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Senior Financial Systems Analyst

Company DescriptionAbout Edelman Financial EnginesSince 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all American investors — not just the wealthy — deserve access to personal, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisor, recognized by both InvestmentNews[1] and Barron’s[2] with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage over $181 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.For more information, visit EdelmanFinancialEngines.com and FinancialEngines.com.© 2019 Edelman Financial Engines™, LLC All rights reserved. All advisory services provided by Financial Engines Advisors L.L.C. Financial Engines Advisors does not guarantee future results.1 Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/).2 The Top 40 Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.[1] Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/);[2] The Top 40 Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.Job DescriptionThis person will be responsible for supporting the financial systems including the ongoing integration across multiple accounting systems and the development of processes, controls and reporting. Specifically, this person needs to have a good exposure to NetSuite, Concur and reporting systems in general. He should be able to run queries, extract and load data and generate user reports as needed.Responsibilities:• Good understanding and exposure to one or more of the following systems and the interfaces with financial systems: Oracle NetSuite, Concur AP and T&E• Capable of providing support to the user community in running queries, loading data, generating new reports, closing financial systems• Responsible for maintaining user roles, privileges and administration work and security functions• Responsible for maintaining the financial systems configuration design and related documentation• Develop and validate requirements for changes, updates to financial systems including the support of upgrades and testing of the changes. Assist with proposal work and evaluation of responses.• Assist with training and development of training materials, as relevant to the role and support provided• Good exposure to internal controls and SOX testing, security and governance• Understanding and support of underlying subsystems as it interfaces with GL including Revenue & Billing, Procurement and AP, Payroll, T&E, FA, Blackline, consolidation and reporting systems• Interfaces with external auditors and assists with providing information including data extracts, reports as needed• Manages workload efficiently and support the peak periods for Close and Consolidation, FP&A, AP, AR and Billing• Team player across departments.QualificationsRequirements:• Bachelor of Science in Business Administration or Computer Science with exposure to finance or finance systems and processes• Minimum 5 years’ experience with Finance Systems, processes and controls required• Exposure to SOX, internal controls and consolidation processes• Financial services and/or Technology industry experience preferred• Experience in, or exposure to, subsystems such as Oracle NetSuite, Concur T&E and AP, UltiPro HR, Client billing systems, MS Dynamics SL, Fixed Assets System• Excellent written and oral communication skills.• Strong aptitude for financial systems and proficiency in Microsoft Office, especially Excel.• Detail-oriented with strong analytical and interpersonal skills.• Positive attitude and team player• Must be comfortable independently evaluating a situation, exercising judgment, and independently making decisions.• The Senior Financial Systems Analyst identifies and resolves problems in a timely manner and gathers and analyzes information skillfully.• Position requires high level of responsibility regarding confidential information.Submit Resume:https://app.jobvite.com/j?aj=o8a58fwf&s=SmartRecruitersAdditional InformationAll your information will be kept confidential according to EEO guidelines.

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For more than 30 years, Edelman Financial Engines has been committed to moving the financial lives of millions of people forward. We were founded on the belief that everyone deserves access to financial help delivered in their best interests – alw...

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Full-time, on-site
DATE POSTED
September 20, 2024

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