Sr. Financial Systems Analyst

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 Details

Financial 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

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