Financial Systems Analyst

Patricia Wesson with Robert Half is searching for a Financial Systems Analyst to support and improve financial systems operations for an education organization. This position plays a central role in helping teams use enterprise applications effectively by providing guidance, building reporting solutions, and strengthening day-to-day system performance.

The role also partners with stakeholders across finance, payroll, human resources, and technology to enhance processes, maintain data reliability, and support informed business decisions. This is a fantastic opportunity for candidates with strong accounting acumen who are looking to make a pivot into a more technical role.

Responsibilities

• Act as the lead functional resource for financial enterprise applications, assisting users across departments with troubleshooting, guidance, and clear process documentation.
• Administer system permissions, role assignments, and workflow settings to support secure access and efficient business operations.
• Produce reports, queries, dashboards, and data extracts that help leadership and staff evaluate performance and make informed decisions.
• Work with cross-functional teams to review current procedures, identify manual inefficiencies, and recommend automation or workflow improvements.
• Collaborate with internal technology teams and external software partners on upgrades, interfaces, testing activities, and rollout of new system capabilities.
• Coordinate and execute user acceptance testing for enhancements, integrations, and configuration changes to confirm reliability and data accuracy before release.
• Monitor connections between finance platforms and third-party applications, resolving issues that affect data flow, timeliness, or system stability.
• Maintain core financial system structures such as funds, accounts, organizational codes, project values, and related segments required for reporting and processing.
• Deliver training for new and existing employees on financial system processes and standard procedures to promote consistent adoption across the organization.
• Support budgeting, forecasting, financial analysis, and special projects, including oversight responsibilities when assigned.

Qualifications

• Bachelor’s degree in information systems, accounting, business, public administration, or a related field, or an equivalent combination of education and relevant experience.
• At least five years of experience supporting, administering, or working with ERP, financial, payroll, or related enterprise systems; ability to learn new platforms quickly is essential.
• Solid knowledge of operational and accounting processes within areas such as finance, human resources, payroll, accounts payable, general ledger, and billing.
• Experience providing end-user assistance, training, and written documentation for non-technical audiences in a detail-focused setting.
• Hands-on background with system integrations, workflow configuration, reporting tools, and testing activities within enterprise environments.
• Familiarity with fund accounting, grant accounting, governmental accounting, or public sector finance practices is strongly preferred.
• Proficiency in reconciliations, journal entries, month-end processes, and financial data review to support accurate reporting and system integrity.