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Senior Financial Automation Specialist
beBeeAccountantPune, Maharashtra, India1 day ago
Job descriptionAdvanced skills in Microsoft Excel (including VBA, Power Query, Power BI) or Google Sheets (including Apps Script, Data Studio / Looker Studio). Strong understanding of accounting principles, budgeting, and financial reporting. Experience with workflow automation tools like Zapier, Make, or Power Automate is beneficial. Analytical mindset, high attention to detail, and ability to design scalable financial systems. Excellent spoken and written English communication skills are essential.
Job Description
We are seeking a detail-oriented professional to set up and automate our accounting and reporting systems.
The goal is to integrate financial data in real-time for accurate tracking, budgeting, forecasting, and reporting.
Key Responsibilities
- Integrate Xero with Excel or Google Sheets for real-time transaction syncing and categorization.
- Build automated dashboards for budgeting, cash flow, income forecasting, and month-on-month reporting.
- Design and automate financial templates that minimize manual input and errors.
- Develop automation scripts using Visual Basic (VBA) for Excel or Apps Script for Google Sheets.
- Advise on best practices for data management, reconciliation, and chart of accounts setup.
- Implement automation workflows for periodic updates and report generation.
- Ensure data accuracy, consistency, and secure handling across systems.
Required Skills and Qualifications
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Automation Specialist • Pune, Maharashtra, India
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