PeopleSoft Financials Techno-Functional Analyst

Apt; Atlanta (GA); On-site; USD 90,000 - 120,000; Full time

Job summary

Apt is seeking a hands-on PeopleSoft Financials Business Analyst in Atlanta, GA to support PeopleSoft Financials and related enterprise finance applications, including BlackLine and CoStar.

The role involves investigating production issues, analyzing financial data, maintaining configuration, documenting requirements, testing solutions, and improving financial processes with Accounting, Finance, Operations, IT, and vendors.

Qualifications

• Bachelor’s degree in Information Systems, Business, Accounting, Finance, Computer Science, or a related field; an equivalent combination of education and experience may be considered.
• Five or more years of business analysis, functional analysis, financial systems, or enterprise application support experience.
• Hands-on experience supporting PeopleSoft Financials or PeopleSoft FSCM.
• Three or more years of General Ledger or closely related financial-process experience.
• Strong understanding of accounting processes, including financial close activities.
• Experience troubleshooting PeopleSoft application, configuration, processing, interface, or data issues.
• Working knowledge of SQL, PeopleSoft Query, or Query Manager, with the ability to independently research data and validate results.
• Experience creating functional requirements, Functional Design Documents, process flows, and test documentation.
• Experience developing and executing functional or system test cases.
• Demonstrated root-cause analysis and problem-solving skills.
• Ability to communicate effectively with Accounting, Finance, business stakeholders, developers, vendors, and technical teams.

Responsibilities

• Provide hands-on functional support for PeopleSoft Financials, with a primary focus on General Ledger.
• Support month-end, quarter-end, and year-end close activities.
• Investigate journal, account-balance, voucher, payment, interface, processing, and data issues.
• Interpret system errors, identify root causes, and coordinate resolutions with business users, developers, vendors, and technical support teams.
• Research transactions and application data using SQL, PeopleSoft Query, Query Manager, or similar tools.
• Support financial processes involving high-volume interfaces and large data sets.
• Configure and maintain PeopleSoft business units, ChartFields, Trees, allocations, and related financial structures.
• Assess configuration requests and recommend practical solutions that support accounting requirements, controls, and data quality.
• Maintain accurate documentation of application configuration, support procedures, and system changes.
• Provide functional support for related finance applications, including BlackLine and CoStar.
• Partner with Accounting, Finance, Operations, IT, and other stakeholders to understand business needs and system issues.
• Gather, analyze, clarify, prioritize, and document business and functional requirements.
• Develop Functional Design Documents, process flows, workflows, user stories, acceptance criteria, and other solution-design materials.
• Translate accounting and business needs into clear specifications for developers and technical teams.
• Analyze current-state processes and recommend improvements to efficiency, controls, data quality, and the user experience.
• Facilitate requirements sessions, process reviews, and solution discussions.
• Develop test plans, test scenarios, test cases, expected results, and supporting test data.
• Personally execute functional and system testing for enhancements, releases, fixes, and configuration changes.
• Validate that technical solutions meet functional requirements and acceptance criteria.
• Document defects, test outcomes, and resolution status.
• Support business testing, user acceptance testing, production deployment, and post-production validation.
• Create user communications, training materials, and operational-readiness documentation.
• Deliver training and knowledge-transfer sessions to business users, super users, and operations teams.

Skills

PeopleSoft Financials

General Ledger

SQL

Communication

Problem solving

Education

Bachelor’s degree in Information Systems, Business, Accounting, Finance, CS

Tools

PeopleSoft Query

Query Manager

BlackLine

CoStar

Job description

We are seeking a hands-on PeopleSoft Financials Business Analyst with strong accounting and General Ledger knowledge to support PeopleSoft Financials and related enterprise finance applications, including BlackLine and CoStar.

This role is responsible for investigating production issues, analyzing financial data, maintaining functional configuration, documenting requirements, testing solutions, and helping improve financial business processes. The Business Analyst will work closely with Accounting, Finance, Operations, IT, developers, external vendors, and other stakeholders.

