Lead Analyst, Finance Systems

Provides hands-on functional support for existing production finance systems and executes new implementation activities for Oracle Fusion ERP and other finance applications. Serves as the day-to-day expert for business process execution, system testing, training delivery, and user support.

Responsibilities

• Functional execution in Oracle Fusion workstreams (Procure to Pay, Record to Report, Quote to Cash, Project to Close) based on requirements defined by teams.
• Document business processes, system workflows, and functional specifications for current-state and future-state operations.
• Ensure proper functional setup including chart of accounts, calendars, ledgers, business units, payment terms, tax rules, and approval hierarchies.
• Partner with IT Infrastructure on integration testing for Salesforce CRM, Workday HRIS, and third-party applications.
• Troubleshoot functional issues, research support documentation, and coordinate with Oracle support for complex problems.
• Provide functional support for Oracle EPM Cloud (PBCS, FCCS, Planning) including user setup, dimension maintenance, and troubleshooting planning/budgeting issues.
• Support Apex application rollout including functional testing and user training for finance-specific workflows and data collection forms.
• Coordinate testing for integrations between Oracle Fusion, EPM, and Apex applications, ensuring data accuracy and process alignment.
• Support finance transformation projects through functional configuration, testing coordination, training delivery, and capitalization documentation; assist with capex and opex reporting requirements.
• Develop comprehensive test scripts for unit testing, integration testing, and user acceptance testing (UAT) covering all Oracle Fusion workstreams and business scenarios.
• Coordinate UAT execution including tester recruitment, sandbox environment setup, test data preparation, and daily stand-ups during testing windows.
• Manage defect tracking using project management tools (Jira, Smartsheet) with clear documentation, priority assignment, and timely resolution; document test results and obtain UAT sign-offs for audit compliance.
• Execute regression testing after Oracle quarterly updates to validate existing functionality and identify impacts from new features.
• Design role-based training curriculum aligned with job responsibilities (AP Processor, AR Specialist, GL Accountant, Financial Analyst, Manager Approver, etc.).
• Create and maintain training materials as evergreen content including user guides, quick reference cards, video tutorials, sandbox exercises, and FAQs.
• Deliver live training sessions (virtual and in-person) for end users across all geographies and business units, including train-the-trainer sessions and post-training office hours for additional support.
• Support existing production finance systems (Oracle Fusion, EPM, Apex, and other applications) including daily troubleshooting, user support, and system maintenance.
• Provide hypercare support during go-live stabilization periods (first 90 days post-implementation), including extended hours and weekend availability.
• Serve as functional support for end users, troubleshooting Oracle Fusion issues and escalating to IT when necessary; monitor usage patterns, adoption metrics, and support tickets to identify training gaps.
• Maintain strong relationships with business stakeholders, serving as trusted advisor for Oracle Fusion capabilities and best practices.
• Document end-to-end business processes using process flow diagrams, RACI matrices, and written procedures for all finance workstreams; maintain functional knowledge base including configuration decisions, business rules, and troubleshooting guides.
• Identify opportunities for process improvement, automation, and adoption of new Oracle Fusion features introduced in quarterly updates.
• Partner with Accounting SMEs to gather feedback on pain points, bottlenecks, and enhancement requests for prioritization.
• Use LLMs (GPT, Claude, Gemini) as daily productivity tools for creating test scripts, training materials, user documentation, and process guides; leverage AI to accelerate UAT preparation including test case generation and defect analysis.
• Collaborate with Senior Data & AI Analyst to validate AI agent outputs, provide user acceptance feedback, and support deployment by creating training materials for AI-enhanced workflows.

Requirements

• Bachelor's degree in Finance, Accounting, Information Systems, or related field.
• 4-6 years of experience in finance systems, ERP implementation, or business process analysis.
• Hands-on experience with Oracle Fusion Financial Management (or Oracle EBS, PeopleSoft, SAP, NetSuite, or comparable ERP).
• Experience coordinating UAT, developing test scripts, and managing defect resolution for ERP implementations.
• Experience designing and delivering end-user training for finance systems or business applications.

Skills

• Strong understanding of financial accounting processes including Procure to Pay, Quote to Cash, Record to Report, and Project to Close.
• Working knowledge of Oracle Fusion functional configuration (setup tables, value sets, approval rules, reporting trees).
• Proficiency with Oracle Fusion reporting tools (OTBI, BIP, Smart View, FBDI) for data extraction and analysis.
• Experience with testing tools and methodologies (test case design, traceability matrices, defect management, regression testing).
• Strong Excel skills for data analysis, validation, and reporting; familiarity with SQL is a plus.
• Working knowledge of Oracle EPM Cloud (PBCS, FCCS, Planning) or comparable budgeting/planning platforms.
• Experience supporting Oracle Apex or low-code application platform rollouts and testing.
• Understanding of capex vs. opex accounting and finance project capitalization requirements.
• Exceptional written communication skills with ability to create clear, concise, user-friendly documentation for diverse audiences and translate technical jargon into business language.
• Strong presentation and facilitation skills for delivering engaging training sessions to groups of varying technical abilities.
• Patient, supportive coaching style with ability to explain complex system functionality in simple terms.
• Active listening skills and empathy for user challenges during system transitions and go-live events.
• Working knowledge of LLM capabilities (GPT, Claude, Gemini) and experience using AI tools for productivity and content creation; willingness to experiment with new capabilities and interest in emerging finance technology trends.
• Basic understanding of AI agent concepts and ability to collaborate with technical teams on AI solution validation.
• Detail-oriented and quality-focused with commitment to accuracy in all deliverables.
• Self-starter who takes initiative to identify and solve problems proactively.
• Flexible and adaptable in fast-paced, changing environments with competing priorities; team player with collaborative mindset.
• Customer-service orientation with focus on end-user experience and satisfaction.

Physical Demands

• Ability to work in an office environment (Constant).
• Required to sit and stand for long periods; talk, hear, and use hands and fingers to operate a computer and telephone keyboard (Frequent).

Pay

The salary range for this role is $101,000 - $154,000.

Benefits

• Medical, dental, and vision coverage.
• 401K with company matching.
• 9/80 work schedule.
• Paid holiday shutdown.

This position requires access to information subject to compliance with the International Traffic Arms Regulations (ITAR) and/or the Export Administration Regulations (EAR). Applicants must qualify as a U.S. person under ITAR and EAR, or be eligible for an export license. A U.S. person is defined as a U.S. citizen, U.S. lawful permanent resident (green card holder), or protected individual such as a refugee or asylee.