Accounting BSA (Business Systems Analyst)

Techaxis, Inc; West Des Moines (IA); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading technology consultancy is seeking an Accounting BSA to bridge accounting teams with IT systems. The role involves gathering requirements, supporting ERP implementations, and ensuring compliance with accounting standards. Ideal candidates possess expertise in SQL and ERP systems like SAP or Oracle, with strong analytical skills and attention to detail. The position offers a dynamic work environment focused on enhancing financial systems and processes, critical for meeting business needs.

Qualifications

• Experience with data warehouses and ETL.
• Strong understanding of accounting principles.
• Proficiency in SQL and reporting tools.

Responsibilities

• Partner with teams to gather business requirements.
• Support implementation and testing of ERP systems.
• Ensure compliance with regulatory standards.

Skills

Data analysis

SQL

Advanced Excel

Communication

Project management

Tools

SAP FI/CO

Oracle Cloud

Power BI

Tableau

Informatica

Azure Data Factory

Job description

An Accounting BSA (Business Systems Analyst) plays a crucial role in bridging the gap between accounting teams and IT or system development teams. Their primary responsibility is to ensure that financial systems and processes are aligned with business needs and regulatory requirements. Here’s a breakdown of their key responsibilities:

Requirements Gathering & Analysis

• Partner with accounting, finance, and insurance operations to gather and document business requirements.
• Analyze insurance‑specific workflows: policy administration, premium billing, claims accounting, commissions, and reinsurance settlements (ceded/assumed).
• Translate business requirements into system designs, process maps, user stories, and acceptance criteria.

System Implementation & Support

• Support implementation, configuration, and testing of ERP and insurance platforms (e.g., SAP FI/CO, Oracle Cloud, Guidewire Billing/Policy/Claims, Duck Creek).
• Design and validate system integrations between policy, billing, claims, and general ledger modules.
• Create and execute test plans (unit, SIT, UAT); manage defect triage and remediation; support change control.

Insurance Process Management

• Build and optimise accounting processes for premium recognition, unearned premium reserves (UPR), loss reserves, IBNR, claims payments, and commissions.
• Implement system logic for reinsurance (treaty/facultative; proportional/non‑proportional), bordereaux, and settlements.
• Partner with actuarial and underwriting on loss ratio, combined ratio, and reserve‑related data and reporting.

Data Integrity & Reporting

• Ensure data completeness, accuracy, and reconciliation across sub‑ledgers and the GL.
• Develop dashboards and financial/insurance KPIs (e.g., written/earned premium trends, loss & LAE, expenses).
• Support statutory and regulatory reporting (e.g., NAIC statements, Schedule P, Schedule F) and management reporting.

Compliance, Controls & Audit

• Ensure adherence to GAAP, SAP (Statutory Accounting Principles), SOX, and state insurance regulations.
• Design and maintain internal controls; support audit requests and walkthroughs for insurance‑specific areas.
• Document end‑to‑end process controls, segregation of duties, and data lineage across systems.

Cross‑functional Collaboration

• Act as a liaison between Accounting, IT, Insurance Operations, Actuarial, Underwriting, Claims, Billing, and Compliance.
• Facilitate workshops, sprint planning, and stakeholder alignment; manage expectations and timelines.

Training & Documentation

• Create and deliver training for end users on enhancements and new features.
• Maintain process documentation, configuration guides, data dictionaries, and SOPs.

Preferred

• Experience with data warehouses, ETL, and integration tools (e.g., Informatica, Azure Data Factory).
• Accounting Expertise: GL, sub‑ledgers, reconciliations, month‑end close, revenue recognition, reserves.
• Insurance Knowledge: Policy lifecycle, billing, claims, reinsurance structures, statutory reporting.
• Technical Skills: SQL, Excel (advanced), data modelling, APIs/integrations, reporting tools (Power BI/Tableau).
• Analysis & Problem‑Solving: Root‑cause analysis, process re‑engineering, control design.
• Communication & Stakeholder Engagement: Clear documentation, workshops, cross‑functional alignment.
• Strong understanding of accounting principles.
• Experience with ERP systems (e.g., SAP, Oracle, NetSuite).
• Proficiency in SQL, Excel, and reporting tools (e.g., Power BI, Tableau).
• Analytical thinking and problem‑solving.
• Communication and project management skills.