Lead Financial Systems Analyst

faithtechnologies; Menasha (WI); On-site; USD 110,000 - 140,000; Full time

Job summary

Faith Technologies, Inc. seeks a Financial Systems Lead to manage FP&A tools, ensuring accurate planning, budgeting, and reporting.

You will partner with Finance and IT, govern data quality, and mentor Analysts while driving scalable solutions across ERP and related systems.

Qualifications

• 6–8 years of experience supporting FP&A systems or finance technology.
• Strong Excel, ERP, and data integration skills.
• Experience with budgeting, forecasting, consolidation, and reporting processes.

Responsibilities

• Serves as the primary system lead for a financial planning tool, overseeing configuration, integrity, and performance.
• Maintains the financial systems roadmap aligned with finance priorities and business needs.
• Implements governance and best practices to ensure data quality and scalability.
• Mentors Financial Systems Analysts and reviews system changes.
• Oversees access, security, configurations, and integrations across financial systems.
• Leads budgeting, forecasting, consolidation, and reporting within the planning software.
• Ensures smooth data flows between planning software, ERP, and source systems.
• Identifies process improvements to reduce manual effort.

Skills

Advanced Excel

ERP systems

SQL

Data integration

Leadership

Cross-functional collaboration

Analytical abilities

Communication

Education

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

Tools

Financial planning software

Job description

You’ve discovered something special. A company that cares. Cares about leading the way in construction, engineering, manufacturing and renewable energy. Cares about redefining how energy is designed, applied and consumed. Cares about thoughtfully growing to meet market demands. And ─ as “one of the Healthiest 100 Workplaces in America” ─ is focused on the mind/body/soul of team members through our Culture of Care.

The Financial Systems Lead oversees the implementation, integrity, and effective operationof the company’s FP&A systems and related financial technologies. This role executes and maintains the financial systems roadmap in alignment with Finance leadership and IT, ensuring reliable data, scalable processes, and strong user adoption. The Financial Systems Lead provides functional leadership to Financial Systems Analysts and serves as a key partner to Finance, IT, and cross‑functional stakeholders to continuously improve planning, forecasting, and reporting processes.

The ideal candidate brings strong experience with a financial planning software or similar planning and budgeting tools and has worked in mid- to large‑sized organizations with complex financial structures. They possess advanced Microsoft Excel skills, experience with ERP systems and financial data integrations, and a working knowledge of SQL or other data integration tools. A solid understanding of budgeting, forecasting, consolidation, and reporting processes is essential. Prior project or functional leadership experience is preferred, along with strong analytical abilities, clear communication, and the ability to collaborate effectively across cross‑functional teams.

MINIMUM REQUIREMENTS

Education: Bachelor’s degree in Finance, Accounting, Information Systems, or related field.

Experience: 6–8 years of experience supporting FP&A systems or finance technology.

Travel: 0-10%

Work Schedule: Typical work hours are between 7:00 a.m. and 5:00 p.m. Monday – Friday. However, work may be performed at any time on any day of the week to meet business needs.

KEY RESPONSIBILITIES

• Serves as the primary system leadfor a financial planning software, overseeing configuration, integrity, performance, and effective use.


• Executes and maintainsthe financial systems roadmap in alignment with finance priorities and business needs.


• Implements and enforcesgovernance, standards, and best practices to ensure consistency, scalability, and data quality.


• Provides functional guidance and mentorshipto Financial Systems Analysts, including work prioritization and review of system changes.


• Acts as an escalation point for complex issues and high‑impact enhancements.


• Partners with Finance leadership and IT to translate business requirements into scalable system solutions.


• Oversees user access, security, configurations, and integrations across financial systems.


• Leads budgeting, forecasting, consolidation, and reporting solutions within a financial planning software.


• Ensures accurate and timely data flows between financial planning software, ERP, and other source systems.


• Identifies and implements process improvements to reduce manual effort and improve efficiency.


• Maintains validation, reconciliation, and documentation to support data accuracy and audit readiness.


• Partners with Internal Audit and IT to support controls and compliance.


• Oversees user training, documentation, and ongoing enablement to ensure effective system use.


• Performs other related duties as required and assigned.

The job description and responsibilities described are intended to provide guidelines for job expectations and the employee's ability to perform the position described. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills, and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.

How Does FTI Give YOU the Chance to Thrive?

If you’re energized by new challenges, FTI provides you with many opportunities. Joining FTI opens doors to redefine what’s possible for your future.

Once you’re a team member, you’re supported and provided with the knowledge and resources to achieve your career goals with FTI.

You’re officially in the driver’s seat of your career, and FTI’s career development and continued education programs give you opportunities to position yourself for success.

FTI is a “merit to the core” organization. We recognize and reward top performers, offering competitive, merit‑based compensation, career path development and a flexible and robust benefits package.

Benefits are the Game-Changer

We provide industry‑leading benefits as an investment in the lives of team members and their families. You’re invited to review the full list of FTI benefits available to regular/full‑time team members. Start here. Grow here. Succeed here. If you’re ready to learn more about your career with FTI,

Faith Technologies, Inc. is an Equal Opportunity Employer – veterans/disabled.

Employment is contingent upon successfully passing a background and drug test