What are the responsibilities and job description for the Financial Systems Analyst position at IMRI Technology & Engineering Solutions?
Financial Systems Analyst (K-12 ERP & Compliance)
Location: Santa Clara County, CA (Hybrid/Onsite)
Position Overview
Join a team supporting the financial backbone of California’s K-12 education system. The Financial Systems Analyst plays a critical role in aligning financial reporting, compliance requirements, and enterprise systems to ensure accurate, timely, and audit-ready financial operations.
This role combines finance, technology, and regulatory compliance, supporting modernization initiatives and improving financial transparency across the organization.
Key Responsibilities
Financial Reporting and Compliance
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Support and maintain financial reporting processes in compliance with California K-12 requirements, including:
- Standardized Account Code Structure (SACS)
- AB 1200 fiscal oversight guidelines
- CalPERS and CalSTRS reporting requirements
- Ensure accuracy, completeness, and timeliness of financial submissions
- Partner with finance and audit teams to support internal and external audits
ERP Systems and Technology
- Administer and support financial systems, with a focus on Oracle ERP
- Assist in system enhancements, upgrades, and data integrity validation
- Support migration or optimization efforts, including exposure to Oracle Cloud environments
- Collaborate with IT teams to troubleshoot system issues and improve workflows
Data Analysis and Process Improvement
- Analyze financial data to identify discrepancies, trends, and opportunities for efficiency
- Develop and maintain reports, dashboards, and data validation processes
- Recommend and implement process improvements to streamline reporting and compliance
Stakeholder and Cross-Functional Collaboration
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Work closely with:
- Finance and accounting teams
- HR/payroll (for CalPERS/CalSTRS alignment)
- IT and system administrators
- Translate business requirements into system and reporting solutions
Required Qualifications
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5 years of experience in:
- Financial systems analysis
- K-12 or public sector finance (preferred)
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Strong knowledge of:
- SACS reporting
- AB 1200 compliance frameworks
- CalPERS and CalSTRS reporting processes
- Hands-on experience with Oracle ERP
- Strong analytical, problem-solving, and documentation skills