Financial Applications Analyst

Wills Group, Inc; La Plata (MD); Híbrido; USD 100 000 - 140 000; Tempo integral

Resumo da oferta

Wills Group, Inc in La Plata, Maryland seeks a Financial Application Analyst to own and optimize PDI ERP for finance operations. The role partners with Accounting, Treasury, IT, and FP&A to translate business needs into system solutions, improve data integrity, controls, and reporting.

The ideal candidate brings 5+ years in ERP/financial apps, strong Excel/Power BI skills, and project management expertise to lead testing, training, and continuous improvement efforts.

Qualificações

• Bachelor’s degree in Accounting, Finance, Information Systems, Business, or related field.
• 5+ years of ERP or financial applications experience.
• Strong understanding of accounting processes, GL, month-end close, reconciliations, financial reporting, and internal controls.
• Demonstrated experience gathering business requirements, mapping processes, testing system changes, troubleshooting issues, and supporting implementations or upgrades.
• Advanced Excel skills and demonstrated ability to work with financial data, reports, queries, and system-generated outputs.
• Strong project management, documentation, communication, and cross-functional collaboration skills.
• Authorization to work in the U.S.

Responsabilidades

• Serve as the Finance and Accounting SME for PDI ERP and optimize configuration, data, and reports.
• Partner with Accounting, Treasury, FP&A, IT, and operations to translate requirements into system solutions.
• Monitor financial app performance and data integrity; coordinate issue resolution with IT and vendors.
• Establish monitoring and exception-management processes for key financial interfaces with clear ownership and impact.
• Lead Finance-side requirements, evaluation, design, testing, and adoption of reconciliation and TMS solutions.
• Manage enhancements from requirements to testing and production release; develop test scripts and validate results.

Conhecimentos

ERP systems

SQL

Power BI

Advanced Excel

Project management

Cross-functional collaboration

Formação académica

Bachelor’s degree in Accounting/Finance/IS/Business

Ferramentas

PDI Enterprise

Treasury management system (TMS)

Descrição da oferta de emprego

Job Purpose and Function

The Financial Application Analyst serves as the Finance and Accounting functional owner and subject matter expert for financial applications, with primary responsibility for optimizing PDI as the company’s ERP and strengthening the systems, integrations, controls, and processes that support accurate and efficient financial operations. This role translates Accounting and business requirements into practical system solutions; troubleshoots and resolves complex application and data issues in partnership with IT; and leads Finance-side testing, documentation, training, and continuous improvement. The role will also evaluate, select, and help implement a reconciliation solution and treasury management system (TMS), with a focus on automation, data integrity, scalability, and strong financial controls.

How You’ll Make an Impact

• Serve as the Finance and Accounting subject matter expert and functional owner for PDI, the company’s ERP, with responsibility for optimizing configuration, workflows, controls, financial data, reporting, and user experience.
• Partner with Accounting, Treasury, FP&A, IT, and Operational business teams to understand requirements, evaluate current-state processes, identify root causes and control gaps, and translate business needs into system and process solutions.
• Monitor financial application performance and data integrity; investigate complex interface, posting, reconciliation, and reporting issues and coordinate timely resolution with IT, vendors, and business owners.
• Establish clear monitoring and exception-management processes for key financial interfaces, including visibility to failures, root cause, ownership, resolution method, aging, recurrence, and financial impact.
• Lead Finance-side requirements, evaluation, selection, design, testing, implementation, and adoption of a reconciliation tool and a treasury management system (TMS).
• Manage financial application enhancements and upgrades from requirements through user acceptance testing, deployment, and post-implementation support; develop test scripts and validate results before production release.
• Evaluate opportunities to automate manual accounting processes, reduce spreadsheet dependence and duplicate entry, improve close efficiency, and strengthen financial controls.
• Develop, maintain, and govern financial system documentation, including process flows, system configurations, integration maps, data definitions, procedures, controls, test evidence, and issue-resolution history.
• Develop and maintain Finance-owned reports, queries, data extracts, and analytical tools; validate that reporting is complete, accurate, and reconciles to the general ledger and source systems.
• Support month-end and year-end close by ensuring financial applications and interfaces operate as expected, resolving system-related exceptions, and providing timely analysis of issues affecting financial results.
• Partner with IT on access, security roles, segregation of duties, change management, integrations, and system support while maintaining clear accountability between technical ownership and Finance’s responsibility for financial requirements and validation.
• Coordinate with software vendors and implementation partners, manage open issues and enhancement requests, and assess proposed solutions for business value, control implications, cost, and scalability.
• Train and support Finance and business users on financial applications, new functionality, standardized processes, and effective use of system capabilities.
• Support internal and external audit requests related to financial applications, system-generated reports, interfaces, change controls, access, and automated controls.

