CEDA -TMS - ICA - Finance Automation - Manager - Operate

Industry/Sector

Not Applicable

Specialism

Managed Services

Management Level

Manager

Job Description & Summary

At PwC, our people in managed services focus on a variety of outsourced solutions and support clients across numerous functions. These individuals help organisations streamline their operations, reduce costs, and improve efficiency by managing key processes and functions on their behalf. They are skilled in project management, technology, and process optimization to deliver high-quality services to clients.

Those in managed service management and strategy at PwC will focus on transitioning and running services, along with managing delivery teams, programmes, commercials, performance and delivery risk. Your work will involve the process of continuous improvement and optimising of the managed services process, tools and services.

Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member’s unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same.

Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:

Analyse and identify the linkages and interactions between the component parts of an entire system.

Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion.

Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables.

Develop skills outside your comfort zone, and encourage others to do the same.

Effectively mentor others.

Use the review of work as an opportunity to deepen the expertise of team members.

Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate.

Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.

Job Title:

Manager – Finance Automation Lead (Infor CSF)

Line of Service:

Managed Services

Industry/Sector:

Healthcare

Specialism:

Finance Technology – Process Automation & Optimization

Management Level

Manager

& Summary

A career within PwC Managed Services will provide you with the opportunity to lead finance automation and process optimization initiatives at scale, enabling clients to reduce manual effort, improve accuracy, accelerate financial close, and enhance operational efficiency across enterprise financial systems.

As a Manager, you will lead the Finance Automation function within the managed services delivery team supporting Bassett Health, a US-based healthcare system. You will own the end-to-end automation lifecycle—from opportunity identification and business case development through design, build, test, deploy, and post-deployment governance—across the Infor CloudSuite Financials (CSF) ecosystem. Your scope will include Infor IPA (Intelligent Process Automation), Infor ION workflow automation, RPA and scripting solutions, financial close automation, reporting/analytics automation, and finance process optimization across AP, AR, GL, FA, Projects, Grants, and Close Management.

This is a Managed Services engagement (not implementation or consulting). The role is a critical value driver for the engagement—automation directly contributes to PwC's ability to deliver services more efficiently, demonstrate continuous improvement to the client, and improve client satisfaction and outcomes. You will bridge the gap between finance process expertise and automation/technology enablement, ensuring that automation solutions maintain financial controls, compliance, and audit readiness while delivering measurable operational benefits.

You will work from PwC's India Acceleration Center (India AC), supporting US business hours/shifts as required, and will partner with onshore delivery teams and client stakeholders across Finance, HR/Payroll, IT, EHR, and banking teams. You will also lead and develop a team of associates/senior associates focused on automation delivery and operations.

Note to Hiring/TA team:

This is a finance automation leadership role—not a generic RPA developer role and not a pure finance operations role. The ideal candidate combines deep finance domain knowledge (understanding what should be automated and why) with hands-on automation/technology skills (knowing how to design, build, and govern automation solutions). Manager-level ownership, stakeholder engagement, strategic thinking, and measurable outcomes delivery are essential.

As a Manager, you'll lead a team of problem solvers helping clients transform finance operations through automation and process optimization. Specific responsibilities include:

Automation Strategy, Roadmap & Pipeline Management

Own the finance automation roadmap and pipeline for the engagement—identifying, prioritizing, and sequencing automation opportunities across all finance sub-functions (AP, AR, GL, FA, Projects, Grants, Close)

Conduct current-state process analysis to identify automation candidates—mapping manual touchpoints, quantifying effort/frequency, assessing error rates, and evaluating automation feasibility

Build automation business cases—quantifying effort savings, estimating ROI, projecting error reduction and cycle time improvement, and prioritizing based on impact, feasibility, and control implications

Maintain a structured automation backlog/pipeline with clear status tracking (ideation → approved → in-progress → deployed → monitored)

Identify quick wins during transition from incumbent vendor—embedding automation into the steady-state operating model from the outset

Infor IPA (Intelligent Process Automation) Design & Delivery

Design and manage automated process flows within Infor IPA for finance operations:

AP automation:

Invoice capture/routing, multi-level approval workflows, three-way match exception handling, payment approval triggers

GL automation:

Recurring journal entry generation, template-based journal posting, allocation triggers, intercompany transaction automation

Close task orchestration:

Sequential/parallel close task triggering, milestone notifications, escalation workflows, auto-assignment of close tasks

Notification & alert workflows:

Threshold breach alerts, aging alerts, compliance reminders, SLA warning notifications

Exception handling automation:

Auto-routing of errors, retry logic, fallback notifications, exception queuing for human review

Oversee build, test, and deployment of IPA process flows with proper testing discipline, user acceptance, and controlled go-live procedures

