Financial Master Data Analyst

Overview

This role supports the creation, maintenance, and governance of financial master data across necessary systems in accordance with company policies, procedures, master data processes, and the master data governance model. The Financial Master Data (FMD) Analyst also helps maintain policy-aligned approval tables, performs data and risk analysis for master data requests, and supports project implementations where FMD support is needed.

Responsibilities

• Create and maintain financial master data to support business processes, including:
  • Approval flow mapping
  • Chart of Accounts for GL Accounts and Cost Elements
  • Cost Centers and Cost Center standard hierarchy
  • Profit Centers and Profit Center standard hierarchy
  • Bank keys
  • Foreign exchange rates
  • Financial statement versions
  • Approver maintenance for Global E-Procurement tool, Legal Contracts Management tool, and invoice approval routing/reconciliation tool
• Collect and maintain master data, financial reporting mapping, and related approval mapping to support system requirements
• Evaluate and create financial master data so processes function efficiently, effectively, and in accordance with policy
• Manage requests from users for new master data and changes to existing financial master data
• Track assigned financial master data requests, prioritize according to guidelines and Service Level Agreements (SLAs), and ensure timely execution
• Maintain and update training materials, process documentation, and forms related to financial master data collection and maintenance
• Implement and maintain effective communication with key internal and external partners
• Provide master data guidance and training when appropriate
• Solve issues and scenarios of varying complexity (low, medium and high) and perform data and risk analysis following established policies and procedures
• Support and participate in master data maintenance activities related to:
  • System implementations, upgrades, enhancements, and integrations
  • Legal entity consolidations
  • Other business-driven projects requiring FMD support
• Support defined SLA adherence
• Collaborate with the core FMD virtual team on initiatives outside normal day-to-day tasks, including integration, enhancements, and business directives
• Identify process improvement opportunities
• Support ERP project implementations by coordinating with stakeholders and the business from the FMD perspective
• Support Approval & Authorizations (CFA) activities and process-related work
• Perform other duties as assigned according to FMD operational process requirements

Requirements

• Knowledge of systems and requirements relating to master data processing (forms, approvals, and policy)
• Knowledge of chart of accounts and maintenance (account types, normal balances, where and how used)
• Awareness of Hyperion or other financial reporting tools and related master data maintenance activities
• Good working knowledge of Microsoft Office Suite—particularly Excel and Outlook—and related tools
• Awareness of internal controls and mitigations (SOX Compliance)
• Awareness of U.S. Generally Accepted Accounting Principles (USGAAP)

Preferred Qualifications

• Experience in finance related industry for 2 - 4 years
• Experience in Finance, Accounting, or Financial Planning & Analysis (or a combination of experience and/or education considered)
• SAP experience
• Experience in data analytics and auditing

Skills and Abilities

• Ability to understand multi-dimensional approval matrices and translate them into system approval rules
• Ability to interpret and analyze customer requests and provide master data recommendations aligned to policy
• Ability to evaluate requests from both macro and micro perspectives to determine the best course for implementation
• Ability to work independently and as a team member
• Ability to communicate clearly, effectively, and professionally in English (verbal and written) with the core FMD virtual team and diverse global users
• Ability to collect data and perform data and risk analysis to reach logical conclusions/solutions
• Ability to identify and resolve finance master data issues quickly
• Ability to prioritize work to ensure timely delivery
• Ability to meet individual and department deadlines with minimal supervision
• Ability to plan, organize, and execute master data maintenance per established procedures
• Ability to create and manage related process documentation
• Strong organizational skills for managing requests across the globe

Education and Experience

• Minimum of a Bachelor's degree or the equivalent in experience
• 2 – 4 years of experience

Language Skills

• English B2 minimum
• Portuguese is a plus
• Ability to read and interpret complex business and/or technical documents
• Ability to write business correspondence in English
• Ability to work with groups across departments and communicate known concepts
• Ability to present to a group

Compensation & Benefits

• Competitive salaries and benefits
• Inclusive environment

Location

Remote work; Costa Rica (Upjohn Export B.V. sucursal Costa Rica)

Equal Opportunity

Equal Opportunity Employer