Financial Systems Manager

Overview

This position is responsible for managing agency and financial systems—including Epic, Concur, JDE, and related reporting tools—and for ensuring effective testing, integration, conversion, support, and reporting of those financial systems.

The role also serves as a key liaison to Applied Systems and other vendors for finance and accounting needs, including product design, reporting, and production support. In addition, the position manages system processes for accounting support, including production support for accounting issues and follow-up/tracking with Applied Systems.

Responsibilities

• Manage testing, integration, conversion, support, and reporting for finance and accounting systems (including Epic, Concur, JDE, and related reporting tools)
• Serve as liaison to Applied Systems and other vendors for finance and accounting aspects, including product design, reporting, and production support
• Manage production support for accounting issues and handle follow-up/tracking with Applied Systems
• Gather and document reporting requirements based on agency management system data and related systems
• Proactively lead and coordinate tasks for conversions in support of the merger and acquisition integration team
• Manage staff by providing direction, setting goals, and ensuring overall department goals are attained

Requirements

• Bachelor’s degree (Accounting/Finance)
• Minimum 8 years general accounting experience and/or minimum 6 years of insurance brokerage accounting experience
• Strong accounting process knowledge and understanding of G.A.A.P.
• Excellent Microsoft Excel skills, including advanced formula usage

Preferred Qualifications

• Minimum 6 years supervisory experience
• Exceptionally strong analytical and problem-solving skills

Behavioral Qualifications

• Ability to motivate, influence, and lead others
• Self-direction and inner drive to achieve timely and accurate results
• Demonstrated customer service focus

Compensation & Benefits

• Competitive compensation
• Comprehensive benefits programs designed to support well-being
• Career development opportunities and ongoing learning
• A collaborative, people-first culture with accessible leadership
• The opportunity to do meaningful work with global reach and local impact

Location

Not specified

Equal Opportunity Statement

Affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled).