Financial Systems Analyst
Insight Global
This role sits at the intersection of tax, technology, and process improvement. The specialist will partner closely with the VP of Tax and key stakeholders across Finance and IT to observe, assess, and enhance existing tax processes. The primary focus is on making tax data and workflows more visible through automation, dashboards, and analytics-enabling more accurate compliance, stronger controls, and executivelevel insights. This role is a new position with tons of visibility and room to shape the long term direction to either a tax/ tech hybrid role or a broader tech path.
In this role, the individual will evaluate two primary tax products and provide recommendations on tools such as Lock Splash, while leveraging available solutions including Power Suite, Alteryx, and CorpTax (commonly used in public accounting and Big Four environments). The outcome of this work will be improved transparency, efficiency, and decisionmaking across the tax function.
Key Responsibilities
Assess and document endtoend tax processes to identify inefficiencies and improvement opportunities
Improve tax workflows through technology enablement and automation
Identify and implement automation solutions to enhance accuracy, timeliness, and data integrity
Design, build, and standardize tax dashboards and analytics to support compliance and reporting
Partner with the VP of Tax to develop executivelevel reporting and presentation materials
Extract, transform, and analyze tax data to support tax positions, workpapers, and reporting
Support federal and state tax compliance, provisions, and effective tax rate calculations
Develop tools and reporting to monitor subsidiary margins and support transfer pricing analysis
Collaborate with IT and Finance teams to improve system integrations and data flow
Provide data and analytics support for audits and tax authority inquiries
Train and support internal u on tax systems, tools, and reporting platforms
Assist with tax planning, modeling, and special transactions as needed
Provide input and recommendations on tax technology solutions, including Lock Splash
Required Skills & Experience Must Haves
- Bachelor's degree in Accounting, Information Systems, Finance, Business Analytics, Data Analytics or related field
- 3+ years of experience in a systems, analytics, automation, or process-improvement role
(Finance, accounting, tax, IT, or enterprise systems environment)
- Handson experience with analytics, reporting, or workflow automation, such as:
Power BI
Power Automate
Alteryx
Tableau or similar BI tools
- Ability to create or modify workflows, automate manual processes, and improve data visibility
- Strong capability to extract, manipulate, and analyze data across multiple systems
- Comfortable partnering crossfunctionally with Tax, Finance, IT, and senior leadership
- Clear communicator who can explain technical concepts to nontechnical stakeholders
- Strong Excel and Microsoft Office skills (data analysis, reporting, templates)
- Experience working with, supporting, or integrating data from ERP or enterprise systems
(Oracle strongly preferred but not required)
Nice to Have Skills & Experience Plusses
- Experience with Oracle (power user), SAP, or similar ERPs
- Exposure to CorpTAX, Hyperion, Essbase, or Smart View
- Prior experience supporting:
Tax compliance
Provisions
Transfer pricing
- Dashboard development for executive-level reporting
- Experience supporting audits or regulated environments
- Background in manufacturing or technology companies
Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.
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