Sr. Financial Systems Analyst

Sr. Financial Systems Analyst – High‑Visibility ERP Modernization Project – Direct line to finance leadership – Competitive base + bonus

About the role

Our client is a well-established, private equity-backed manufacturer in the advanced technology space, with decades of history and a reputation for precision engineering. The company is in the middle of a significant digital transformation — modernizing its core financial systems for the first time in over a decade — as part of a broader push to scale operations and position itself for future growth.

• Own a real mix of work — financial process improvement, executive reporting/BI, and a ground-floor seat in a major ERP modernization, not a narrow, single-lane role
• High-visibility seat that reports directly into senior finance leadership, with cross-functional influence over how systems and processes evolve
• A genuine blend of finance and technology — hands-on work with Microsoft Fabric, Power BI, and SQL, not just spreadsheets
• Stability plus growth — a private-equity-backed company investing heavily in its future, with room for this role to expand into broader systems/finance leadership post-implementation
• Collaborative, tenured leadership across Finance and IT, genuinely invested in this hire's success
• A “build it, don't just run it” opportunity inside an otherwise established company

Responsibilities

• Financial System Process Optimization – Analyze, document, and continuously improve processes including customer invoicing, collections, cash application, month-end close, and revenue recognition; support cycle optimization including vendor onboarding, purchase order management, invoice processing, and payment workflows; identify automation opportunities across financial processes, leveraging ERP capabilities and RPA tooling to reduce manual effort and cycle times; collaborate with AP, AR, and Procurement teams to resolve process breakdowns and escalations.
• Reporting, Analytics & Business Intelligence – Develop and maintain executive-level financial dashboards and operational reporting for executives and business function leaders, using Power BI integrated with Microsoft Fabric; build and validate financial models, variance analyses, and ad hoc reports to support FP&A, month-end close, and business reviews; partner with Accounting, FP&A, and Treasury teams to automate recurring reporting packages and reduce manual data extraction activities.
• Financial Systems & Data Platform Design – Design, develop, and maintain financial data pipelines within the Microsoft Fabric ecosystem (Data Factory, Synapse Analytics, Power BI, OneLake); partner with Finance and IT leadership to architect scalable reporting and analytics solutions leveraging the data platform; administer and optimize integrations between the data platform and ERP systems; ensure data integrity, lineage, and governance across all financial data assets.
• ERP Administration & Optimization – Support day-to-day administration, configuration, and enhancement of the current ERP for the Finance organization; support ERP upgrade, migration, and module implementation projects, coordinating between Finance, IT, and external vendors; support training of the Finance team and documentation of processes and procedures during the ERP transition; troubleshoot ERP system issues and drive root-cause resolution across financial modules (GL, AR, AP, Fixed Assets, Cost Accounting); document system configurations, workflows, and business process maps to support SOX compliance and audit readiness.
• Technical Development & Integration – Maintain SQL queries, stored procedures, and data views to support reporting and data extraction; support API integrations between ERP systems, financial data platforms, and third-party applications (e.g., banking portals); participate in system testing (UAT), data validation, and cutover activities for ERP implementations and upgrades.
• Stakeholder Engagement & Project Delivery – Serve as a trusted functional advisor to Finance leadership on system capabilities, process improvements, and technology roadmap decisions; translate complex business requirements into detailed functional and technical specifications; manage concurrent workstreams and deliverables within a project management framework (Agile or Waterfall); prepare and deliver clear, concise executive-level status updates and findings presentations.

Requirements

• Education – Bachelor's degree in Finance, Accounting, or a related field; CPA, CMA, or a relevant technology certification (e.g., Microsoft Dynamics 365 Finance Functional Consultant) is a plus, not required.
• Experience – 5+ years of experience in financial systems analysis, ERP implementation, or finance technology consulting; strong understanding of end-to-end Order-to-Cash (O2C) and Procure-to-Pay (P2P) processes and their system dependencies; strong understanding of key accounting concepts: journal entry development, standard costing, accruals, revenue recognition; hands-on experience with Microsoft Fabric (Data Factory, Synapse Analytics, OneLake, Power BI Premium); proven experience with Microsoft Dynamics 365 Finance & Operations (F&O) — functional configuration, module administration, and/or implementation; prior experience in an advanced manufacturing, electronics, or high-tech industry preferred.
• Technical Skills
  • Data platform: Data pipelines, Power BI semantic models, OneLake governance
  • ERP: Dynamics 365 F&O (required), Microsoft Great Plains (preferred)
  • Programming: Python (data manipulation, automation, pandas/numpy), SQL (T-SQL, complex queries, stored procedures)
  • Reporting & BI: Power BI (DAX, Power Query, dataset management), SSRS, Excel (advanced, including Power Query and Power Pivot)
  • Integration & automation: REST APIs, ODATA, Logic Apps, Power Automate
  • Data & governance: Data modeling concepts, ETL/ELT pipelines, data lineage, master data management (MDM)
  • Version control: Git-based source control for code and configuration management
• Preferred Qualifications
  • Experience supporting financial systems in a specialty or advanced manufacturing environment (fab, fabless, or contract manufacturing settings)
  • Working knowledge of Microsoft Great Plains (GP) — chart of accounts, GL consolidations, and reporting
  • Familiarity with manufacturing-specific financial considerations: inventory valuation, yield/cost accounting, and intercompany transfer pricing
  • Knowledge of Azure cloud services relevant to financial data: Azure Data Lake, Azure Synapse, Azure DevOps
  • Project management certification (PMP, PRINCE2, or SAFe Agile) is a plus

Pay

Salary: $120,000 - $140,000 per year