ERP Financial Systems Administrator

Trinity Consultants; United States; On-site; USD 90,000 - 130,000; Full time

Job summary

Trinity Consultants seeks an ERP/Financial Systems Administrator to join the ERP/CRM systems team. The role blends accounting and financial-process knowledge with hands-on support, configuration, and administration of Deltek Vantagepoint, Deltek Vision, and related applications.

You will drive data integrity, deliver dashboards and reports, train users, and implement system changes to support project accounting, billing, and general ledger activities while maintaining strong financial controls.

Qualifications

• Bachelor's degree in a related field.
• 5+ years supporting an enterprise ERP system.
• 3+ years with Deltek Vision or Deltek Vantagepoint preferred.

Responsibilities

• Respond to employee requests and provide training on applications.
• Implement design changes and data integrations; support data analysis and acquisitions data loading.
• Maintain system security and configuration; develop dashboards and workflows for finance and accounting.
• Provide Deltek Vantagepoint support to accounting, billing, project financial management, and related processes.
• Audit and manage Deltek security roles with attention to segregation of duties.
• Lead discovery calls and data extraction/ loading for acquisitions; ensure data integrity.
• Collaborate with stakeholders on financial processes and reporting while maintaining controls and auditability.

Skills

Accounting principles

Financial reporting

Data analysis

Excel proficiency

Communication skills

API & AI connections

Education

Bachelor's degree in accounting/finance/related field

Tools

Deltek Vision

Deltek Vantagepoint

Microsoft Excel

Job description

The ERP/Financial Systems Administrator combines accounting and financial-process knowledge with hands-on support, configuration, and administration of Vantagepoint, PIM, and other applications. As a member of Trinity's ERP/CRM systems team, the Administrator serves as a key resource for accounting operations, system functionality, data integrity, reporting, process improvement, and end-user support.

DUTIES AND RESPONSIBILITIES

• Responds to employee requests, resolves issues, supports reporting and other functional uses of the applications, and prepares and delivers training to employees.
• Implements application design changes and system integrations, performs data analysis and management, and supports or manages the integration of acquired firm data.
• Conducts overall system maintenance, including security and configuration, and develops business-process workflows and dashboard solutions that support finance and accounting needs.
• Provide Deltek Vantagepoint technical and functional support to employees, with particular emphasis on accounting, billing, project financial management, and related business processes.
• Troubleshoot and provide resolution to issues within Deltek Vantagepoint
• Collaborate with other Deltek team members to accomplish objectives, including:
• Perform data-integrity reporting, analysis, validation, and cleanup, with particular attention to financial, project accounting, billing, accounts receivable, and related information.
• Design, develop, test, and implementation of workflows.
• Create, validate, and maintain dashboards and reports.
• Create and modify user-defined components.
• Conduct system administration and maintenance tasks.
• Audit and manage Deltek security roles, with special attention to segregation of duties.
• Identify areas for improvement and functionality enhancements.
• Support integration of acquired firms into Vantagepoint by leading discovery calls, coordinating data extraction, transformation, and loading processes and other integration activities.
• Partner with Accounting, Finance, project leadership, and other stakeholders to understand business requirements and support the design, testing, and implementation of financial processes and system functionality- including project setup, time and expense entry, billing, accounts receivable, revenue recognition, general ledger integration, and financial reporting- while maintaining appropriate financial controls, data accuracy, and auditability.
• Create and maintain documentation and controls for system configuration changes, accounting workflows, user security updates, issue resolutions, and procedures, and protect the confidentiality of financial, accounting, payroll, and employee information.
• Stay current on Deltek product updates and new releases; assess their financial-process impact and coordinate appropriate testing and adoption.
• Provide exceptional internal customer service, communicate issue status and business impact clearly, and deliver guidance and training to employees.

REQUIRED EDUCATION AND EXPERIENCE

• Bachelor's degree in accounting, finance, business administration, information systems, computer science, or a related field; an equivalent combination of education and relevant experience may be considered.
• Five or more years of experience supporting another enterprise ERP application, including responsibility for accounting or financial-process functionality is required.
• Three or more years of experience supporting Deltek Vision and/or Deltek Vantagepoint is preferred.

REQUIRED SKILLS/ABILITIES

• Working knowledge of accounting principles and the financial processes supported by an enterprise resource planning system, including project accounting, billing, accounts receivable, revenue recognition, general ledger activity, financial reporting, and internal controls.
• Experience working in an architectural, engineering, environmental, consulting, or other professional services firm, including familiarity with project-based accounting and financial operations, is preferred.
• Strong analytical skills, including experience manipulating, reconciling, validating, and interpreting financial and operational data for imports, reporting, troubleshooting, and decision support.
• Proficiency with Microsoft Office applications, particularly Excel, including formulas, lookup functions, pivot tables, data validation, reconciliation, and financial analysis.
• Excellent oral and technical written communication skills.
• Familiarity with APIs and AI connections to business systems and coding skills such as SQL or Python are a plus.

SUPERVISORY RESPONSIBILITIES

This position does not have supervisory responsibilities.

PHYSICAL REQUIREMENTS

The physical requirements listed below represent the minimum standards that an employee must meet to perform the essential functions of this role successfully. Reasonable accommodations can be made to enable individuals with disabilities to perform these functions.

• Regularly required to sit, use hands, and communicate verbally.
• Occasionally required to stand, walk, and reach with hands and arms.
• Must occasionally lift and/or move up to 50 pounds.