Senior Financial Analyst

Overview: The Senior Analyst, Financial Systems/PMO will help manage accounting system integrations and continuous improvement projects. The ideal candidate will have a strong background in financial systems with experience in implementation, project management, and a good understanding of financial processes. They will assist in planning, executing, and finalizing projects according to strict deadlines. Additionally, this role will serve as administrator for many accounting tools including our ERP system (NetSuite). This includes supporting design/configuration of interfaces between external systems and ERP systems, and efforts to modify/automate system functionality. This person will be part of a growing and agile accounting team and will be called upon to support other functions of our accounting practices as needed. We are looking for someone with a keen eye on detail and process optimization, who is excited to make an impact, add value, and collaborate with a team in a fast paced, ever-growing environment.

Key Responsibilities:

Financial Systems:

• Serve as ERP administrator for accounting needs such as changes to account structure, opening/closing of accounting ledgers and subledgers, and evaluation and granting of ERP access rights.
• Support gathering business requirements for the design and implementation of new processes by engaging with operations and IT management, including customization of workflows within NetSuite ERP.
• Support the full and optimal utilization of ERP system capabilities and functionality and make recommendations for improved use of ERP system.
• Perform testing of all new and/or modifications to interfaces between the ERP system and external systems for proper control and functionality.
• Create detailed process documentation and workflows to ensure proper understanding of system interfaces and data flows.
• Proactively provide insightful recommendations across functions to improve internal control procedures, increase audit efficiencies, and drive process optimization focusing on system operations, change management, security and access rights, financial applications, and interfaces with external adjacent technologies.
• Support and educate employees on systems functionality and processes related to internal control compliance, including assisting IT with control requirements to mitigate risk.

Project Management:

• Assist in financial systems integrations and accounting improvement projects from initiation to completion, ensuring successful delivery within scope, schedule, and budget.
• Gain an understanding of accounting process bottlenecks/areas of improvement and create strategic solutions utilizing system automations and lean initiatives to optimize efficiencies. Based on findings, collaborate with stakeholders to gather project requirements, and create detailed project plans, timelines, and resource allocations.
• Assist in tracking key integration milestones, deliverables, and performance indicators to ensure timely progress and successful outcomes.
• Help hold regularly scheduled progress meetings with key stakeholders to ensure timely completion of project deliverables and resolution of outstanding issues / potential bottlenecks.
• Identify and resolve integration and process-related issues, develop effective mitigation strategies to ensure project success.
• Developing and implementing change management strategies to minimize disruption and facilitate adopting new processes and systems.

Qualifications:

• Bachelor's degree in Accounting, Finance, Information Systems, or related field; Master's degree or PMP certification is a plus.
• Extensive experience (5+ year financial systems and project management experience), including financial systems implementations and process improvement initiatives.
• Strong understanding of financial processes, accounting principles, and ERP systems (e.g., NetSuite, SAP, Oracle, etc.). NetSuite experience required.
• Demonstrates strong project management skills, efficiently handling multiple projects and meeting deadlines.
• Exhibits excellent communication, and interpersonal skills with the ability to work with cross-functional teams.
• Exceptional analytical and problem-solving abilities with a keen attention to detail.
• Has experience in developing and managing cross-functional/multi-teamwork plans.