Finance Business Systems Analyst

Job Summary

The Finance Operations Analyst supports the Finance organization by providing day-to-day systems support, analysis, documentation, reporting assistance, and testing for Finance-related operational platforms. This role partners with Accounting, Treasury, FP&A, and other Finance functions to ensure technology solutions effectively support financial processes, controls, and reporting requirements. The Analyst serves as a key liaison between Finance and IT, maintaining system stability while designing and enabling automation and AI-supported workflows that reduce manual effort, improve accuracy, and strengthen control effectiveness.

About the Role

This role emphasizes disciplined documentation, robust access control management, audit readiness, and continuous improvement within a regulated financial services environment.

Essential Functions

• Monitor, analyze, and troubleshoot system operations related to Finance and Accounting functions, including transaction processing, user assistance, reconciliations, and reporting.
• Design, build, and teach the team how to maintain automated workflows using AI, Excel, and enterprise tools to reduce manual effort, improve accuracy, and increase throughput across business processes.
• Leverage advanced Excel capabilities to automate data ingestion, validation, reconciliation, reporting, and analysis.
• Administer system access and roles in accordance with approved requests and internal access control standards; identify segregation-of-duties and access risks.
• Conduct regular audits of system data to identify discrepancies, inefficiencies, or potential risks, and work with relevant stakeholders to resolve issues.
• Apply AI-enabled techniques (natural language queries, predictive analysis, anomaly detection, and pattern recognition) to enhance decision-making, reduce errors, and surface actionable insights from data.
• Maintain accurate documentation for Finance systems, processes, and controls to support consistency, auditability, and knowledge sharing.
• Support Finance system initiatives, change management, projects and system upgrades through issue tracking, requirements documentation, testing, and release support ensuring business requirements are met and downstream impacts are considered.
• Monitor, measure, and report on automation performance, including time saved, error reduction, cycle time improvements, and ROI, and continuously optimize solutions based on results.
• Identify and eliminate process inefficiencies by mapping current-state workflows, quantifying manual touchpoints, and implementing automation solutions that scale across teams and systems.
• Support month-end, quarter-end, and year-end financial closing activities by ensuring system accuracy and availability.
• Collaborate with Finance, IT, and Risk/Compliance teams to support integrations, workflows, system stability, and regulatory requirements.
• Support the maintenance of Finance intranet and knowledge content, ensuring materials are organized, current, and aligned with internal standards.
• Aid in administrative coordination related to corporate banking relationships, including maintaining documentation, contact information, and routing routine inquiries to appropriate Accounting or Treasury leadership.
• Adhere to company policies, regulatory requirements, and internal controls, including BSA, AML, OFAC, and Fair Lending.
• Perform other duties as assigned including completing required regulatory training.

Knowledge / Skills / Abilities

• Comprehensive knowledge of Finance and Accounting processes, including general ledger, reconciliations, reporting, treasury, budgeting, and financial close activities, and how these processes are supported by technology.
• Knowledge of financial systems, ERP platforms, reporting tools, workflow and automation platforms used to support Finance operations.
• Knowledge of internal control frameworks, segregation-of-duties principles, system access controls, and audit requirements within a regulated financial services environment.
• Understanding of data governance, data quality, validation, and reconciliation principles to ensure accuracy and reliability of financial information.
• Knowledge of automation concepts, including workflow design, exception handling, audit trails, and control points within automated Finance processes.
• Knowledge of AI-enabled technologies as applied to Finance operations, including natural language queries, anomaly detection, predictive analysis, and pattern recognition.
• Knowledge of change management practices related to system updates, process changes, and user adoption.
• Familiarity with regulatory and compliance requirements impacting Finance systems, including documentation, evidence retention, and examiner support.

Skills

• Strong analytical skills with the ability to evaluate processes, systems, and control effectiveness.
• Advanced Excel skills, including Power Query, Power Pivot, complex formulas, and automation techniques supporting large, recurring datasets.
• Strong troubleshooting and problem-solving skills with the ability to diagnose system issues, identify root causes, and implement sustainable solutions.
• Skill in process mapping, workflow analysis, and identification of inefficiencies, manual touchpoints, and automation opportunities.
• Ability to design, build, and maintain automated workflows that improve efficiency, accuracy, and scalability across Finance processes.
• Skill in system testing and validation, including developing test plans, executing user acceptance testing (UAT), and verifying results against business requirements.
• Strong documentation skills, including creation of procedures, requirements, process flows, and control documentation that support auditability and knowledge sharing.
• Effective written and verbal communication skills, including the ability to explain technical concepts to non-technical Finance users and stakeholders.
• Proficiency in tracking, prioritizing, and managing multiple requests or issues using ticketing or work-management tools.

Abilities

• Ability to independently assess Finance systems and processes and recommend improvements that strengthen controls while increasing efficiency.
• Ability to analyze large volumes of financial and system data to identify trends, anomalies, risks, and improvement opportunities.
• Ability to balance day-to-day operational support with project-based initiatives in a fast-paced, regulated environment.
• Ability to work collaboratively with Finance, IT, Risk, Compliance, and external partners to support system stability, integrations, and regulatory requirements.
• Ability to adapt quickly to system changes, new tools, and evolving Finance requirements while maintaining accuracy and control discipline.
• Ability to evaluate risks introduced by system or process changes and recommend appropriate mitigating controls.
• Ability to maintain a high degree of accuracy and attention to detail when working with sensitive financial data and system access.
• Ability to manage multiple priorities and deadlines while maintaining consistent quality and professionalism.
• Ability to clearly document and communicate issues, decisions, and outcomes to support continuity, audit readiness, and stakeholder confidence.