Sr. Financial Systems Analyst + High-Visibility ERP Modernization Project + Direct Line to Finance Leadership + Competitive Base + BonusThis Jobot Job is hosted by: Chelsea Piekarski
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Salary: $120,000 - $140,000 per year
A bit about us: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.
Why join us?- 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
Job DetailsFinancial 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, 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
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
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