Financial Systems & ERP Integration Lead

PM2CM, Inc.; Monterey Park (CA); Hybrid; USD 110,000 - 170,000; Full time

Benefits offered by this job

Hybrid work flexibility

Pension plan

Health benefits

Professional development

Job summary

PM2CM, Inc. is seeking an experienced systems and finance professional to serve as the SME for department financial systems and system integrations. You will bridge finance and technology, lead system enhancements, and uphold internal controls.

The role involves coordinating month-end close, overseeing journal entry processes, and collaborating with auditors on compliance. A background in ERP implementations and bond-related accounting is highly valued.

Qualifications

• Bachelor’s degree in business, Accounting, Finance, Information Systems, or related field.
• 5–10 years in accounting, finance, or system/financial-systems roles; experience in higher education, public sector, or bond project environment preferred.
• Demonstrated experience working with enterprise accounting/business systems (ERP, GL systems, vendor/invoice modules) and/or leading system integrations or implementations.
• Proven ability to interpret historical trends, perform financial/variance analysis, create monthly financial reports, and draw actionable insights.

Responsibilities

• Serve as the primary subject-matter expert for departmental accounting and financial systems; evaluate, drive and implement system solutions and integrations (including ERP, financial modules, vendor/invoice systems).
• Reconcile financial accounts and reports; proactively identify discrepancies or inconsistencies, recommend corrective action, and maintain strong control environments.
• Prepare and/or review assigned financial statements, analytical reports and dashboards; identify issues and drive resolution to enable timely and accurate deliverables.
• Interface with internal and external auditors (e.g., district, campus, external audit) to provide information, support audit requests, and ensure compliance with policies and procedures.
• Identify process and system weaknesses; develop and implement innovative approaches (automation, workflow redesign, controls enhancements) to improve accuracy, timeliness and efficiency.
• Coordinate month-end and year-end close activities with stakeholders and campus partners, including accruals, journal entries, debit/credit memos, GL reconciliations, and supporting documentation.
• Oversee the journal entry process, debit/credit memos, logs maintenance, routing for approvals and ensuring timely completion per accounting guidelines.
• Approve and release invoices as assigned by the Finance Manager; ensure vendor payment documentation is complete and compliant with policy.
• Work directly with construction and professional services vendors (for bond-related matters), including vendor file documentation, payment analysis for general contractors, and invoice review.
• Closely collaborate with accounting team members and other departments to support bond-related financial matters; evaluate bond-compliance related to accounting, reporting and invoice approval.
• Execute ad-hoc system or bond-related assignments as directed by management; act as functional lead for system enhancements, integration projects, and cross-functional collaborations.

Skills

ERP systems experience

Financial analysis

Project leadership

Excel proficiency

Cross-functional collaboration

Education

Bachelor's degree in Accounting, Finance, IS

Tools

ERP systems (Oracle/SAP/Workday)

Job description

PM2CM, Inc. is seeking an experienced systems and finance professional to serve as the SME for department financial systems and system integrations. You will bridge finance and technology, lead system enhancements, and uphold internal controls.

The role involves coordinating month-end close, overseeing journal entry processes, and collaborating with auditors on compliance. A background in ERP implementations and bond-related accounting is highly valued.