Sr. Financial Systems Analyst

Jobot; BLOOMINGTON (MN); On-site; USD 120,000 - 140,000; Full time

Job summary

Jobot is seeking a Sr. Financial Systems Analyst to lead a high-visibility ERP modernization project within a manufacturing environment.

You will own financial process optimization, executive BI reporting, and data platform design in the Microsoft Fabric ecosystem, including Dynamics 365 F&O integrations. The role reports to senior finance leadership and blends finance with technology, offering exposure to cross-functional initiatives and a path toward broader systems/finance leadership

Qualifications

• Bachelor's degree in Finance, Accounting, or a related field.
• CPA, CMA, or a relevant technology certification (e.g., Microsoft Dynamics 365 Finance Functional Consultant) is a plus, not required
• 5+ years of experience in financial systems analysis, ERP implementation, or finance technology consulting
• Strong understanding of end-to-end O2C and P2P processes and their system dependencies
• Hands-on experience with Microsoft Fabric (Data Factory, Synapse Analytics, OneLake, Power BI Premium)
• Proven experience with Microsoft Dynamics 365 Finance & Operations—functional configuration, module administration, and/or implementation

Responsibilities

• Analyze, document, and continuously improve financial processes including invoicing, collections, cash application, month-end close, and revenue recognition.
• Support cycle optimization including vendor onboarding, PO management, invoice processing, and payment workflows.
• Identify automation opportunities across financial processes leveraging ERP capabilities and RPA tooling.
• Collaborate with AP, AR, and Procurement to resolve process breakdowns and escalations.
• Develop and maintain executive dashboards and financial reporting using Power BI integrated with Microsoft Fabric.
• Build and validate financial models, variance analyses, and ad hoc reports for FP&A and month-end reviews.
• Partner with Accounting, FP&A, and Treasury to automate recurring reporting packages.

Skills

ERP analysis

Finance process optimization

Executive reporting/BI

Cross-functional collaboration

Project management

Education

Bachelor's degree in Finance/Accounting

CPA or CMA / Dynamics 365 Finance Functional Consultant (a plus)

Tools

Dynamics 365 F&O

Microsoft Fabric

Power BI

SQL

Python

Excel

REST APIs / Logic Apps / Power Automate

Data governance / ETL pipelines

Job description

Sr. Financial Systems Analyst + High-Visibility ERP Modernization Project + Direct Line to Finance Leadership + Competitive Base + Bonus

Salary: $120,000 - $140,000 per year

A bit about us

Our client is a well-established, private equity-backed manufacturer in the advanced technology space, with decades of history and a reputation for precision engineering. The company is in the middle of a significant digital transformation — modernizing its core financial systems for the first time in over a decade — as part of a broader push to scale operations and position itself for future growth.

Why join us

• Own a real mix of work — financial process improvement, executive reporting/BI, and a ground-floor seat in a major ERP modernization, not a narrow, single-lane role
• High-visibility seat that reports directly into senior finance leadership, with cross-functional influence over how systems and processes evolve
• A Genuine blend of finance and technology — hands-on work with Microsoft Fabric, Power BI, and SQL, not just spreadsheets
• Stability plus growth — a private-equity-backed company investing heavily in its future, with room for this role to expand into broader systems/finance leadership post-implementation
• Collaborative, tenured leadership across Finance and IT, genuinely invested in this hire's success
• A “build it, don't just run it” opportunity inside an otherwise established company

Financial System Process Optimization

• Analyze, document, and continuously improve processes including customer invoicing, collections, cash application, month-end close, and revenue recognition
• Support cycle optimization including vendor onboarding, purchase order management, invoice processing, and payment workflows
• Identify automation opportunities across financial processes, leveraging ERP capabilities and RPA tooling to reduce manual effort and cycle times
• Collaborate with AP, AR, and Procurement teams to resolve process breakdowns and escalations

