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Senior Financial Systems Analyst
$98k-123k (estimate)
Full Time | Business Services 2 Months Ago
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Edelman Financial Engines is Hiring a Senior Financial Systems Analyst Near Fairfax, VA

Company DescriptionAbout Edelman Financial EnginesSince 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all American investors — not just the wealthy — deserve access to personal, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisor, recognized by both InvestmentNews[1] and Barron’s[2] with 180 planner offices across the country and entrusted by more than 1.1 million clients to manage over $181 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.For more information, visit EdelmanFinancialEngines.com and FinancialEngines.com. © 2019 Edelman Financial Engines™, LLC All rights reserved. All advisory services provided by Financial Engines Advisors L.L.C. Financial Engines Advisors does not guarantee future results. 1 Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/).2 The Top 40 Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth. [1] Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/);[2] The Top 40 Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.Job DescriptionThis person will be responsible for supporting the financial systems including the ongoing integration across multiple accounting systems and the development of processes, controls and reporting. Specifically, this person needs to have a good exposure to NetSuite, Concur and reporting systems in general. He should be able to run queries, extract and load data and generate user reports as needed.Responsibilities:Good understanding and exposure to one or more of the following systems and the interfaces with financial systems: Oracle NetSuite, Concur AP and T&ECapable of providing support to the user community in running queries, loading data, generating new reports, closing financial systemsResponsible for maintaining user roles, privileges and administration work and security functionsResponsible for maintaining the financial systems configuration design and related documentationDevelop and validate requirements for changes, updates to financial systems including the support of upgrades and testing of the changes. Assist with proposal work and evaluation of responses.Assist with training and development of training materials, as relevant to the role and support providedGood exposure to internal controls and SOX testing, security and governanceUnderstanding and support of underlying subsystems as it interfaces with GL including Revenue & Billing, Procurement and AP, Payroll, T&E, FA, Blackline, consolidation and reporting systemsInterfaces with external auditors and assists with providing information including data extracts, reports as neededManages workload efficiently and support the peak periods for Close and Consolidation, FP&A, AP, AR and BillingTeam player across departments.QualificationsRequirements:Bachelor of Science in Business Administration or Computer Science with exposure to finance or finance systems and processesMinimum 5 years’ experience with Finance Systems, processes and controls requiredExposure to SOX, internal controls and consolidation processesFinancial services and/or Technology industry experience preferredExperience in, or exposure to, subsystems such as Oracle NetSuite, Concur T&E and AP, UltiPro HR, Client billing systems, MS Dynamics SL, Fixed Assets SystemExcellent written and oral communication skills.Strong aptitude for financial systems and proficiency in Microsoft Office, especially Excel.Detail-oriented with strong analytical and interpersonal skills.Positive attitude and team playerMust be comfortable independently evaluating a situation, exercising judgment, and independently making decisions.The Senior Financial Systems Analyst identifies and resolves problems in a timely manner and gathers and analyzes information skillfully.Position requires high level of responsibility regarding confidential information.Submit Resume: https://app.jobvite.com/j?aj=o8a58fwf&s=SmartRecruiters Additional InformationAll your information will be kept confidential according to EEO guidelines.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Business Services

SALARY

$98k-123k (estimate)

POST DATE

03/14/2024

EXPIRATION DATE

05/13/2024

WEBSITE

edelmanfinancialengines.com

HEADQUARTERS

SANTA CLARA, CA

SIZE

500 - 1,000

FOUNDED

1987

CEO

RIC EDELMAN

REVENUE

$200M - $500M

INDUSTRY

Business Services

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About Edelman Financial Engines

Overview We put the personal in personal finance. Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We believe that all investors not just the wealthy deserve personalized, comprehensive financial planning and investment advice. In 2018, two of Americas most prominent financial planning and investment management firms, Edelman Financial Services and Financial Engines, merged to become Edelman Financial Engines and the way people plan, save and invest was forever transformed. Today were Americas top independent financial planning a...nd investment advisor, recognized by InvestmentNews1 and Barrons2. We have 178 planner offices nationwide, and 1.2 million clients trust us to manage over $212 billion in assets. Learn more at www.edelmanfinancialengines.com. 2019 Edelman Financial Engines, LLC. Financial Engines and Edelman Financial EnginesTM are trademarks of Edelman Financial Engines, LLC. All advisory services offered through Financial Engines Advisors L.L.C. (FEA), a federally registered investment advisor and wholly owned subsidiary of Edelman Financial Engines, LLC. FEA may also be referred to as Edelman Financial Engines or Financial Engines. Results are not guaranteed. 1 Ranking and status for 2018. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/). 2 The Top 40 Independent Advisory Firm Ranking issued by Barrons is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services, LLC. (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth. More
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The following is the career advancement route for Senior Financial Systems Analyst positions, which can be used as a reference in future career path planning. As a Senior Financial Systems Analyst, it can be promoted into senior positions as a Financial Systems Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Senior Financial Systems Analyst. You can explore the career advancement for a Senior Financial Systems Analyst below and select your interested title to get hiring information.