Finance Automation Specialist

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Docplanner

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

🏥 Healthcare

🏪 Marketplace

☁️ SaaS

💰 Venture Round - DocPlanner on 2021-09

Healthcare • Marketplace • SaaS

Docplanner is a global healthcare platform that connects patients with doctors and supplies practice-management and patient-engagement tools to clinics and medical professionals. The company offers an integrated end-to-end solution to help patients find and book doctors, reduce no-shows, improve clinic workflows, and help doctors manage their online presence and reputations. Docplanner operates in 13 countries with over 2,800 employees, reports ~25 million appointments booked in a month, ~100 million monthly website visits, and about 300,000 active doctors using its services.

📋 Description

• 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. • 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. • 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. • 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). • 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.

🎯 Requirements

• Bachelor’s 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 team’s 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 n8n, UiPath, Automation Anywhere, Blue Prism, Zapier, Make, or similar. Advanced knowledge of Microsoft Office, particularly Excel and PowerPoint. • NetSuite experience. • 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. • Familiarity with programming languages like Python, SQL, or JavaScript. • Ability to create dashboards using financial data visualization tools like Tableau or Power BI.

🏖️ Benefits

• Healthcare insurance – so you can focus on what matters. • Wellness that works for you – from gym memberships to mental health support, we’ve got you covered. • Time off that counts – whether it’s a vacation, your birthday, or just a day to recharge, we believe in balance. • Depending on your location, you will be entitled to local benefits like meal vouchers (ticket restaurant), transport allowances, or extended parental leave. • Career Growth – We’re growing, and so can you! You’ll find lots of chances to learn, develop, and explore new paths—whether 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 aren’t just buzzwords here. While the extent of flexibility depends on your role and team, we value results over rigid schedules.