Reporting, Analytics & Business Intelligence

• Develop and maintain executive-level financial dashboards and operational reporting for executives and business function leaders, using Power BI integrated with Microsoft Fabric
• Build and validate financial models, variance analyses, and ad hoc reports to support FP&A, month-end close, and business reviews
• Partner with Accounting, FP&A, and Treasury teams to automate recurring reporting packages and reduce manual data extraction activities

Financial Systems & Data Platform

• Design, develop, and maintain financial data pipelines within the Microsoft Fabric ecosystem (Data Factory, Synapse Analytics, Power BI, OneLake)
• Partner with Finance and IT leadership to architect scalable reporting and analytics solutions leveraging the data platform
• Administer and optimize integrations between the data platform and ERP systems
• Ensure data integrity, lineage, and governance across all financial data assets

ERP Administration & Optimization

• Support day-to-day administration, configuration, and enhancement of the current ERP for the Finance organization
• Support ERP upgrade, migration, and module implementation projects, coordinating between Finance, IT, and external vendors
• Support training of the Finance team and documentation of processes and procedures during the ERP transition
• Troubleshoot ERP system issues and drive root-cause resolution across financial modules (GL, AR, AP, Fixed Assets, Cost Accounting)
• Document system configurations, workflows, and business process maps to support SOX compliance and audit readiness

Technical Development & Integration

• Maintain SQL queries, stored procedures, and data views to support reporting and data extraction
• Support API integrations between ERP systems, financial data platforms, and third-party applications (e.g., banking portals)
• Participate in system testing (UAT), data validation, and cutover activities for ERP implementations and upgrades

Stakeholder Engagement & Project Delivery

• Serve as a trusted functional advisor to Finance leadership on system capabilities, process improvements, and technology roadmap decisions
• Translate complex business requirements into detailed functional and technical specifications
• Manage concurrent workstreams and deliverables within a project management framework (Agile or Waterfall)
• Prepare and deliver clear, concise executive-level status updates and findings presentations

Requirements

Education

• Bachelor's degree in Finance, Accounting, or a related field
• CPA, CMA, or a relevant technology certification (e.g., Microsoft Dynamics 365 Finance Functional Consultant) is a plus, not required

Experience

• 5+ years of experience in financial systems analysis, ERP implementation, or finance technology consulting
• Strong understanding of end-to-end Order-to-Cash (O2C) and Procure-to-Pay (P2P) processes and their system dependencies
• Strong understanding of key accounting concepts: journal entry development, standard costing, accruals, revenue recognition
• Hands-on experience with Microsoft Fabric (Data Factory, Synapse Analytics, OneLake, Power BI Premium)
• Proven experience with Microsoft Dynamics 365 Finance & Operations (F&O) — functional configuration, module administration, and/or implementation
• Prior experience in an advanced manufacturing, electronics, or high-tech industry preferred

Technical Skills

• Data platform: Data pipelines, Power BI semantic models, OneLake governance
• ERP: Dynamics 365 F&O (required), Microsoft Great Plains (preferred)
• Programming: Python (data manipulation, automation, pandas/numpy), SQL (T-SQL, complex queries, stored procedures)
• Reporting & BI: Power BI (DAX, Power Query, dataset management), SSRS, Excel (advanced, including Power Query and Power Pivot)
• Integration & automation: REST APIs, ODATA, Logic Apps, Power Automate
• Data & governance: Data modeling concepts, ETL/ELT pipelines, data lineage, master data management (MDM)
• Version control: Git-based source control for code and configuration management

Preferred Qualifications

• Experience supporting financial systems in a specialty or advanced manufacturing environment (fab, fabless, or contract manufacturing settings)
• Working knowledge of Microsoft Great Plains (GP) — chart of accounts, GL consolidations, and reporting
• Familiarity with manufacturing-specific financial considerations: inventory valuation, yield/cost accounting, and intercompany transfer pricing
• Knowledge of Azure cloud services relevant to financial data: Azure Data Lake, Azure Synapse, Azure DevOps
• Project management certification (PMP, PRINCE2, or SAFe Agile) is a plus

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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