Lead Financial Systems Analyst

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

Job summary

Faith Technologies, Inc. is seeking a Financial Systems Lead to oversee the FP&A systems landscape, ensure data integrity, and align the finance technology roadmap with business goals.

The ideal candidate will have hands-on experience with financial planning software, ERP integrations, and advanced Excel, plus strong SQL skills and cross-functional collaboration to improve budgeting, forecasting, consolidation, and reporting processes.

Qualifications

• Bachelor’s degree in Finance, Accounting, Information Systems, or related field.
• 6–8 years of experience supporting FP&A systems or finance technology.
• Strong Excel skills, ERP systems experience, and data integrations.
• Experience with budgeting, forecasting, consolidation, and reporting.

Responsibilities

• Serves as the primary system lead for a financial planning software, overseeing configuration, integrity, performance, and effective use.
• Executes and maintains the financial systems roadmap in alignment with finance priorities and business needs.
• Implements and enforces governance, standards, and best practices to ensure consistency, scalability, and data quality.
• Provides functional guidance and mentorship to 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.

Skills

Advanced Excel

SQL

Data integration tools

Budgeting

Forecasting

Consolidation

Reporting

Cross-functional collaboration

Financial systems knowledge

Leadership

Education

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

Tools

ERP systems

Financial planning software

SQL-based data integration tools

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 operation of 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 lead for a financial planning software, overseeing configuration, integrity, performance, and effective use.
• Executes and maintains the financial systems roadmap in alignment with finance priorities and business needs.
• Implements and enforces governance, standards, and best practices to ensure consistency, scalability, and data quality.
• Provides functional guidance and mentorship to 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.

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

Employment is contingent upon successfully passing a background and drug test