Overview
This role supports consumer finance planning, reporting, and financial systems administration. The organization is seeking a Sr. Financial Systems Analyst whose primary responsibility is day-to-day administration of OneStream, with primary support for the FP&A and Accounts Payable teams.
This position maintains OneStream Planning (including forms, business rules, and data management jobs), keeps OneStream reports and dashboards accurate and current, and ensures integrations occur in a timely and accurate manner while troubleshooting data integration and load issues.
The Financial Systems team administers OneStream and Microsoft Dynamics SL, which is being transitioned to Microsoft Dynamics 365 Business Central, JAMS, and integrations with other source systems. This role will cross-train on these applications and may take on additional administrative duties as workload permits.
Responsibilities
- Serve as the primary systems support resource for the FP&A team, including planning, budgeting, and forecasting processes.
- Serve as the primary systems support resource for the Accounts Payable team and its processes.
- Administer OneStream Planning, including maintaining forms, business rules, and data management jobs.
- Maintain OneStream reports and dashboards by:
- Building new content
- Enhancing existing content
- Using SQL to support reporting and data validation
- Resolve data integration and load issues within the tools.
- Support the monthly close process.
- Provide recommendations based on best practices; evaluate requirements; develop designs; and implement application changes.
- Develop training materials and provide end-user training as needed.
- Perform unit testing, system testing, and user acceptance testing for fixes, enhancements, projects, and upgrades.
- Manage application security.
- Act as a liaison between Finance and IT groups.
- Complete special projects and other duties as assigned.
Requirements
- Bachelor’s degree in accounting, Finance, or Information Systems.
- 5 years of hands-on OneStream administration experience, preferably including Planning, reports and dashboards, and data integrations.
- Working knowledge of FP&A processes, including planning, budgeting, and forecasting, as well as Accounts Payable processes.
- Strong SQL skills required for querying, validating, and troubleshooting financial data; advanced SQL skills are preferred.
- Advanced Microsoft Excel skills.
- Ability to work effectively in a fast-paced, dynamic, and data-intensive environment.
- Strong written and verbal communication skills, including the ability to interpret, synthesize, and communicate information to stakeholders and team members.
- Strong attention to detail, analytical skills, and a hands-on approach.
Preferred Qualifications
- Banking or financial services industry experience.
- General ledger experience with systems such as Microsoft Dynamics SL, Microsoft Dynamics 365 Business Central, Oracle, or PeopleSoft.
- API integration experience.
- Experience using AI tools to accelerate work (e.g., SQL development, documentation, or data analysis) with the judgment to validate AI-generated output for accuracy.
Compensation & Benefits
- Base Salary: $90,000 - $115,000 USD
- This base salary range represents the low and high end of the anticipated salary range for this position based on the U.S. average. The actual base salary offered will be determined by factors including location, skills, knowledge, competencies, and experience.
- Benefits (starting on day one for full-time salaried employees):
- Flexible Paid Time Off Program
- Medical, Dental, Vision
- Life Insurance, Disability
- Other voluntary coverages
- 401k program participation: starting on the first of the month following 30 days of employment with a company match.
Location
US-based hires (E-Verify participation is required for US-based hires).