Senior Financial Systems & Process Improvement Lead

Oklahoma State University Foundation

Stillwater (OK)

On-site

USD 95,000 - 125,000

Full time

14 days+
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Job summary

Oklahoma State University Foundation is seeking a Senior Financial and Administrative Systems Analyst to serve as the senior functional analyst and business liaison for financial, gift administration, and related administrative systems. This role evaluates business processes, prioritizes requirements, and partners with Information Strategy and vendors to implement solutions.

The position requires strong financial operations knowledge and technical aptitude to ensure systems support

Qualifications

  • Bachelor’s degree in accounting, Finance, Information Systems, Business Analytics, or related field required.
  • CPA, CMA, PMP, CBAP, systems certification or comparable credential preferred.
  • Minimum 7 years of progressively responsible experience in financial systems administration, business analysis, process improvement, or financial technology support.
  • Demonstrated experience with financial or nonprofit accounting systems, CRM platforms, and reporting tools preferred.
  • Experience leading or supporting software selection, implementation support, upgrades, or business transformation initiatives.

Responsibilities

  • Conduct ongoing analysis of financial systems and related platforms to identify redesign, improvement, and efficiency opportunities.
  • Initial evaluation of emerging technologies and software solutions that may improve financial and administrative operations; participate in software selection, implementation support, configuration, testing, and adoption activities.
  • Evaluate system configurations, workflows, and integrations to ensure optimal performance and alignment with organizational objectives.
  • Lead or support system enhancement initiatives in partnership with Information Strategy, including requirements gathering, testing, implementation support and post-implementation review.
  • Serve as the primary liaison between Finance and Accounting, Gift and Record Management, Advancement Operations, Information Strategy, and external vendors to troubleshoot issues and support implementation of solutions in collaboration with the Information Strategies team.
  • Partner closely with Information Strategy to ensure business requirements, technical solutions, system integrations, and data structures align with administrative and financial organizational standards and priorities.
  • Ensure financial and business system controls, data integrity, and audit readiness are maintained across platforms.
  • Lead or support cross-functional administrative projects focused on process redesign, system integration, and operational scalability.
  • Map & maintain current-state processes across finance, gift and record management, facilities and related administrative functions; identify gaps, redundancies, and control risks.
  • Facilitate stakeholder discussions, document business requirements, develop process maps, and assist in translating operational needs into functional specifications.
  • Evaluate manual and resource-intensive processes to identify opportunities to automate, streamline, and modernize operations through enhanced use of system capabilities, workflow tools, reporting solutions, artificial intelligence tools, and emerging technologies.
  • Track and measure process improvement outcomes (efficiency gains, error reduction, cycle time improvements).
  • Develop and maintain administrative system documentation, process workflows, and configuration standards.
  • Monitor administrative and financial system performance metrics and proactively identify and resolve inefficiencies or risks.

Skills

Financial systems administration
Business analysis
Process improvement
Data analytics
Stakeholder communication
Nonprofit accounting
CRM systems
Tableau
Power BI
SQL
Excel
CoPilot / AI platforms

Education

Bachelor’s degree in accounting, Finance, Information Systems, Business Analytics, or related field
CPA, CMA, PMP, CBAP, systems certification or comparable credential

Tools

Tableau
Power BI
SQL
CRM systems
Excel
CoPilot / AI platforms

Job description

Oklahoma State University Foundation is seeking a Senior Financial and Administrative Systems Analyst to serve as the senior functional analyst and business liaison for financial, gift administration, and related administrative systems. This role evaluates business processes, prioritizes requirements, and partners with Information Strategy and vendors to implement solutions.

The position requires strong financial operations knowledge and technical aptitude to ensure systems support

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