Senior Financial Systems Analyst

RDV Corporation/RDV Staffing; Grand Rapids (MI); Hybrid; USD 60,000 - 100,000; Full time

Job summary

An innovative firm is seeking a Senior Financial Systems Analyst to enhance operations within a dynamic team. This role focuses on analyzing and implementing financial systems, ensuring data integrity, and supporting process improvements. The ideal candidate will possess strong analytical skills, a solid understanding of financial technologies, and a collaborative mindset. With a hybrid work model, this position offers a blend of remote and in-office work, fostering a culture of teamwork and innovation. Join a company that values employee experiences and offers robust benefits, including generous PTO and health insurance options.

Benefits

Robust health insurance options

401k retirement plan with employer match

Employer-provided account credit for Deli/Market

Paid Time Off starting at 22 days

Monthly catered lunches

Employer paid parking

Education and training reimbursement

Discounted memberships to MVP Sportsplex

Qualifications

• 5+ years of experience in financial application implementation and support.
• In-depth knowledge of accounting and investment principles and systems.

Responsibilities

• Analyze existing financial systems and identify areas for improvement.
• Collaborate with teams to integrate financial systems with business processes.

Skills

Analytical Problem-Solving

Communication Skills

Attention to Detail

Understanding of Accounting Principles

Database Design Best Practices

Education

Bachelor's Degree in Information Systems

Tools

ERP Systems

Accounting Software

DealCloud

LemonEdge

HazelTree

Canoe

Python

Azure Dev Ops

Microsoft SQL

Power BI

SSRS

Job description

The Opportunity

The Senior Financial Systems Analyst will be responsible for analyzing and implementing systems, tools, reports, and processes to enhance overall operations within OA Private Capital (“OAPC”), an affiliate of RDV Corporation (“RDV”). This role is embedded within the OAPC team to ensure a deep understanding of their needs and to collaborate on innovative solutions that optimize efficiency and accuracy. This role will also play a crucial role in supporting, maintaining, and upgrading our financial systems and other systems to ensure data integrity and compliance. This position requires a learning mindset, exceptional analytical problem-solving skills, and a core understanding of financial technologies and processes.

Our Unique Benefits

At RDV, we are intentional about enriching our culture and employee experiences through a unique blend of benefit offerings that include:

1. Robust health insurance options with competitive employer contributions.
2. 401k retirement plan with a generous employer match of up to 7.5%.
3. Grab and Go Deli/Market with employer-provided account credit of $650/year.
4. Paid Time Off (PTO) starting at 22 days per year in addition to paid holidays.
5. Fun culinary experiences and connecting with co-workers at monthly catered lunches, free of charge to employees.
6. Employer paid parking in the heart of downtown Grand Rapids.
7. Education and training reimbursement programs.
8. Discounted memberships to MVP Sportsplex.

What You'll Do

1. Collaborate with the OAPC team to identify and understand system utilization and process requirements.
2. Analyze existing financial systems, tools, and processes and identify areas for improvement or automation.
3. Configure, implement, and maintain systems, including ERP systems, accounting software, and other related applications.
4. Conduct thorough testing and quality assurance to ensure accuracy, data integrity, and compliance with regulatory requirements.
5. Troubleshoot and resolve end-user issues related to systems, working closely with other IT teams and vendors when necessary.
6. Provide training and support to OAPC team members on effectively using systems and tools.
7. Generate and analyze reports (E.g., Power BI, SSRS) to identify trends, anomalies, and opportunities for process enhancements.
8. Stay current with industry trends and best practices in financial systems and technology.
9. Collaborate with cross-functional teams to integrate financial systems and other related systems with other business systems and processes.
10. Assist in developing and implementing controls and processes to ensure compliance with internal policies and external regulations.
11. Assist in developing Data Governance policies and procedures for new and existing financial systems.
12. Follow and maintain the Data Governance policies and procedures to protect data integrity.
13. Create support documentation for new and existing systems and workflows to guarantee the highest quality end-user support experience.

What You'll Bring

1. Bachelor’s degree in information systems or related field and 5+ years of recent experience in financial application implementation and support, or proven experience as a Systems Analyst supporting financial systems or similar roles.
2. Previous experience with supporting accounting and/or investment systems is preferred.
3. In-depth knowledge of accounting and investment principles, processes, systems, and best practices.
4. Understanding of how databases work and best practices for database design.
5. Strong analytical and problem-solving skills.
6. Proficiency in financial systems, ERP systems, accounting software, and related tools.
7. Experience with DealCloud, LemonEdge, HazelTree or Canoe, Python, Azure Dev Ops is a plus.
8. Capable of report building using Microsoft SQL, SSRS, and Power BI.
9. Familiarity with regulatory and compliance requirements (e.g., SOX, GAAP).
10. Excellent communication and interpersonal skills.
11. Attention to detail and ability to prioritize multiple tasks effectively.
12. The ability to understand and communicate complex technical ideas and structures to people with widely varying skills and interests is critical.

Additional Information

1. This role is a hybrid remote role. The typical expectation of a hybrid remote role is to be in the office 3-4 days per week, depending on in-person meetings. The employee is expected to be no more than 1 hour away for remote days under typical driving conditions without prior approval.
2. This role is one of three hybrid roles embedded within OA Private Capital. At least one embedded team member is expected to be in the office Monday – Thursday (excluding holidays).

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