Infor ION Workflow & Event

Driven Automation

Leverage Infor ION workflows, alerts, and event-driven triggers to automate finance process steps:

BOD-triggered actions (e.g., auto-routing of posted transactions for review, auto-notification on high-value journals)

Event-driven data routing across Infor CSF modules and external systems

Cross-system coordination triggers (e.g., payroll GL posting confirmation → close task update, bank file delivery confirmation → reconciliation trigger)

Design and maintain ION-based alerting and monitoring workflows that proactively flag anomalies, integration failures, and process delays

RPA & Scripting Solutions

Identify opportunities for Robotic Process Automation (UiPath, Automation Anywhere, Power Automate) or scripting (Python, SQL, PowerShell) to automate repetitive finance tasks:

Data extraction and transformation for reconciliations

Reconciliation preparation and pre-matching automation

Automated report generation and distribution

File processing automation (bank files, vendor files, EHR feeds)

Data validation and exception flagging scripts

Lead RPA bot design, development, testing, and deployment—ensuring bots are robust, maintainable, and documented

Establish bot monitoring and health management practices—tracking execution success rates, handling failures, and scheduling maintenance

Financial Close Automation

Automate financial close tasks to reduce close cycle time and manual effort:

Close calendar orchestration—automated task sequencing, deadline tracking, and status updates

Reconciliation triggers—auto-initiation of reconciliation workflows upon sub-ledger close

Journal auto-posting—automated posting of standard/recurring close journals with validation checks

Close status dashboards—real-time visibility into close task completion, blockers, and milestone progress

Close checklist automation—automated pre-close/post-close validation checks

Partner with Close Management and GL teams to ensure automation aligns with close controls and audit requirements

Reporting & Analytics Automation

Automate finance operational reports, KPI dashboards, and SLA tracking reports using Infor Birst, Power BI, or similar tools:

Automated daily/weekly/monthly operational reports (ticket volumes, aging, backlog, SLA performance)

Financial data quality and exception reports (unreconciled items, suspense account balances, aging open items)

Close progress dashboards and milestone reporting

Automation impact reports (effort saved, error reduction, cycle time trends)

Reduce manual report preparation effort and improve report timeliness and consistency

Finance Process Optimization

Analyze current-state finance processes across AP, AR, GL, FA, Projects, Grants, and Close to identify inefficiencies, redundancies, and manual bottlenecks

Design optimized process flows that combine automation with process simplification—eliminating unnecessary steps before automating remaining ones

Leverage healthcare-specific automation opportunities:

Grant billing automation and compliance-driven workflow triggers

Charge/revenue feed validation from EHR systems

Multi-entity close orchestration across Bassett Health's organizational structure

Compliance-driven approval and notification workflows

Document optimized processes and ensure alignment with client policies and financial controls

Automation Governance, Controls & Compliance

Establish and enforce automation governance framework:

Proper error handling and fallback mechanisms for all automated processes

Audit trails and logging for automated transactions (journal postings, approvals, data changes)

Role-based access controls for automation tools and bot credentials

Version control and change management for automation assets (IPA flows, RPA bots, scripts)

Ensure automated processes do not introduce compliance risks—maintaining SOX-like controls, segregation of duties, and approval governance

Support audit evidence collection for automated processes—demonstrating that controls are embedded and operating effectively

Ensure compliance with PII/PHI data handling requirements in automated workflows that process healthcare and employee data

Cross

Functional & Multi

System Automation

Collaborate with Finance, HR/Payroll, IT, EHR, and banking teams to identify and deliver cross-system automation opportunities:

Infor CSF ↔ UKG(FORMERLY KRONOS) (payroll GL posting validation, labor cost feed automation)

Infor CSF ↔ Banking (payment file automation, bank reconciliation feed processing)

Infor CSF ↔ EHR (charge/revenue feed validation, clinical-financial interface monitoring)

Infor CSF ↔ Third-party systems (procurement, tax engines, reporting tools)

Coordinate integration monitoring automation—automated alerts for interface failures, file delivery delays, and data discrepancies

Stakeholder Management & Reporting

Serve as the primary point of contact for finance automation with client leadership and PwC engagement leadership

Present automation opportunities, business cases, pipeline progress, and realized benefits in governance meetings and executive reviews

Produce automation impact reports—quantifying effort saved (hours/FTE equivalent), error reduction percentages, cycle time improvements, and cost avoidance

Manage stakeholder expectations—balancing automation ambition with practical feasibility, control requirements, and change readiness

People Leadership & Change Management

Lead, coach, and develop associates/senior associates working on automation tasks—building automation skills within the team

Manage automation workload, capacity, and delivery timelines

Drive change management awareness—ensuring that automation-driven process changes are communicated, trained, and adopted by end users and operational teams

