What are the responsibilities and job description for the Lead Financial Systems Administrator position at EDI Specialists, Inc.?
ROLE SUMMARY
Serves as an advanced technical expert responsible for the design, administration, and optimization of enterprise financial systems, including OneStream XF and Oracle EBS. Drives complex, cross-functional initiatives that enhance financial reporting, data integration, and process automation. Applies deep expertise to solve large, open-ended challenges, develops innovative solutions, and sets standards for system performance and governance. Responsibilities include leading system administration, reporting and analytics, integration design, and process improvement, while mentoring junior staff and fostering technical talent. While acting as a liaison between Finance, Information Technology (IT), and vendors, ensures system reliability, compliance, and scalability and influences strategic decisions through collaboration with Finance staff and senior leadership.
CORE RESPONSIBILITIES
ADDITIONAL RESPONSIBILITIES
REQUIRED SKILLS & PERSONAL QUALIFICATIONS
EDUCATION & EXPERIENCE REQUIREMENTS: Bachelor''s degree in Accounting or Finance and 6 to 8 years of progressive experience required. Master''s Degree in Financial area of study preferred.
Serves as an advanced technical expert responsible for the design, administration, and optimization of enterprise financial systems, including OneStream XF and Oracle EBS. Drives complex, cross-functional initiatives that enhance financial reporting, data integration, and process automation. Applies deep expertise to solve large, open-ended challenges, develops innovative solutions, and sets standards for system performance and governance. Responsibilities include leading system administration, reporting and analytics, integration design, and process improvement, while mentoring junior staff and fostering technical talent. While acting as a liaison between Finance, Information Technology (IT), and vendors, ensures system reliability, compliance, and scalability and influences strategic decisions through collaboration with Finance staff and senior leadership.
CORE RESPONSIBILITIES
- System Administration & Maintenance: Oversees the administration of OneStream XF, including configuration, metadata management, security, and performance monitoring. Responsibilities include coordinating patches and upgrades, managing user access and workflows, supporting data integration and cube processing, and ensuring system reliability in collaboration with Information Technology (IT) and business stakeholders.
- Financial Reporting & Analytics: Designs and develops advanced OneStream reports and dashboards to support Accounting, Financial Planning & Analysis (FP&A), and Tax teams. Collaborates with stakeholders to deliver high-impact analytics and ensure alignment with business needs.
- Data Integration & Governance: Designs and leads advanced data integrations between Oracle EBS, OneStream, and reporting tools. Ensures completeness and accuracy through reconciliations, exception handling, and Sarbanes-Oxley Act- (SOX)-compliant controls performed by team members.
- Process Improvement & Automation: Leads process optimization initiatives by identifying automation opportunities and implementing solutions using various technology tools. Drives improvements in Oracle EBS processes as well as OneStream processes and applications. Mentors less-experienced staff in process design and documentation.
- Training & Enablement: Leads training and enablement efforts for financial systems. Develops materials, conducts sessions, and promotes best practices to enhance user adoption and system proficiency.
- Cross-Functional Collaboration: Acts as a liaison between Finance, IT, and external vendors. Leads solution design discussions, maintains productive vendor relationships, and ensures successful implementation of system enhancements.
- Project Leadership & Staff Development: Leads complex projects and provides guidance to less-experienced staff. Oversees task delegation, reviews deliverables, and supports professional development through coaching and mentorship.
ADDITIONAL RESPONSIBILITIES
- Best Practices & Systems Evaluation: Continuously researches and assesses emerging financial technologies, methodologies, and industry standards to identify best practices and recommend system enhancements that improve efficiency, compliance, and scalability across the Finance department.
REQUIRED SKILLS & PERSONAL QUALIFICATIONS
- Bachelor''s Degree in accounting, finance, or management information systems required And
- Master''s Degree preferred
- At least 6-8 years of experience in administering finance systems such as ERP or EPM systems required
- Solid understanding of Enterprise Performance Management (EPM)/Corporate Performance Management (CPM) platforms and budgeting and planning systems (i.e., OneStream, Hyperion, etc.), with working knowledge of accounting principles and/or financial modeling.
- Experience in facilitating and maintaining data integrations across financial systems.
- Skilled in leading complex projects; collaborating with finance, information technology (IT), and vendors; and presenting solutions to senior leadership.
- Ability to identify inefficiencies and implement automation solutions to streamline financial processes and reporting.
- Proficiency in VBA scripting and/or C# Preferred
EDUCATION & EXPERIENCE REQUIREMENTS: Bachelor''s degree in Accounting or Finance and 6 to 8 years of progressive experience required. Master''s Degree in Financial area of study preferred.