Financial Systems Analyst

Vaco Recruiter Services; Newport Beach (CA); On-site; USD 70,000 - 90,000; Full time

Job summary

Vaco Recruiter Services in Newport Beach is seeking a Financial Systems Analyst who will support and enhance critical finance systems and reporting processes. This role involves automation and collaboration with cross-functional teams to improve efficiency and deliver scalable reporting solutions.

The ideal candidate should have a bachelor's degree in finance or a related field, experience with financial systems, and advanced skills in Excel, SQL, and Power BI. Exposure to AI-powered tools and ERP systems like NetSuite and Salesforce will be beneficial.

Qualifications

• Bachelor's degree in a relevant field.
• Experience supporting financial systems and reporting.
• Advanced proficiency in Excel, SQL, and Power BI.

Responsibilities

• Analyze and optimize finance and reporting processes.
• Design and maintain financial reporting solutions.
• Develop automated tools and dashboards for performance visibility.

Skills

Excel

SQL

Power BI

Analytical skills

Education

Bachelor's degree in Finance, Accounting, Information Systems, Business Analytics, or related field

Tools

NetSuite

Salesforce

Microsoft Dynamics

Job description

A growing and innovative organization is seeking a Financial Systems Analyst to support and enhance critical finance systems, reporting processes, and business intelligence initiatives. This role will partner with Finance and cross-functional teams to identify opportunities for automation, improve operational efficiency, and deliver scalable reporting solutions that support key business decisions.

This is an excellent opportunity for a systems-minded finance professional who enjoys combining financial expertise with technology, analytics, and process improvement.

Key Responsibilities

• Analyze, optimize, and automate finance and reporting processes across multiple business functions.
• Design and maintain financial reporting solutions utilizing data from various systems and sources.
• Develop automated tools and dashboards to improve visibility into financial and operational performance.
• Support commission, pricing, billing, and expense reporting initiatives through process automation and system enhancements.
• Collaborate with stakeholders to gather requirements and translate business needs into technical solutions.
• Validate data integrity, troubleshoot system issues, and recommend process improvements.
• Create documentation, workflows, and reporting structures to support ongoing operational needs.
• Assist with system integrations, database reporting, and business intelligence initiatives.

Qualifications

• Bachelor's degree in Finance, Accounting, Information Systems, Business Analytics, or a related field.
• Experience supporting financial systems, reporting, business intelligence, or finance transformation initiatives.
• Advanced proficiency in Excel, SQL, and Power BI.
• Experience working with ERP and CRM systems such as NetSuite, Salesforce, Microsoft Dynamics, Business Central, or similar platforms.
• Knowledge of AI-powered productivity and automation tools preferred.
• Strong analytical and problem-solving skills with the ability to interpret complex datasets.
• Excellent verbal and written communication skills.
• Ability to work independently while managing multiple priorities and deadlines.

Preferred Experience

• Financial consulting, business process improvement, or systems implementation experience.
• Exposure to data visualization, forecasting, budgeting, or operational reporting.
• Familiarity with Python, R, or other analytics tools is a plus.
• Experience partnering with Finance, Operations, Sales, or Executive leadership teams.