The ideal candidate understands both financial processes and enterprise applications. This person should be comfortable working directly in PeopleSoft, researching issues using SQL or PeopleSoft Query, identifying root causes, and translating findings between business and technical teams.

Candidates who began their careers in Accounting or Finance and later moved into financial systems or PeopleSoft functional support are strongly encouraged to apply.

Key Responsibilities

PeopleSoft Financials Support

• Provide hands‑on functional support for PeopleSoft Financials, with a primary focus on General Ledger.
• Support month-end, quarter-end, and year-end close activities.
• Investigate journal, account‑balance, voucher, payment, interface, processing, and data issues.
• Interpret system errors, identify root causes, and coordinate resolutions with business users, developers, vendors, and technical support teams.
• Research transactions and application data using SQL, PeopleSoft Query, Query Manager, or similar tools.
• Support financial processes involving high‑volume interfaces and large data sets.

Functional Configuration

• Configure and maintain PeopleSoft business units, ChartFields, Trees, allocations, combination‑edit rules, and related financial structures.
• Assess configuration requests and recommend practical solutions that support accounting requirements, controls, and data quality.
• Maintain accurate documentation of application configuration, support procedures, and system changes.
• Provide functional support for related finance applications, including BlackLine and CoStar.

Business Analysis and Solution Design

• Partner with Accounting, Finance, Operations, IT, and other stakeholders to understand business needs and system issues.
• Gather, analyze, clarify, prioritize, and document business and functional requirements.
• Develop Functional Design Documents, process flows, workflows, user stories, acceptance criteria, and other solution‑design materials.
• Translate accounting and business needs into clear specifications for developers and technical teams.
• Analyze current‑state processes and recommend improvements to efficiency, controls, data quality, and the user experience.
• Facilitate requirements sessions, process reviews, and solution discussions.

Testing and Delivery

• Develop test plans, test scenarios, test cases, expected results, and supporting test data.
• Personally execute functional and system testing for enhancements, releases, fixes, and configuration changes.
• Validate that technical solutions meet functional requirements and acceptance criteria.
• Document defects, test outcomes, and resolution status.
• Support business testing, user acceptance testing, production deployment, and post‑production validation.
• Create user communications, training materials, and operational‑readiness documentation.
• Deliver training and knowledge‑transfer sessions to business users, super users, and operations teams.

Required Qualifications

• Bachelor’s degree in Information Systems, Business, Accounting, Finance, Computer Science, or a related field. An equivalent combination of education and relevant experience may be considered.
• Five or more years of business analysis, functional analysis, financial systems, or enterprise application support experience.
• Hands‑on experience supporting PeopleSoft Financials or PeopleSoft FSCM.
• Three or more years of General Ledger or closely related financial‑process experience.
• Strong understanding of accounting processes, including financial close activities.
• Experience troubleshooting PeopleSoft application, configuration, processing, interface, or data issues.
• Working knowledge of SQL, PeopleSoft Query, or Query Manager, with the ability to independently research data and validate results.
• Experience creating functional requirements, Functional Design Documents, process flows, and test documentation.
• Experience developing and executing functional or system test cases.
• Demonstrated root‑cause analysis and problem‑solving skills.
• Ability to communicate effectively with Accounting, Finance, business stakeholders, developers, vendors, and technical teams.

Preferred Qualifications

• Experience supporting one or more additional PeopleSoft Financials areas:
• Accounts Payable
• Accounts Receivable
• Asset Management
• Project Costing
• Cash Management
• Experience with PeopleSoft Tree Manager, ChartFields, business units, allocations, combination edits, Pay Cycle, vouchers, or reconciliations.
• Experience supporting BlackLine, CoStar, or other enterprise finance applications.
• Experience supporting high‑volume financial interfaces or environments processing large data sets.
• Previous accounting, finance, financial operations, or PeopleSoft super‑user experience.
• Experience creating training materials and delivering knowledge‑transfer sessions.