Business Analyst, Business Unit Accounting

About the role

The primary purpose of this role is to provide a strong finance, accounting, and technology mindset, with the ability to identify gaps, recommend process change, develop system requirements, and redesign finance and accounting processes. The role will function as an Analyst, partnering with Accounting leadership and other business partners to ensure business areas are processing activities in an optimal manner, identify opportunities for simplification and efficiency, eliminate duplication of effort, and assess the appropriate balance of risk and control.

Responsibilities

• Support the business goals in the accounting area of producing monthly, quarterly, and year-end reporting.
• Support the business goals in the accounting area of creating process improvements, automation, and simplification consisting of cross-functional activities and projects, and drive execution milestone deliverables with the ability to build relationships and connectivity.
• Under direction of Manager or Director in Business Unit Accounting, support the execution of projects to optimize all elements of the accounting organization including but not limited to: Business Process Modernization, Shared Services Implementation, Business Case Development, Finance Automation, Internal Control Development, Finance Technology Selection, Implementation & Deployment.
• Proactively engage and collaborate with functional leaders, process owners, system users, and business leadership across the company to ensure that assessment, requirements-gathering, design, and implementation activities are developed, implemented, and validated with stakeholder input.
• Adhere to project plans, track action items, issues, and risks including follow up on items with appropriate parties to ensure their resolution and/or escalate issues in a timely fashion.
• Provide expert knowledge to change consultants and support the change management elements of the finance transformation to ensure that the changes are sustainable throughout the organization.
• Identify opportunities to apply process automation as well as advanced technology and data management technologies.
• Support the development of Finance/Accounting metrics associated with core projects to support management, financial and regulatory reporting.
• Prepare presentations and memos for stakeholders and team members.

Qualifications

• Equivalent combination of education and experience is considered.
• Bachelor's Degree in Business Administration, Accounting or Finance with a senior level of competency.
• Minimum of two (2) years of relevant professional experience in consulting, financial services, banking, or credit unions.
• Minimum of one (1) years' experience implementing finance applications, loan applications and/or ERP systems.
• Demonstrated data analysis skills and the ability to understand the business processes and data.
• Excellent interpersonal, oral, and written communication and organizational skills required with ability to work with all management levels.
• Knowledge of project management methodology, processes, tools, scope management, financial tracking, scheduling, and resource management.
• Ability to support multiple projects simultaneously and implement changes in project direction.
• Advanced experience in Microsoft Word and Microsoft Office Excel.
• Experience in or strong willingness to learn Tableau and SQL is a plus.
• Experience in the development of deliverables and reports and ability to condense highly technical subject matter into clear and effective communications.
• High degree of initiative and personal ownership.
• Experience using AI tools preferred.