Financial Process Automation Specialist

Posted Yesterday
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Zürich, CHE
In-Office
Mid level
Professional Services • Consulting
The Role
Map and digitalize manual processes (onboarding, compliance reporting, recurring tasks). Design and implement workflow automations within Microsoft 365 (Power Automate, Dynamics 365, SharePoint, Teams). Replace paper steps with digital solutions (e-signatures, automated forms), introduce supporting tools (call transcription/analysis), document processes, and enable the team to operate them independently to streamline compliance and reporting.
Summary Generated by Built In

Help our customer, a Zurich-based multi-family office, digitalize and automate their operations end-to-end — a true greenfield opportunity with little to no legacy systems to untangle.

About the job

  • Map out existing manual processes (client onboarding, compliance reporting, recurring tasks) and identify automation opportunities.
  • Design and implement workflow automations within the Microsoft 365 ecosystem (Power Automate, Dynamics 365, SharePoint, Teams).
  • Replace paper-based and manual steps with digital solutions (e.g., e-signatures, automated forms, smart reminders).
  • Evaluate, recommend, and introduce supporting tools — for example, automated call transcription and analysis (e.g., Granola or similar) — and roll them out in daily operations.
  • Document new processes and enable the small team to operate them independently.
  • Streamline recurring compliance and reporting tasks to reduce manual effort and ensure consistency.


Requirements
  • Degree in Business Informatics, Computer Science, Information Systems, or a related field is a plus
  • Fluent in English; German is a plus but not required.
  • Strong analytical and problem-solving skills.
  • Solid hands-on experience with the Microsoft 365 environment (Power Automate, Dynamics 365, SharePoint) and workflow automation tools.
  • Process-oriented mindset with a sharp eye for optimization potential.
  • Self-driven and creative — able to understand business processes and propose your own solutions, not just execute specs.


  • Benefits
  • Start: ASAP
  • Duration: 3 months
  • Workload: up to 100%
  • Location: Preferred on site in Zurich
  • Salary: Competitive


  • Skills Required

    • Fluent in English
    • German language skills
    • Strong analytical and problem-solving skills
    • Hands-on experience with Microsoft 365 (Power Automate, Dynamics 365, SharePoint) and workflow automation tools
    • Process-oriented mindset with an eye for optimization
    • Self-driven and creative with ability to propose solutions
    • Degree in Business Informatics, Computer Science, Information Systems, or related field
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    The Company
    45 Employees
    Year Founded: 1997

    What We Do

    ETH juniors connects academic talent with industry by organizing and delivering projects for companies ranging from nationally operating small and medium-sized enterprises to international corporations. It provides project-based consulting and recruits students and young professionals for software, IT, energy trading, AI, data engineering, and related assignments, helping organizations access specialized expertise while giving participants practical experience across diverse business and technology needs.

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