What We’re Looking For

Basic Qualifications

• Bachelor’s degree in Accounting, Finance, Information Systems, Business, or a related field required.
• 5+ years of progressive experience supporting, implementing, or optimizing ERP or other financial applications; experience in an Accounting or Finance environment strongly preferred.
• Strong understanding of accounting processes, general ledger, month-end close, reconciliations, financial reporting, and internal controls.
• Demonstrated experience gathering business requirements, mapping processes, testing system changes, troubleshooting issues, and supporting implementations or upgrades.
• Strong analytical and problem-solving skills with the ability to trace transactions and data across systems and distinguish system issues from accounting or process issues.
• Advanced Excel skills and demonstrated ability to work with financial data, reports, queries, and system-generated outputs.
• Strong project management, documentation, communication, and cross-functional collaboration skills.
• Ability to manage multiple priorities independently and work effectively with Finance, IT, business users, and third-party vendors.
• Authorization to work in the U.S. (visa sponsorship or C2C opportunities not available at this time).
• Willing to submit to a pre-employment background check, including credit check, in accordance with local, state, and federal laws.

An ideal candidate will also have

• Hands-on experience with PDI Enterprise or comparable retail/fuel ERP platforms.
• Experience evaluating or implementing account reconciliation, financial close, or transaction-matching solutions.
• Experience evaluating or implementing a treasury management system and integrating ERP, banking, payment, and cash-management platforms.
• Experience with financial system integrations, interface monitoring, APIs or file-based data exchanges, and root-cause analysis.
• Working knowledge of SQL, Power BI, or similar reporting/data tools.
• Experience operating in an audit-supported environment with strong change management, access, segregation-of-duties, and system-control practices.
• Experience leading complex workstreams or serving as a functional lead on cross-functional system implementations.

Availability and Travel

• This hybrid role complies with our company’s hybrid telework schedule. Our operating days and hours are Monday through Friday from 8:00 AM to 4:30 PM, with in-office days being Tuesday through Thursday, reserving Monday and Friday as work-from-home.
• Occasionally, business needs may require periodic work obligations outside of core business hours and in-office days on work-from-home days.
• This role may require occasional travel, including overnight stays for training, conferences, or other events with reimbursement available for approved accommodations and/or expenses.

ADA Compliance

The Wills Group is committed to providing equal employment opportunities and fostering an inclusive workplace for individuals with disabilities. In compliance with the Americans with Disabilities Act (ADA), we ensure that all qualified individuals are given the necessary accommodations to perform the essential functions of their roles.

We encourage open communication and collaboration to identify and implement reasonable accommodations that support the success of our employees while maintaining operational excellence. Reasonable accommodations can be discussed during the hiring process.

Why You Should Join Wills Group

As a thriving, family-owned, $1.5 billion company headquartered in scenic La Plata, Maryland, (a 45-minute commute from Washington, DC), we take pride in our strong presence across the Mid-Atlantic region. Featuring nearly 300 retail locations of our family of brands including Dash In, Splash In ECO Car Wash, and SMO Motor Fuels, we are shaping the future of convenience retailing, fuels marketing, and commercial real estate.

Since 1926, our work-hard, play-hard mentality propels us to serve the communities that have supported us throughout the years. Keeping lives in motion is more than our mission–it's our way of life! We're dedicated to empowering individuals to embrace new possibilities and chart their own paths to success. Discover the fulfillment of working alongside passionate professionals, where your ideas are valued, and your potential is nurtured. Become part of something bigger when you join the Wills Group!

Benefits and Perks

Embark on a rewarding journey where your growth, future, and well-being take center stage! As a certified Great Place to Work™, the Wills Group understands today's professionals desire meaningful careers with a culture that's as authentic as possible. We pride ourselves in fostering an environment that supports your overall development.

Look forward to joining a company that celebrates your wins whether big or small. You can count on us to provide industry-leading total rewards packages that include a range of benefits and perks that contribute to your overall well-being:

• Financial Well-being: Employer 401(k) match (currently at 7%), health savings plan, and financial planning.
• Physical Well-being: Comprehensive health, vision, and dental plans tailored to meet the needs of our people and their families, even their pets!
• Paid Time Off: Vacation, sick, personal, community engagement, and parental leave for new parents.
• Work/Life Balance: Hybrid and flexible work environment, Employee Assistance Program, travel assistance, family life planning.
• Exclusive Discounts: Enjoy discounts on theme parks, Broadway shows, concerts, travel, shopping, dining, and wellness services.
• Education and Development Opportunities: 100% tuition reimbursement to support our team's education goals, robust development programs, and certificate program assistance (up to 100% employer-paid).
• Competitive Salary: Competitive pay matched to DC Metro area.

Wills Group does not accept unsolicited resumes from recruiters or employment agencies in response to the Wills Group careers page or a Wills Group social media post. Wills Group will not consider or agree to payment of any referral compensation or recruiter fee relating to these unsolicited resumes. Wills Group explicitly reserves the right to hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Wills Group.

Wills Group is an equal opportunity employer. Wills Group does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided based on qualifications, merit, and business need.

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