Systems & Data Integration:
- Serve as the finance team’s point person across ERP, EPM, and reporting systems, understanding how data moves between them and keeping connections reliable.
- Help finance teams navigate system updates, upgrades, and implementations, supporting users through the change and minimizing disruption to close, planning, and reporting cycles.
- Investigate and resolve data discrepancies between systems (e.g., ERP vs. EPM), identify root causes, and put controls in place to prevent recurrence.
- Partner with IT and outside consultants to define requirements for finance systems and integrations, translating finance needs into technical terms.
- Support FP&A functions, including budgeting, forecasting, and recurring reporting, by maintaining the data structures and system connections they rely on.
Automation & Reporting:
- Build and maintain Power Query solutions that automate data extraction and transformation, replacing manual processes and reducing errors.
- Develop and enhance reports, dashboards, and models (Excel, Power BI) that support timely decision-making by finance leadership.
- Apply SQL, VBA, and similar tools where appropriate to streamline data workflows and expand reporting capabilities.
- Design and document reports and models so they can be maintained and used by others on the team.
Process Improvement:
- Identify opportunities to improve finance processes and lead initiatives to implement best-in-class practices across systems and workflows.
- Collaborate closely with the Director of FP&A, IT, Operations, and consultants to resolve complex issues impacting financial systems, reporting, and strategic initiatives.
- Train and support colleagues on new tools and processes, helping teams adopt system changes with confidence.
- Over time, lead the team’s process improvement efforts within finance.
Additional Duties and Responsibilities:
The above statements describe the general nature and level of work being performed in this job. They are not intended to be an exhaustive list of all duties and indeed additional responsibilities may be assigned, as required by management.