Automation Specialist (Power Automate / Copilot Studio)

Job Description Job Summary We are seeking a Finance Automation Specialist for a time‑bound pilot focused on automating high‑impact finance processes using Microsoft Power Automate and Copilot Studio. This role will embed within Finance to deliver production‑ready automations that reduce manual effort, improve controls, and accelerate close and reporting cycles. The engagement is outcome‑driven, with clear success metrics and an emphasis on documentation and knowledge transfer for long‑term ownership. Day‑to‑Day

• Identify and prioritize finance automation opportunities with stakeholders
• Design, build, test, and deploy Power Automate workflows
• Develop targeted Copilot Studio use cases for finance operations
• Automate repeatable processes such as AP workflows, reconciliations, and reporting
• Deliver 3-5 production‑ready automations during the pilot
• Define and track efficiency and time‑savings metrics
• Document solutions and provide structured knowledge transfer
• Advise on Microsoft licensing, prerequisites, and platform dependencies We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day.

We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.

To learn more about how we collect, keep, and process your private information, please review

Insight Global's Workforce Privacy Policy:

https://insightglobal.com/workforce-privacy-policy/. Skills and Requirements Must Haves

• Hands‑on experience building Power Automate cloud flows, including approvals and integrations
• Experience building solutions in Copilot Studio, including flows that leverage Power Automate
• Proven delivery of production‑ready automations
• Ability to partner directly with business stakeholders and translate requirements into solutions
• Experience documenting solutions and enabling clean handoff to internal teams Plusses
• Strong understanding of core finance processes (AP, reconciliations, close, reporting)
• Familiarity with Power Apps, SharePoint, Excel, Teams, and Power BI
• Experience in finance‑heavy or regulated environments
• SQL experience