Finance Operations Specialist

• Lead Finance Automation & AI Integration: Drive continuous process enhancements by identifying inefficiencies and deploying automation solutions to optimize workflows ensuring streamlined finance operations that support company growth. Oversee automation opportunities within the finance area by assessing and prioritizing potential projects and recommending effective solutions. Additionally serve as the AI and technology champion within the Finance team actively exploring AI-driven automation opportunities and identifying impactful use cases for AI in finance. Present these cases to the Finance team across DocPlanner to promote AI adoption across the organization.
• Finance Saas advisor: Provide guidance on tools to enable Docplanner growth.  Utilize AI-driven and machine learning solutions to deliver efficiencies enhanced flexibility accuracy and ensure legal & statutory compliance.
• Project Leadership: Lead and participate in cross-functional initiatives such as M&A; business markets and product launches/changes; New Finance  enhancements (implement new finance policies reporting updates etc).
• User Support Training & Documentation: Create training materials and conduct workshops to promote systems adoptions and best practices. Maintain up-to-date documentation to support efficient systems usage across teams. Deliver primary assistance to users by resolving system problems and responding to inquiries.

Qualifications :

• Strong academic background. Bachelors degree in Finance Accounting IT based Business Administration or equivalent is a must. A Master degree or relevant certifications is a plus.
• 7 years of relevant experience in Finance operations including direct responsibility on finance systems and processes (PTP OTC RTR).
• Tech-savvy (or tech-curious) mindset not afraid of getting your hands dirty in understanding different tech solutions and tools in order to maximise their usefulness and the impact on teams productivity.
• Strong analytical and problem-solving skills with a focus on system optimization data integrity and scalable process improvements.
• Detail-oriented and well-organised and not afraid to hold others accountable (regardless of role and seniority) when the required processes and procedures are not followed.
• Hands-on approach and positive can do mindset. Ability to navigate complex situations prioritizing effectively and succeeding  in a dynamic fast-paced environment and leading projects autonomously.
• Excellent communication and interpersonal relationship skills. Ability to work independently.
• Experience with automation tools such as UiPath Automation Anywhere Blue Prism Zapier Make 8n8 or similar. Advanced knowledge of Microsoft Office particularly Excel and PowerPoint. 
• Full professional proficiency and ability to work in English written and spoken (you will be part of the Global Team); knowledge of any other group language highly preferred.
  
  A big plus will be:
• NetSuite experience. 
• Familiarity with programming languages like Python SQL or JavaScript .
• Ability to create dashboards using financial data visualization tools like Tableau or Power BI.

Additional Information :

What to Expect from Our Hiring Process 

We like to keep things transparent and efficient! Heres what the process usually looks like (though it might vary slightly depending on the role):

1 Intro Chat  A first call with our Talent Acquisition Partner to explore mutual fit around relevant skills value alignment and motivation. 

2 Hiring Manager Interview  A deeper dive into your experience and aspirations with your future manager who youll be reporting to in this role. Take this chance to ask anything on your mindits just as much about making sure were the right fit for you too. 

3 Second Hiring Manager Interview 

4 Business Case Presentation 

Why Youll Love It Here 

Global Benefits  No matter where you are youll have access to:

• Healthcare insurance so you can focus on what matters.
• Wellness that works for you from gym memberships to mental health support weve got you covered.
• Time off that counts whether its a vacation your birthday or just a day to recharge we believe in balance.
• ESOP (Employee Share Ownership Plan) after 6 months with usbecause we believe in sharing our success!

Local Perks  Depending on your location you will be entitled to local benefits like meal vouchers (ticket restaurant) transport allowances or extended parental leave.

Career Growth  Were growing and so can you! Youll find lots of chances to learn develop and explore new pathswhether within your team or through cross-functional projects.

A Truly Global Team  Work with talented people from all over the world in a diverse and inclusive environment.

Flexibility That Works for You  Remote work and flexible hours arent just buzzwords here. While the extent of flexibility depends on your role and team we value results over rigid schedules. Prefer an office setting Youre welcome at any of our hubs in Barcelona Warsaw Curitiba Rio de Janeiro Mexico City Bogot Munich Rome or Bologna.

Please note: At this time we are not able to sponsor visas for this position. To apply you must already have the legal right to work in your country of residence or the location of the role.

What We Believe In 

At Docplanner our values guide everything we do:

Focus on results  were here to make an impact.

Think like an owner  take responsibility drive outcomes.

Keep it simple keep it lean  smart solutions over complexity.

Be respectful and radically honest  openness builds trust.

Learn and be curious  growth is part of the job.

Dont just take our word for itcheck out our Glassdoor to hear what our people say!

We are committed to building a team that represents a variety of backgrounds perspectives and skills. We welcome applicants from all walks of life regardless of gender disability or background and are dedicated to fostering an inclusive workplace where everyone feels valued and empowered to contribute.