Build a culture of continuous improvement and automation-first thinking within the finance operations team

Transition & Steady

State Automation Enablement

During transition from incumbent vendor, proactively identify automation opportunities by analyzing inherited processes and pain points

Build automation into the steady-state operating model from the outset—ensuring the managed services delivery benefits from automation from Day 1

Create a phased automation deployment plan aligned to transition milestones and stabilization timelines

Skills and Experience

8–12+ years of combined experience across finance operations/systems and process automation/optimization, with progressive leadership responsibility

Strong finance domain knowledge—deep understanding of end-to-end finance processes: Accounts Payable (invoice-to-pay), Accounts Receivable (billing-to-cash), General Ledger (journal processing, close), Fixed Assets, Project Accounting, Grants Management

Financial close processes, reconciliations, and controls

Hands-on automation experience across one or more of the following:

Infor IPA (Intelligent Process Automation)—process flow design, workflow configuration, exception handling (strongly preferred)

Infor ION—workflow automation, BOD-triggered events, alert configuration, ION API/connectivity (strongly preferred)

RPA platforms—UiPath, Automation Anywhere, Power Automate, or similar (bot design, development, deployment, monitoring)

Scripting—Python, SQL, PowerShell, or similar for data extraction, transformation, validation, and report automation

Experience with Infor CloudSuite Financials (CSF) or comparable Infor ERP platform (Infor Lawson, Infor M3) is strongly preferred

Proven ability to build automation business cases—identifying opportunities, quantifying effort/ROI, and prioritizing based on impact and feasibility

Experience in SLA-driven managed services, shared services, or outsourced operations environments

Strong understanding of financial controls, audit requirements, and compliance in automated process environments (SOX-like controls, segregation of duties, audit trails)

Experience with reporting/BI automation—Power BI, Infor Birst, Tableau, SSRS, or similar tools for dashboard and report automation

Knowledge of data privacy and compliance requirements (PII/PHI handling, HIPAA awareness) in automated workflows

Strong stakeholder management and communication skills—ability to present automation strategy and outcomes to senior client and PwC leadership

Experience leading and developing teams—coaching junior resources, managing workload, and building automation capabilities

Ability to work in US shift hours from India AC as required by the engagement

Preferred Knowledge/Skills

Experience in healthcare finance environments or other regulated industries with complex automation requirements (grant billing, multi-entity close, compliance workflows)

Experience with Infor OS platform components—Infor Ming.le, ION Desk, IPA designer, Infor Document Management

Exposure to financial close automation tools (BlackLine, FloQast, Trintech) or experience building close automation using ERP-native capabilities

Experience establishing or operating within an Automation CoE (Center of Excellence) model or structured automation delivery framework (intake → assess → build → deploy → monitor → optimize)

Understanding of cross-system integration automation patterns (Finance ↔ HR/Payroll, Finance ↔ Banking, Finance ↔ EHR)

Familiarity with UKG(FORMERLY KRONOS) Pro or similar HR/Payroll platforms from an automation/integration perspective

Exposure to EHR systems (Epic, Cerner, MEDITECH) and healthcare-specific financial data flows (charge capture, revenue feeds)

Experience with change management in automation contexts—communicating process changes, training users, managing adoption

Knowledge of AI/ML-assisted automation concepts (intelligent document processing, anomaly detection, predictive analytics) as emerging automation opportunities

Understanding of managed services transition and the opportunity to embed automation into operating models during vendor handover

PwC Professional Skills and Responsibilities

PwC Professional skills and responsibilities for this management level include but are not limited to:

Lead with strategic thinking—balancing near-term automation wins with a long-term automation vision that scales with the engagement and client maturity

Drive measurable outcomes—own the quantification and reporting of automation impact (effort saved, error reduction, cycle time improvement, cost avoidance) and communicate results with confidence to senior stakeholders

Build high-performing teams—coach and develop associates/senior associates, building automation skills and a culture of continuous improvement within the delivery team

Handle sensitive financial and healthcare data with integrity, confidentiality, and strict adherence to compliance and governance standards (PII/PHI, HIPAA, SOX-like controls)

Communicate with influence—articulate automation strategy, pipeline progress, risks, and benefits clearly and persuasively to client leadership, PwC engagement leadership, and cross-functional teams

Champion change management—recognize that automation is not just a technology initiative but a people and process transformation, and lead accordingly

Demonstrate ownership and accountability in an offshore delivery model, maintaining responsiveness, quality, and trust aligned to US client expectations

Uphold PwC's code of ethics and business conduct, ensuring strong governance, control discipline, and ethical standards in all automation and operational activities

Travel Requirements

Not Specified

Job Posting End Date