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.

Responsibilities

• •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