Financial Application Support Specialist Dallas

SOCOTEC, Inc.

Dallas, Northern (TX, KY)

Hybrid

USD 80,000 - 95,000

Full time

2 days ago

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Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Job summary

SOCOTEC, Inc. is seeking a Financial Application Support Specialist to provide day-to-day support for Deltek Vantagepoint and related financial systems. You will assist with reports, data validation, and process improvements across Accounting, Finance, and Operations.

The role requires ERP/CRM experience, strong Excel and SQL skills, and the ability to work with business users at all levels. This hybrid position is based in the US with in-office days and remote flexibility.

Qualifications

Bachelor’s degree in Accounting, Finance, Business, Information Systems or related field, or equivalent experience.
2-5 years of experience supporting ERP, CRM, or financial business applications.
Working knowledge of accounting and financial processes.
Experience supporting end users in a business application environment.
Experience supporting Deltek Vantagepoint or Deltek Vision.
Advanced Microsoft Excel skills, including Power Query, Pivot Tables, VLOOKUP/XLOOKUP, Importing and manipulating large datasets.
Strong analytical, troubleshooting, and problem-solving skills.
Excellent verbal and written communication skills.
Strong customer service orientation and ability to work with users at all levels of the organization.

Responsibilities

Provide day-to-day support for Deltek Vantagepoint users and related financial applications.
Troubleshoot and resolve application issues, escalating to vendors when appropriate.
Support user setup, security roles, permissions, and system administration tasks.
Assist with system upgrades, testing, patches, and new feature deployments.
Create and maintain user documentation, training materials, and support procedures.
Run recurring and ad hoc reports for Finance, Accounting, Operations, and Leadership teams.
Analyze and validate data to ensure accuracy and completeness.
Assist with report development, maintenance, troubleshooting, and distribution.
Support reporting initiatives using Deltek, SQL Server, SSRS, Excel, and other reporting tools.
Support business processes related to: Project Accounting, Accounts Receivable, Accounts Payable, Billing, Expense Management, Timesheets and Labor Reporting, Revenue Recognition.
Assist users with troubleshooting financial transactions and workflow issues.
Partner with Accounting and Finance teams to improve process efficiency and data quality.
Support cash application, collections, and accounts receivable systems.
Assist with cash application processing, reconciliation, customer account maintenance, and reporting.
Troubleshoot integration and data issues between ERP, banking, and cash application systems.
Support collections reporting, customer master data maintenance, and related AR processes.
Perform and support data imports, exports, and data conversion activities.
Validate imported data and resolve import-related errors.
Assist with data mapping and integration efforts between ERP, CRM, and third-party applications.
Support ongoing data governance and system maintenance initiatives.

Skills

Analytical thinking

Problem solving

Communication skills

Customer service

Education

Bachelor’s degree in Accounting/Finance or related

Tools

Deltek Vantagepoint

Excel

Power Query

Pivot Tables

VLOOKUP/XLOOKUP

SQL

SSRS

SQL Server

Job description

SOCOTEC is a provider of niche consulting services within the architecture, engineering and construction industries focusing on high-performance buildings and specialty structures. Through an integrated, holistic approach, our professionals provide solutions for building envelope, energy efficiency, sustainability, code advisory and construction advisory projects.

SOCOTEC is proud to announce that it has been officially certified as a Great Place to Work by the renowned global authority on workplace culture, Great Place to Work®.

Job Description

We are seeking a Financial Application Support Specialist to provide day-to-day support for financial and business applications, with a primary focus on Deltek Vantagepoint and related systems. This position plays a key role in supporting Accounting, Finance, Operations, and Business users by maintaining system functionality, providing reporting and data support, troubleshooting issues, and assisting with process improvements.

The ideal candidate will have experience supporting ERP, CRM, and financial applications, possess a strong understanding of accounting processes, and be comfortable working with data, reporting tools, and business users across the organization.

Application Support

Provide day-to-day support for Deltek Vantagepoint users and related financial applications.
Troubleshoot and resolve application issues, escalating to vendors when appropriate.
Support user setup, security roles, permissions, and system administration tasks.
Assist with system upgrades, testing, patches, and new feature deployments.
Create and maintain user documentation, training materials, and support procedures.

Reporting & Data Analysis

Run recurring and ad hoc reports for Finance, Accounting, Operations, and Leadership teams.
Analyze and validate data to ensure accuracy and completeness.
Assist with report development, maintenance, troubleshooting, and distribution.
Support reporting initiatives using Deltek, SQL Server, SSRS, Excel, and other reporting tools.
Support business processes related to:
- Project Accounting
- Accounts Receivable
- Accounts Payable
- Billing
- Expense Management
- Timesheets and Labor Reporting
- Revenue Recognition
Assist users with troubleshooting financial transactions and workflow issues.
Partner with Accounting and Finance teams to improve process efficiency and data quality.

Cash Application & Collections Support

Support cash application, collections, and accounts receivable systems.
Assist with cash application processing, reconciliation, customer account maintenance, and reporting.
Troubleshoot integration and data issues between ERP, banking, and cash application systems.
Support collections reporting, customer master data maintenance, and related AR processes.

Data Imports & Integrations

Perform and support data imports, exports, and data conversion activities.
Validate imported data and resolve import-related errors.
Assist with data mapping and integration efforts between ERP, CRM, and third-party applications.
Support ongoing data governance and system maintenance initiatives.

Qualifications

Required Qualifications

Bachelor’s degree in Accounting, Finance, Business, Information Systems, Computer Science or related field, or equivalent experience.
2-5 years of experience supporting ERP, CRM, or financial business applications.
Working knowledge of accounting and financial processes.
Experience supporting end users in a business application environment.
Experience supporting Deltek Vantagepoint or Deltek Vision.
Advanced Microsoft Excel skills, including Power Query, Pivot Tables, VLOOKUP/XLOOKUP, Importing and manipulating large datasets
Strong analytical, troubleshooting, and problem-solving skills.
Excellent verbal and written communication skills.
Strong customer service orientation and ability to work with users at all levels of the organization.

Preferred Qualifications

Experience supporting cash applications, collections, or accounts receivable platforms.
Knowledge of project-based accounting and professional services organizations.
Experience with reporting and business intelligence tools.
Experience working inprofessionalservices, engineering, consulting, or acquisition-drivenorganization.
Exposure tosystem integrations, workflow automation, or financial reporting tools.

Technical Skills (Preferred)