[Remote] Financial Systems Lead
Note: The job is a remote job and is open to candidates in USA. Envestnet is a financial technology company transforming the delivery of financial advice through connected technology and asset management solutions. The Financial Systems Lead will act as a financial systems analyst and leader, supporting existing applications while driving application transformation initiatives.
Responsibilities
- System Administration and support including but not limited to:
- Master data maintenance to support business changes
- User access
- Functional and technical system configuration
- Integration configuration
- Integration log monitoring & failure resolution
- Issue logging and resolution
- Execution of system admin responsibilities in adherence with SOX controls
- Functional and technical business analysis
- Problem identification
- Requirements gathering
- Development of functional and technical specifications
- Testing design
- QA
- Rollout strategy
- Change Management and Systems Implementation
- Liaison with the business users, other application teams and IT to understand initiatives, dependencies and necessary coordination
- Request Logs maintenance
- Provide leadership in initiatives and drive priority change request items to closure
- Review/evaluate monthly & quarterly Oracle Cloud Releases
- Review/evaluate quarterly Intacct Releases (until migrated to Oracle Cloud)
- Coordinate testing for new releases and changes
- Data conversion including ETL and data validation
- Reporting
- Learn & utilize the various application delivered reporting tools
- Define reporting requirements
- Modify/clone existing reports
- Design and/or develop new reports
- Controls
- Design, execution and testing of application IT/Systems controls
- Support for business controls
- General Responsibilities including but not limited to:
- Collaborates with team members and user community on resolution of more complex issues
- Works as a team player within a project initiative, and able to execute assigned tasks as required for the successful progression and completion of the project
- Works with outside vendors to support projects as needed
- Independent learning to enhance knowledge and understanding of applications and technology
- Provides status updates to management and customers
- Openly shares knowledge and effectively responds to requests for information on specific issues/problems within the organization
- Effectively utilizes support tracking and knowledge base systems
- Makes recommendations to improve business processes and methodologies
- Effectively understands and communicates Company policy and practices
- Responsible for performing duties in adherence to company SOX controls and related policies
Skills
- 5-7 years functional and technical business analysis experience preferably in ERP or other financial systems
- 3-5 years financial systems implementation as systems analyst performing both functional and technical tasks
- 3-5 years data conversion experience including mapping data, ETL and validation
- 5-7 years of increasing responsibility in a customer-facing support and/or implementation capacity
- 5 years supporting and/or implementing SaaS software solutions
- 5 years' experience with various integration methodologies for both on-prem and SaaS software
- Bachelor's degree (B.A.) in Finance, Accounting, IT or related field from four-year college or university; and two to five years' related experience and/or training; or equivalent combination of education and experience
- Working knowledge of SQL and database architecture
- Knowledge/experience with systems architecture, data modeling and IT Best Practices
- Working knowledge of accounting practices
- Prior systems analyst responsibilities for a Tier-1 ERP (Oracle Cloud Fusion, Oracle eBusiness, SAP, PeopleSoft)
- Certifications/training in cloud technology, Microsoft O365 tools, modern development platforms
- Project Management/Agile project delivery
Benefits
- Health Benefits (Health/Dental/Vision)
- Paid Time Off (PTO) & Volunteer Time Off (VTO)
- 401K 6 Company Match
- Annual Bonus Incentives
- Parental Stipend
- Tuition Reimbursement
- Student Debt Program
- Charitable Match
- Wellness Program
Company Overview
Company H1B Sponsorship