Analyst, Finance Process Automation
The Analyst, Finance Process Automation at Confidential Client supports the finance team by analyzing and improving financial data processes through automation. This entry-level role involves developing, testing, and maintaining automated workflows, ensuring data accuracy, and collaborating with stakeholders to enhance finance reporting efficiency. The position offers growth opportunities in finance processes, data analysis, and automation technologies within a hybrid work environment.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
Position summary
Confidential Client is hiring an entry-level Analyst, Finance Process Automation to join a hybrid team in Santa Ana, CA. This role blends finance, data preparation, and automation to improve how financial information is prepared, validated, and reported. Ideal candidates are curious, detail-oriented, and comfortable learning automation tools and finance processes.
What You’ll Do
- Support analysis of existing finance processes; document steps, data sources, business rules, and expected outputs.
- Help design and document improved, repeatable processes using automation tools.
- Build and enhance data-preparation and automation workflows under senior guidance.
- Combine, transform, and analyze data from multiple sources to prepare inputs for reporting and reconciliations.
- Troubleshoot workflow issues, investigate discrepancies, and implement approved fixes.
- Test automation against documented requirements; reconcile outputs to source data and existing reports.
- Support user acceptance testing, document issues and resolutions, and follow change-control procedures.
- Create and maintain technical documentation, process descriptions, and user instructions.
- Communicate progress and blockers clearly to stakeholders and assist with user training and transition to production use.
Required Qualifications
- Bachelor’s degree in accounting, finance, information systems, computer science, mathematics, or related field.
- 0–3 years relevant experience (internships, coursework, or projects welcome).
- Strong analytical and problem-solving skills; attention to detail and accuracy.
- Clear verbal and written communication; able to explain technical concepts to nontechnical users.
- Ability to organize work and manage competing priorities with guidance.
- Proficiency in Microsoft Excel (formulas, lookup functions, PivotTables).
- Foundational experience with at least one data or automation technology (for example Alteryx, SQL, or Python).
- Willingness and ability to learn new tools and finance processes.
Preferred Qualifications
- Hands-on experience building workflows in Alteryx.
- Familiarity with SQL for querying, joining, and aggregating data.
- Familiarity with Python for data analysis or automation (pandas, openpyxl, numpy, etc.).
- Exposure to financial reporting, reconciliations, or recurring finance processes.
- Experience with business intelligence/reporting tools (Power BI, Cognos Analytics).
- Experience documenting processes, validating data, or testing automated solutions.
- Alteryx Designer Core certification; Designer Advanced certification is a plus.
Compensation & Benefits
- Estimated pay range: $57,276 - $95,459 per year (provided by the source posting).
- Additional compensation may include quarterly or annual company bonus; shift premium for alternative shifts where applicable.
- Benefit overview: medical, dental, vision, 401(k), flexible spending and HSA options, life and disability insurance, paid vacation & holidays. Benefits eligibility begins per client policy.
Location & Work Model
- Location: Santa Ana, CA (Hybrid remote arrangement). Candidates must be able to work on-site as required by the Confidential Client’s policies.
Compliance & Additional Requirements
- Must follow established procedures for handling sensitive financial data, managing change, and obtaining approvals before deployment.
- May be required to comply with export-control policies and federal regulations where applicable (e.g., ITAR/EAR/OFAC). Certain roles or work on restricted programs may require U.S. citizenship or permanent residency per export-control rules.
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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