Financial Automations Analyst

Healthie•,

About The Position

The Financial Automations Analyst will own the design, implementation, and continuous improvement of finance automation workflows and analyses. The primary focus is to streamline finance operations on collections, order to cash, deal desk, treasury and procurement processes. This role sits at the intersection of finance and technology, requiring someone who is equally comfortable building AI agents as they are doing financial analyses. You report to the Senior Finance Manager but work with the entire finance team on a multitude of projects as we continue to scale.

Requirements

Bachelor’s degree in Accounting, Finance, or related field
2-5 years in finance, accounting operations, or revenue operations
SaaS experience required
Hands-on experience with automation platforms (Zapier, Make, or similar)
Comfortable using APIs, webhooks, and system integrations.
Familiarity with Stripe, Campfire, or comparable billing/ERP systems
Deep understanding of order-to-cash processes, AR lifecycle, and SaaS billing models
Self-directed, curious, process-obsessed, strong written communicator, and genuinely excited about building systems rather than just using them.
You are someone who sees a manual process and immediately starts thinking about how to eliminate it

Nice To Haves

healthcare industry experience a plus
SQL or data tool experience a strong plus
Demonstrated experience using generative AI or LLM-based tools to automate workflows, build self-service analytical tools, or deploy AI agents in a production context (this is a core differentiator, not a nice-to-have)

Responsibilities

Lead the implementation and ongoing optimization of order-to-cash automation, reducing manual collections workload and accelerating cash collection cycles.
Build and maintain automated workflows for invoice delivery, payment reminders, cash application, and collections escalation routing.
Partner with the Finance Associate & Controller to identify high-volume, repeatable tasks suitable for automation vs. high-judgment escalations that require human handling.
Own reconciliation processes between billing systems (Stripe, Revenue Cloud) and the general ledger.
Understand each step of workflows from quoting, signed contract/sales orders, timeline to implementation, billing, recognizing revenue and collections.
Build, deploy, and manage Finance AI agents using tools like Campfire, Zapier, Claude, and MCP-connected platforms.
Identify automation opportunities across the Finance function: treasury, payables reporting and vendor management.
Maintain and document all active agents, workflows, and integrations.
Continuously monitor agent performance and drive improvements to accuracy, coverage, and reliability.
Automate treasury processes including cash position reporting, bank transaction ingestion, and reconciliation.
Support month-end close by ensuring automated data pipelines are accurate and exception reports are actionable.
Assist with accounts payable automation and vendor payment workflows as needed.
Collaborate with different departments: Revenue Operations, Data Engineering, and Customer Success and others to ensure data flows are accurate end-to-end.
Partner with the Senior Finance Manager on data infrastructure projects, including Snowflake/Metabase reporting data pipelines.
Serve as the Finance team's internal resource on automation tooling, staying current on emerging AI and workflow technologies.