Lead Financial Systems Analyst

Copeland

$90K — $110K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting, Finance, Information Systems, Business, or related field.
  • 5+ years of experience supporting ERP systems or financial applications.
  • Experience collaborating with Finance and IT to enhance business processes and technology solutions.
  • Proven background in system enhancements, testing, and issue resolution activities.
  • Strong analytical and problem-solving skills to troubleshoot issues effectively.
  • Demonstrated abilities in communication, stakeholder management, and building relationships.
  • Capacity to handle multiple priorities independently in a cross-functional environment.

Responsibilities

  • Serve as a primary liaison between Finance, IT, and business stakeholders on finance-owned systems.
  • Support daily operations and continuous improvement of financial systems and ERP platforms.
  • Identify and implement system enhancements and process improvements with stakeholders.
  • Troubleshoot and coordinate the resolution of system and process issues with support teams.
  • Develop and maintain documentation for systems, processes, and user guides.
  • Coordinate system implementations, upgrades, and integrations as needed.
  • Support finance transformation initiatives related to ERP migration and modernization projects.

Benefits

  • Opportunity to participate in significant finance transformation initiatives.
  • Engagement with various business functions for diverse project exposure.
  • Development of strong relationships with key stakeholders across Finance and IT.
  • Involvement in a dynamic role that combines finance and technology.
Full Job Description

Job Description:

The Lead Financial Systems Analyst serves as a key business partner supporting finance-owned systems and applications. This role works closely with Finance, IT, business stakeholders, and external vendors to support system operations, drive continuous improvement, and coordinate technology-related initiatives.

This position acts as a bridge between Finance and Information Technology, helping translate business requirements into effective system solutions while ensuring financial applications continue to support evolving business needs. The role will support a portfolio of finance systems, including ERP platforms, workflow applications, banking systems, and other finance-owned technologies.

This role will also support ongoing finance transformation initiatives, including the organization's transition of business processes from JD Edwards (JDE) to Oracle.

Financial Systems Partnership & Support

  • Serve as a primary business partner between Finance, IT, and business stakeholders for finance-owned systems and applications.

  • Support day-to-day operation, maintenance, and continuous improvement of financial systems, including ERP platforms and related applications.

  • Partner with stakeholders to identify, prioritize, and implement system enhancements, process improvements, and defect resolution.

  • Troubleshoot system and process-related issues and coordinate resolution with internal and external support teams.

  • Develop and maintain system documentation, process flows, support procedures, and user guidance materials.

Project & Transformation Support

  • Coordinate system implementations, upgrades, enhancements, and integrations.

  • Gather and document business requirements and assist in developing functional solutions.

  • Support testing activities, including user acceptance testing and post-implementation stabilization.

  • Assist with change management, training, and communication activities related to system initiatives.

  • Support finance transformation efforts, including ERP migration and process modernization projects.

Stakeholder Management

  • Build strong working relationships across Finance, IT, Shared Services, and business functions.

  • Facilitate communication between business users and technical teams to ensure successful delivery of system solutions.

  • Assist in prioritizing support requests, enhancement opportunities, and project activities.

  • Coordinate activities with offshore resources, vendors, and support partners as needed.

Governance & Compliance

  • Support SOX controls, user access reviews, audit requests, and change management processes.

  • Promote strong governance, data integrity, and system security practices.

  • Maintain documentation supporting compliance, controls, and operational procedures.

Qualifications Required

  • Bachelor's degree in Accounting, Finance, Information Systems, Business, or a related field.

  • 5+ years of experience supporting ERP systems, financial applications, or business systems.

  • Experience working across Finance and IT organizations to support business processes and technology solutions.

  • Experience supporting system enhancements, testing, implementations, and issue resolution activities.

  • Strong analytical, troubleshooting, and problem-solving skills.

  • Excellent communication, stakeholder management, and relationship-building abilities.

  • Ability to manage multiple priorities and work independently within a cross-functional environment.

Preferred

  • Experience supporting JD Edwards (JDE), Oracle ERP, or similar enterprise systems.

  • Experience in a business systems analyst, functional analyst, super-user, or ERP support role.

  • Manufacturing, shared services, accounting, or finance process experience.

  • Knowledge of SOX controls and audit support processes.

  • Experience supporting ERP migrations, finance transformation initiatives, or large-scale system implementations.

  • Experience coordinating offshore resources and external vendors.

  • Spanish language proficiency.

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