Financial Systems Analyst

About This Position

The Financial Systems Analyst is responsible for leading the testing and implementation of automated financial information systems and updates related to assigned ERP (Enterprise Resource Planning), and other financial systems with a focus on Client Invoicing, Revenue Accounting, and Cash Management. Continuously identifies and evaluates process and system improvements; ensuring changes in business requirements, client needs, laws and regulations are addressed. Tests and implements new functionality, developing training and procedures documents, and training staff on system and process changes. Position acts as a business expert on systems and processes in financial processes providing guidance and feedback on use of system and processes to associates. 

Role Summary

Works to implement minor system enhancements in ERP, and third-party client invoicing systems to support Client Billing, Revenue Accounting, and Cash Management teams in improving system efficiency and reducing errors. Participates in the design, testing, implementation, and evaluation of system enhancements or new systems. Performs system administration support. Requires working and conceptual knowledge in their own job discipline. Performs a range of assignments related to job discipline. Accountable for their own work and effective coordination of process and information with others. Works independently, within guidelines and policies for ongoing work; may receive general guidance on new assignments 

Responsibilities

• Support the implementation of new or updated financial systems, overseeing the building, testing, and training phases to ensure seamless integration and functionality. 
• Implement and manage system enhancements to optimize efficiency and minimize errors. 
• Provide comprehensive support to end users, addressing system functionality inquiries and offering recommendations for process improvements. 
• Conduct continuous system maintenance and support end user business processes. 
• Facilitate effective communication and coordination between Finance and Technology teams to ensure systems are integrated and compliant with protocols. 
• Collaborate with third-party service providers to support stakeholder needs with external applications. 
• Transform roadmap features into detailed user stories and craft clear business requirements and documentation. 
• Develop and evaluate business processes, recommending strategic enhancements and identifying opportunities for automation. 

Qualifications
Required:

• Bachelor’s degree in Business, Information Systems, Finance, Accounting or related field or the equivalent combination of education and relevant experience 
• 2+ years of total relevant work experience 
• Experience supporting complex system implementations and/or process improvement projects. 
• Ability to work within cross-functional teams such as Finance, Accounting, and Technology to coordinate and drive priorities and objectives 
• Strong analytical skills and attention to detail 
• Excellent communication and interpersonal skills 
• Ability to manage multiple priorities and deadlines in a fast-paced environment 
• Continuous improvement mindset 

Preferred:

• Understanding of Accounting principles & processes 
• Proficiency working with ERP systems such as Oracle, SAP, etc. 

FINRA Requirements

FINRA licenses are not required and will not be supported for this role.

Work Flexibility

This role is eligible for hybrid work, with up to one day per week from home.

Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States (e.g., H1-B visa, F-1 visa (OPT), TN visa or any other non-immigrant work status).