Senior Financial Systems Manager

About the role

This position has responsibility for all accounting financial systems and works directly with the Finance department managers, supervisors, and staff to support and further automate the firm’s financial systems. The role has broad responsibility for the functional management of the firm’s financial information systems, ensuring proper implementation, effective and efficient operation, data integrity, security, and staff training. This position serves as the liaison between Finance and IT, representing the Finance team in related meetings, and coordinates efforts with external vendors and consultants.

Responsibilities

• Lead and manage projects and the system development life cycle; review, clarify, and/or test deliverables prepared in conjunction with the finance team before providing the final product to stakeholders.
• Work with Finance to define requirements, conduct needs analysis, determine project specifications, identify solutions, and implement recommendations.
• Work with Directors, Managers, Stakeholders, and end users to create, implement, and document project specifications, project plans, and business processes with an emphasis on developing efficient procedures to increase productivity.
• Update, modify, test, and/or repair existing software systems and propose innovative solutions to problems.
• Provide functional and technical analysis and documentation related to the design, development, and implementation of software systems and reports.
• Develop test strategies, tools, and systems; oversee, design, track, and safely introduce modifications to the systems.
• Maintain and support existing Finance and Accounting applications.
• Act as liaison between the Finance and Technology departments and vendors/consultants.
• Learn related tables/data structure and all aspects of the financial and related systems.
• Design and perform ad hoc queries, financial and operational reporting, and analysis.
• Maintain working knowledge of system associations and data logic flow.
• Create or update and test functional specifications for new or modified reports and applications.
• Apply accounting and auditing principles and techniques to ensure data integrity, internal controls, and audit trails are maintained throughout all applications.
• Ensure data integrity and accuracy across all financial applications, inquiries, ad-hoc reporting, and systems.
• Keep abreast of changing and emerging technologies which support and enhance business operations and present to appropriate members of the finance department.

Qualifications

• Bachelor’s degree in Accounting, Finance, or Information Systems required.
• 7+ years of related experience is required.
• Must have project and group leadership experience; Project Management Professional (PMP) certification is a plus.
• Strong accounting/systems skills including accounting principles, financial analysis, and common accounting terminology.
• Ability to train new users of the financial systems and continuously improve documentation and process flows.
• Strong MS Office skills, including Excel VBA; experience with relational databases, data validation, and report writing (SQL (SSRS), Power BI, and financial data systems preferred).
• Must be well organized, work independently, comprehend business requirements, and proactively identify systems and reporting capabilities to address those requirements.
• Ability to work independently and collaborate with creativity and vision.
• Proactive with demonstrated troubleshooting, problem resolution, and follow-through skills to manage multiple and diverse projects simultaneously in a fast-paced, detail-oriented work environment.
• Excellent communication (verbal and written) and interpersonal skills, with an ability to effectively communicate with both business and technical teams.

Benefits

• Generous total compensation package with bonuses and raises awarded in recognition of individual merit-based performance.
• Comprehensive benefit program including health and wellness plan, life and disability insurance, flexible spending accounts, and a health savings account.
• 401(k) plan and profit-sharing plan.
• Substantial Paid Time Off (PTO) program.