comprehensive system testing before deployments.
• Help develop and adopt best practices for automation frameworks, quality assurance, and continuous improvement within the Finance system environment.
• Prepare status updates on project work and participate in meetings with cross-functional stakeholders as needed.
  

Here's What You Need

• Bachelor's degree in finance, Business, Information Systems, or a related field; equivalent experience may be considered.
• 3+ years of experience in Quote-to-Cash, Sales Operations, RevOps, or similar roles.
• Hands-on exposure to Salesforce workflows and CRM automations; familiarity with Oracle invoicing systems preferred but not required.
• Experience with process automation or supporting AI-driven projects is a plus.
• Demonstrated ability to work collaboratively across teams (Sales, Finance, IT), and support project-based workstreams.
• Strong communication skills with an aptitude for documenting and presenting technical workflows to both technical and business audiences.
• Prior experience participating in UAT, QA, or system implementation/testing activities.[1]
• Experience with RPA tools or scripting for automation.
• Understanding of billing and revenue recognition processes.
• Exposure to ITIL practices or supporting automation projects in a systems environment