Senior Financial Systems Analyst

Charter Automotive

Mequon (WI)

On-site

USD 100,000 - 160,000

Full time

12 days ago

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Benefits offered by this job

Health benefits

Dental benefits

Vision benefits

401(k) with employer matching

Profit sharing

Company-paid life insurance

Disability coverage

PTO

Job summary

Charter Manufacturing, a fourth‑generation family‑owned metals company based in Mequon, Wisconsin, seeks a Finance Systems Administrator to own and optimize core platforms (Newgen, ImpactECS, Hyperion, Concur, Trintech). You will partner with Finance, Digital, and business units to identify opportunities to streamline processes, strengthen controls, and boost data quality.

The role requires 4–6 years in Finance systems or FP&A, strong communication, and the ability to work independently and

Qualifications

Bachelor’s degree in Finance, Accounting, IS, Business, or related field.
Three+ years supporting or configuring enterprise applications.
4–6 years in Finance Systems, FP&A, or related field with enterprise system experience.
Experience with system implementations, enhancements, testing, integrations, or redesigns.
Experience with automation, workflow tools, data visualization, or process-improvement methods.

Responsibilities

Serve as the primary Finance systems administrator and SME for core platforms.
Shape and execute the Finance systems strategy and roadmap.
Partner with Finance, Digital, and business stakeholders to improve processes and automation.
Provide training and ongoing support to system users and build capability.

Skills

System administration

Finance systems

Automation

Data visualization

Cross‑functional collaboration

Education

Bachelor’s degree in Finance, Accounting, IS, or Business

Tools

Tableau

Power BI

SQL

Newgen

ImpactECS

Hyperion

Concur

Trintech

Job description

Charter Manufacturing is a fourth-generation family-owned business where our will to grow drives us to do it better. Join the team and become part of our family!

POSITION PURPOSE/MISSION:

Responsible for the administration, optimization, and strategic development of Finance’s core systems, including Newgen, ImpactECS, Hyperion, Concur, and Trintech. Serves as the primary Finance system administrator and subject‑matter expert, ensuring each platform is stable, effectively governed, and aligned with Finance’s operational and strategic priorities. Shapes and executes the Finance systems strategy. The role will partner with Finance, Digital, and business stakeholders to identify opportunities to improve processes, strengthen controls, increase automation, enhance data quality, and create a more connected Finance technology ecosystem.

MINIMUM QUALIFICATIONS:

Bachelor’s degree in Finance, Accounting, Information Systems, Business, or a related field.
Three or more years of experience supporting or configuring enterprise business applications.
4–6 years of progressive experience in Finance Systems, Financial Planning & Analysis (FP&A), Accounting, Finance Technology, Business Systems Analysis, or a related field, with demonstrated experience administering and optimizing enterprise financial systems.
Experience supporting system implementations, enhancements, testing, integrations, or process redesign.
Experience with automation, workflow tools, data visualization, or process‑improvement methodologies is preferred.
Proven ability to work both independently and collaboratively across cross‑functional teams.
Strong communication skills with the ability to work effectively across Finance, Digital, business units, vendors, and leadership.
Excellent communication skills, capable of explaining system concepts to both technical and non‑technical stakeholders.
Self‑starter and ability to work independently and follow direction with proven skill in organization, problem‑solving, work planning, attention to detail, follow‑through and follow‑up.

PREFERRED QUALIFICATIONS:

Experience administering or configuring enterprise workflow or SaaS systems (e.g., Newgen, ImpactECS, Hyperion) or Oracle EBS.
6–8 years of experience administering and optimizing enterprise Finance systems (e.g., Hyperion, Concur, Trintech, Newgen, ImpactECS, or similar platforms), with demonstrated success leading system enhancements, automation initiatives, integrations, and strategic Finance technology improvements.
Strong understanding of core Finance processes, including accounts payable, financial close, account reconciliations, management reporting, cost accounting, planning, and expense management.
Experience in analyzing qualitative and quantitative data to produce business recommendations.
Familiarity with data reporting and visualization tools (e.g., Tableau, Power BI, SQL).
Experience managing enhancement cycles, testing, and release management for business systems.
Demonstrated ability to balance system configuration, process optimization, and user experience.
Commitment to continuous learning and collaboration across digital platforms.

MAJOR ACCOUNTABILITIES:

Serve as the primary system owner and subject matter expert for Finance‑owned systems, ensuring continuity of knowledge, effective governance, and operational reliability through the administration of system configurations, workflows, user access, security roles, approval hierarchies, master data, and recurring system activities. Ensure processes are evaluated end to end rather than optimizing individual system activities in isolation. Evaluate emerging technologies, AI capabilities, and intelligent automation opportunities to improve Finance processes and decision support. Develop and maintain a multi‑year Finance systems roadmap aligned with the broader Finance strategy and transformation priorities. Partner with the Accounting COE, Cost Accounting COE, FP&A, business units, Digital, and business process experts to understand process needs, identify system‑enabled improvement opportunities, and translate business requirements into achievable system solutions and configurations. Partner with Finance technology vendors to manage system performance, enhancements, integrations, and future capabilities, ensuring solutions continue to support evolving Finance processes and transformation priorities. Support the transition of Finance work by ensuring systems, access, workflows, and documentation are ready for future‑state ownership. Promote and sustain the right usage of automation tools to systematically enhance error‑prone human activities and prioritize activities where automation delivers measurable business value. Provide guidance to Finance teams on system capabilities, recommended practices, and potential solutions. Provide training and ongoing support to system users while building broader capability and reducing reliance on informal system knowledge. Translate Finance’s strategic objectives into system capabilities, enhancements, integrations, and technology investments. Partner with Finance leaders and process owners to prioritize system enhancements based on business value, risk, capacity, and strategic alignment. Provide technical design review, validation, and feedback on proposed solutions to ensure long‑term functionality, sustainability, and data integrity. Lead and coordinate enhancement or sprint planning sessions to manage system updates, user requests, and release cycles for finance‑owned systems. Follow Environmental, Quality and Safety Management System procedures and requirements. Ability to meet the essential job requirements, with or without reasonable accommodation, as outlined in the job description.

We offer comprehensive health, dental, and vision benefits, along with a 401(k) plan that includes employer matching and profit sharing.
Additionally, we offer company‑paid life insurance, disability coverage, and paid time off (PTO).

OUR STORY

Charter Manufacturing is a family‑owned group of diversified metals manufacturing businesses founded in 1936 and headquartered in Mequon, Wis. Our will to grow drives our success. It is fueled by a team of respected and dedicated employees committed to continuous improvement and an entrepreneurial spirit that thrives within the Charter family.

WE ARE INVESTED IN YOU

When you work at Charter Manufacturing you’re part of a four‑generation family business. That means, you’re not just an employee, you’re one of our family members. We believe in mutual trust. Employees are respected and empowered to explore new and better ways to impact the success of the company. Employees, at every level, are valued for their motivation to deliver the best products and service. We are in this together. Charter has a thriving team environment. Part of being a family means we collaborate, learn, thrive and benefit – together. We are committed to your future. The forward thinking and enthusiasm from our team drives us to create resources and opportunities for employees to learn, develop and create their own future. We celebrate you. We are successful because of our employees — and their great work doesn’t go unnoticed. We recognize and reward our employees for their contributions.

Visit our website to learn more about our family of companies. View our 2022 Sustainability Report. To review our data use practices, visit our Company Privacy Policy.

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