Financial Application Support Specialist

Responsibilities

• Provide day-to-day support for Deltek Vantagepoint users and related financial applications.
• Troubleshoot and resolve application issues, escalating to vendors when appropriate.
• Support user setup, security roles, permissions, and system administration tasks.
• Assist with system upgrades, testing, patches, and new feature deployments.
• Create and maintain user documentation, training materials, and support procedures.
• Run recurring and ad hoc reports for Finance, Accounting, Operations, and Leadership teams.
• Analyze and validate data to ensure accuracy and completeness.
• Assist with report development, maintenance, troubleshooting, and distribution.
• Support reporting initiatives using Deltek, SQL Server, SSRS, Excel, and other reporting tools.
• Support business processes related to: Project Accounting, Accounts Receivable, Accounts Payable, Billing, Expense Management, Timesheets and Labor Reporting, Revenue Recognition.
• Assist users with troubleshooting financial transactions and workflow issues.
• Partner with Accounting and Finance teams to improve process efficiency and data quality.
• Support cash application, collections, and accounts receivable systems.
• Assist with cash application processing, reconciliation, customer account maintenance, and reporting.
• Troubleshoot integration and data issues between ERP, banking, and cash application systems.
• Support collections reporting, customer master data maintenance, and related AR processes.
• Perform and support data imports, exports, and data conversion activities.
• Validate imported data and resolve import-related errors.
• Assist with data mapping and integration efforts between ERP, CRM, and third-party applications.
• Support ongoing data governance and system maintenance initiatives.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business, Information Systems, Computer Science or related field, or equivalent experience.
• 2-5 years of experience supporting ERP, CRM, or financial business applications.
• Working knowledge of accounting and financial processes.
• Experience supporting end users in a business application environment.
• Experience supporting Deltek Vantagepoint or Deltek Vision.
• Advanced Microsoft Excel skills, including Power Query, Pivot Tables, VLOOKUP/XLOOKUP, Importing and manipulating large datasets.
• Strong analytical, troubleshooting, and problem-solving skills.
• Excellent verbal and written communication skills.
• Strong customer service orientation and ability to work with users at all levels of the organization.

Skills

• Experience supporting cash applications, collections, or accounts receivable platforms.
• Knowledge of project-based accounting and professional services organizations.
• Experience with reporting and business intelligence tools.
• Experience working in professional services, engineering, consulting, or acquisition-driven organization.
• Exposure to system integrations, workflow automation, or financial reporting tools.
• T-SQL / SQL Query Writing
• SQL Server Reporting Services (SSRS)
• SQL Server Databases
• Data Import/Export Tools
• ODBC Connectivity
• ETL and Data Integration Concepts
• API Integrations, Web Services/Web Hooks.
• Microsoft Office Suite
• Customer Service Focus
• Financial Systems Knowledge
• Data Analysis & Reporting
• Attention to Detail
• Critical Thinking
• Process Improvement
• Communication & Collaboration
• Time Management
• Problem Solving

Benefits

Competitive benefits package including health, dental, vision, and 401(k).