We are looking for a Finance Automation Specialist to join the ERP & Automation team. In this role you will own the design, build and run of automation across our finance landscape — from Dynamics 365 F&O workflow configuration and Power Platform apps, to custom integrations and AI-assisted document processing.

This is a hands-on, delivery-focused role. You will sit at the intersection of Finance and Technology: talking to controllers and AP/AR leads to understand where the manual effort actually is, then building and shipping the automation that removes it. Success is measured in hours saved, errors eliminated and close cycles shortened — not in tickets closed.

Process Discovery & Solution Design

• Partner with Finance stakeholders across Record-to-Report, Procure-to-Pay, Order-to-Cash, Treasury and Tax to map current-state processes and identify automation candidates.

• Build the business case for each initiative — effort baseline, expected savings, risk reduction — and prioritise the automation backlog with the ERP & Automation lead.

• Choose the right tool for each problem: native D365 configuration first, then low-code, then custom code. Avoid over-engineering.

• Document as-is and to-be process flows, functional specifications, and solution design documents.

Dynamics 365 Finance & Operations

• Configure and extend D365 F&O finance modules — General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, Cash & Bank Management, Budgeting, Expense Management.

• Build and maintain workflows, approval hierarchies, posting profiles, financial dimensions and number sequences.

• Develop and maintain Electronic Reporting (ER) configurations, Financial Reporter statements, and Data Entities for import/export.

• Support month-end and year-end close from a systems standpoint; identify and remove recurring close bottlenecks.

• Work with X++ / D365 extensions where configuration cannot meet the requirement, in coordination with technical developers.

RPA & Low-Code Workflow Automation

• Design, build, test and deploy automations using Power Automate (cloud and desktop flows), and RPA platforms such as UiPath or Automation Anywhere.

• Build Power Apps front-ends for finance processes that live outside the ERP — approvals, exception handling, data collection, reconciliations.

• Automate high-volume, rules-based finance work: invoice processing, three-way match exceptions, payment run preparation, bank and intercompany reconciliations, journal uploads, dunning and collections follow-ups, vendor and customer master data maintenance.

• Own the bot estate in production — monitoring, exception handling, error alerting, scheduling and version control.

Integrations, Data & Custom Development

• Build and support integrations between D365 F&O and surrounding systems — banking portals, tax and e-invoicing platforms, expense tools, procurement systems, CRM and data warehouse.

• Write Python and SQL to build data pipelines, transformation logic, validation routines and reconciliation scripts.

• Work with REST/OData APIs, Azure Logic Apps, Azure Functions, Data Factory and Dataverse to move and reconcile data reliably.

• Build finance reporting and dashboards in Power BI on top of automated data flows.

AI & Intelligent Automation

• Apply AI Builder, Azure Document Intelligence and LLM-based tooling to unstructured finance inputs — vendor invoices, remittance advices, bank statements, contracts, GRNs.

• Prototype and deploy AI-assisted use cases such as intelligent invoice coding, anomaly detection on journals and expenses, automated variance commentary, and agentic workflows for exception resolution.

• Establish human-in-the-loop review, confidence thresholds and audit trails so AI-assisted output remains controlled and auditable.

Controls, Governance & Support

• Ensure every automation respects segregation of duties, approval limits, and SOX / internal control requirements; maintain documentation for internal and statutory audit.

• Manage change through proper SIT/UAT cycles, sign-offs and release governance; maintain test scripts and regression packs.

• Provide L2/L3 support for finance automation in production, conduct root cause analysis, and track incidents to closure.

• Train finance users, publish SOPs and job aids, and drive adoption of what you build.

• Track and report automation benefits — FTE hours released, error rates, cycle time, straight-through processing rate.

Experience

• 3–6 years of experience in ERP-based finance systems, finance transformation, or business process automation.

• Hands-on delivery experience with Microsoft Dynamics 365 Finance & Operations (or D365 Finance / AX 2012 with migration exposure), specifically in finance modules.

• Demonstrated track record of shipping automations into production — please be ready to walk through 2–3 examples end to end.

Technical Skills

• D365 F&O: finance module configuration, workflows, financial dimensions, Data Entities, Electronic Reporting, Financial Reporter.

• Power Platform: Power Automate (cloud + desktop flows), Power Apps, Dataverse, Power BI.

• RPA: UiPath, Automation Anywhere or Power Automate Desktop — design, exception handling, orchestration.

• Programming: strong SQL; working proficiency in Python for scripting, data processing and API work.

• Integrations: REST/OData APIs, JSON/XML, Azure Logic Apps, Azure Functions, Data Factory, file/SFTP-based interfaces.

• AI tooling: practical exposure to OCR/IDP and LLM-based automation (AI Builder, Azure AI, or equivalent).

• Excel: advanced, including Power Query.