Senior Financial Systems Analyst

As a Senior Financial Systems Analyst, you will take ownership of the accuracy and completeness of sales transaction data used across Finance and Sales. Working within FP&A and reporting to the Director of FP&A, you’ll establish consistent controls and reconciliation routines that verify data is moving accurately from transaction platforms into business intelligence and financial reporting systems.

Senior Financial Systems Analyst

This role is equal parts financial detective and process owner. You’ll monitor data movement, identify discrepancies quickly, determine where breakdowns are occurring, and partner with IT to make sure issues are addressed through resolution. Your work will give Finance and business leaders greater confidence that the information behind their reporting is complete, timely, and reliable.

The position is especially important as the organization continues modernizing its technology environment. With system migrations, new integrations, automation initiatives, and a future data warehouse on the roadmap, you’ll help establish the controls and operating discipline needed to maintain reliable financial data as the business scales.

Responsibilities

Data Integrity & Reconciliation

Develop and maintain daily, weekly, and monthly reconciliation procedures across transaction, payment, and reporting systems.

Develop and maintain daily, weekly, and monthly reconciliation procedures across transaction, payment, and reporting systems.

Compare transaction volumes and dollar values between source platforms and the BI environment, investigating discrepancies as they occur.

Compare transaction volumes and dollar values between source platforms and the BI environment, investigating discrepancies as they occur.

Review integration activity and system logs to identify failed, incomplete, or unexpected data transfers before they impact financial reporting.

Review integration activity and system logs to identify failed, incomplete, or unexpected data transfers before they impact financial reporting.

Perform recurring transaction-level testing to verify information remains consistent as it moves from originating systems through reporting platforms.

Perform recurring transaction-level testing to verify information remains consistent as it moves from originating systems through reporting platforms.

Reconcile transactions through the full financial lifecycle, including source activity, payment processing, and cash collection.

Reconcile transactions through the full financial lifecycle, including source activity, payment processing, and cash collection.

Complete comprehensive transaction reconciliations in advance of the monthly financial close.

Complete comprehensive transaction reconciliations in advance of the monthly financial close.

Issue Investigation & Resolution

Investigate data discrepancies to determine underlying causes rather than simply correcting individual exceptions.

Investigate data discrepancies to determine underlying causes rather than simply correcting individual exceptions.

Document issues with enough detail for technical teams to quickly understand the affected system, record, field, and business impact.

Document issues with enough detail for technical teams to quickly understand the affected system, record, field, and business impact.

Partner with IT and appropriate system owners to prioritize problems and drive open items through resolution.

Partner with IT and appropriate system owners to prioritize problems and drive open items through resolution.

Follow up on recurring issues to ensure appropriate preventative measures are put in place.

Follow up on recurring issues to ensure appropriate preventative measures are put in place.

Maintain clear documentation of outstanding issues, ownership, status, and resolution.

Maintain clear documentation of outstanding issues, ownership, status, and resolution.

Establish a consistent working cadence with IT to review critical issues, recurring problems, system changes, and upcoming technology initiatives.

Establish a consistent working cadence with IT to review critical issues, recurring problems, system changes, and upcoming technology initiatives.

Help ensure Finance has appropriate visibility into planned migrations, integrations, and system changes that could affect financial data.

Help ensure Finance has appropriate visibility into planned migrations, integrations, and system changes that could affect financial data.

Financial Systems & FP&A Support

Represent Finance on systems, data, integration, and automation projects.

Represent Finance on systems, data, integration, and automation projects.

Provide a financial and business perspective when defining requirements and testing new systems or integrations.

Provide a financial and business perspective when defining requirements and testing new systems or integrations.

Participate in initiatives involving ERP integrations, BI/reporting platforms, finance automation, and future data infrastructure.

Participate in initiatives involving ERP integrations, BI/reporting platforms, finance automation, and future data infrastructure.

Assist the Finance team with data-related issues identified during monthly close.

Assist the Finance team with data-related issues identified during monthly close.

Monitor the overall health and reliability of financial data flows and provide concise updates to Finance leadership.

Monitor the overall health and reliability of financial data flows and provide concise updates to Finance leadership.

Clearly communicate reconciliation results, unresolved risks, system issues, and migration progress to FP&A leadership and other stakeholders.

Clearly communicate reconciliation results, unresolved risks, system issues, and migration progress to FP&A leadership and other stakeholders.

Help refine controls and reconciliation procedures as systems and data architecture evolve.

Help refine controls and reconciliation procedures as systems and data architecture evolve.