Financial Systems Analyst

Essential Duties and Responsibilities

• Financial Systems, Technology & Optimization
• Evaluate, select, implement, configure, and optimize financial and related business systems to meet evolving organizational needs.
• Serve as a subject matter expert for ECR’s financial systems, including general ledger, budgeting, forecasting, reporting, grants, and programmatic data systems.
• Understand, document, and translate business and reporting requirements into effective system configurations and solutions, in collaboration with Finance, Accounting, Programs, and IT.
• Assess software and system needs and identify enhancements, integrations, or new solutions to improve efficiency, accuracy, and access to financial data.
• Explain the benefits, risks, and potential return on investment of system changes or new implementations and make informed recommendations to leadership.
• Maintain and improve financial systems by configuring system settings, structures, and logic (e.g., chart of accounts, cost centers, allocations, reporting hierarchies).
• Develop, maintain, and document financial system processes, procedures, configurations, and internal control support materials.
• Financial Analysis, Reporting & Decision Support
• Design, build, and maintain automated forecasts, budgets, financial reports, dashboards, and models to support operational, programmatic, and executive decision-making.
• Develop custom reports to meet the requirements of finance management and staff.
• Generate and analyze financial reports that support budgeting, forecasting, variance analysis, and strategic planning.
• Build and maintain organizational budgeting and forecasting processes by leveraging automated tools and financial models.
• Analyze operational and financial data to identify trends, variances, risks, and opportunities and recommend actions to management.
• Improve financial visibility and performance by monitoring results and supporting data-driven decision-making.
• Cook with Finance & Accounting team to ensure accuracy, consistency, and efficiency in reporting and analytics.
• Systems Support, Training & Cross-Functional Collaboration
• Provide training, guidance, and ongoing support to Finance, Accounting, and program staff on the effective use of financial systems and reports.
• Serve as a liaison between Finance and IT to ensure system solutions align with business needs and technical standards.
• Provide expert knowledge and technical support related to automated financial systems and reporting tools.
• Persist with other departments to integrate financial systems with broader operational and business processes.
• Support cross-functional initiatives related to data integration, automation, and process improvement.
• Other
• Aid with internal and external audits by providing system documentation, data extracts, reports, and analytical support as needed.
• Perform special projects, analyses, and other duties as assigned in support of organizational priorities.

Education/Certification

• Bachelor’s degree in Accounting, Finance, Information Systems, Business Analytics, Computer Science, or a related field, or an equivalent combination of education and experience.

Experience Required

• Three to five (3–5) years of experience evaluating, implementing, supporting, or optimizing finance and accounting systems.
• Experience with financial reporting, budgeting, forecasting, and analytical modeling.
• Extensive computer knowledge and experience including advanced experience in Microsoft Excel, accounting software optimization, financial planning & analysis tools, business intelligence and data visualization platforms, and business process automation.
• Experience in a nonprofit, grant-funded, healthcare, education, or human services environment preferred.

Skills/Abilities

• Strong understanding of accounting and finance principles and how they are operationalized within financial systems.
• Advanced proficiency in Microsoft Excel, including complex formulas, pivot tables, data analysis, and report automation.
• Proficiency with accounting and financial planning and analysis systems, reporting tools, data extraction, business intelligence platforms, and business process automation.
• Technical aptitude to manage and analyze financial data, support system enhancements, and work with relational datasets.
• Strong analytical mindset with the ability to transform complex financial and operational data into actionable insights.
• Ability to identify system gaps or inefficiencies and implement practical, sustainable improvements.
• Excellent problem-solving, organizational, and documentation skills with strong attention to detail and accuracy.
• Effective written and verbal communication skills, including the ability to explain technical concepts to non-technical users.
• Ability to manage multiple projects and priorities and work collaboratively across departments.
• Commitment to continuous learning, process improvement, and professional development.

Vehicle/Transportation Requirements

• Valid driver’s license
• Auto insurance
• Reliable vehicle