Role: Automation Specialist (Discovery)
Location: London (Hybrid)
Type: Initial 4-week contract
Status: Outside IR35
The role
Cedar are supporting a client undertaking a focused discovery of their transactional finance environment, with the objective of reducing manual processing through targeted automation, improved data flows and system efficiency.
The current landscape relies heavily on Excel-based processes, manual journal handling, and data movement between ERP, banking platforms, and reporting outputs. There is limited use of structured automation.
This engagement requires a hands-on specialist who can operate at the level of process, data, and tooling. You will analyse how data moves across the finance function, identify failure points and inefficiencies, and implement practical automation using the Microsoft stack.
The outcome will be a combination of delivered improvements and a clearly defined, prioritised backlog for further automation.
Scope of work
You will work at a detailed technical level across finance processes, systems, and data:
Decompose transactional finance workflows across Accounts Payable, Accounts Receivable, and reconciliations into discrete steps, including system interactions, data transformations, and manual interventions
Trace data lineage across ERP, Excel workbooks, banking files, and reporting outputs, identifying duplication, rekeying, and ...