What are the responsibilities and job description for the Finance Optimization Analyst position at Wellby and Careers?
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Position Summary
The Finance Optimization Analyst is primarily responsible for delivering easier and more efficient processes through various financial systems. This position is crucial in configuring, maintaining, and validating processes within various financial systems. The Finance Optimization Analyst will collaborate with stakeholders to design, troubleshoot, and configure enhancements and resolve finance system-related issues. This position will create and provide accurate reporting and ensure data integrity through multiple financial systems.
Principle Duties and Responsibilities
Willingness and ability to exhibit Wellby Core Values every day.
Works with purpose and is driven to provide the best team member experience.
Executes analysis of present processes and identifies opportunities to enhance those processes.
Analyzes complex problems and creates recommendations for resolution.
Develop business requirements for resolving issues, new enhancements, and new applications.
Creates and maintains process plans that contain project goals, milestones, and resources.
Collaborates with employees and stakeholders to improve processes and outcomes.
Contributes to the development of the Finance Optimization roadmap throughout the implementation lifecycle of new features and executes post-production support.
Develops, maintains, tests, and validates custom reporting to create efficiencies within various departments.
Develops, maintains, and contributes to documentation procedures of the financial systems.
Tests and validates financial systems software releases, upgrades, and enhancements.
Maintains current system configurations and collaborates with software support teams to resolve issues within the financial systems.
Ensures data integrity for all financial systems.
Performs other related duties as assigned.
Knowledge, Skills, and Abilities (KSA)
Knowledge of Wellby’s organizational functions and general operating policies and procedures.
Knowledge of secretarial practices and procedures, business English, spelling, and punctuation.
Knowledge of personal computer, utilizing Microsoft Office Suite and other software’s.
Skilled in operating computer equipment and general office machines such as personal computers, copiers, projection equipment, audio/video, Microsoft Teams, Zoom Video Communications, and adding machines.
Ability to define, measure and analyze processes to identify improvement opportunities.
Ability to leverage data to gain insights and creatively solve business problems.
Ability to maintain confidential and meticulous records.
Ability to communicate clearly and concisely, orally and in writing.
Ability to efficiently understand and follow oral and written instructions, perform routine duties without close supervision, and establish and maintain effective working relationships with other team members.
Ability to coordinate several concurrent activities simultaneously.
Ability to exercise independent judgment.
Supervisory Responsibilities
The team member does not have supervisory responsibilities.
Complexity & Scope of Work
The team member will ensure policies, procedures, and programs are consistently administered, aligned with organizational goals, and compliant with professional standards.
The team member performs routine and generally related tasks without supervisory direction.
Tasks may occasionally have to be coordinated, integrated, and/or prioritized.
Courses of action are determined by established procedures and/or the Vice President of Finance Optimization.
The team member’s work is reviewed periodically for accuracy, completion, and compliance with the policies and procedures.
The team member uses independent judgment in making decisions.
Physical Demands & Work Environment
The physical demands and work environment characteristics described here represent those that must be met by a team member to successfully perform the essential functions of this position. Reasonable accommodations may enable individuals with disabilities to perform essential functions.
To perform this job successfully, the team member is frequently required to remain in a stationary position 50% of the time. Daily movements include sitting, standing, reaching, and grasping; operating computers and other office equipment; moving about the office; and attending possible onsite and offsite meetings.
The team member must be able to exchange information, in person, in writing, and via telephone. Some degree of stress results from contact with management and other team members.
The ability to observe details at close range (within a few feet of the observer).
Must be able to occasionally lift items weighing up to 25 pounds across the office and load them onto shelves for various needs.
The noise level in the work environment is usually moderate.
Work involves the typical risks and discomforts associated with an office environment but is usually in an adequately cooled, heated, lighted, and ventilated area.
Minimum Qualifications
Bachelor’s degree in accounting, finance, computer science, or related field required.
Minimum four (4) years of experience in accounting and/or finance, business analyst, or related area, along with training that provides the required knowledge and skills.
Workday financial module, nCino, Symitar, and/or Profitstar experience preferred.
Business process design and facilitation experience preferred.
Showcases excellent analytical and evaluation skills.
For All Candidates
This is a Full-Time, Salary (exempt) role.
Wellby is an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, veteran status or any other legally protected characteristic. If you'd like more information about your EEO rights as an applicant under the law, please contact Human Resources.
Wellby provides equal opportunity to qualified individuals with disabilities and disabled veterans. If you need a reasonable accommodation, please email careers@wellbyfinancial.com or call 281-226-1696 for assistance.
Disclaimer
The statements herein are intended to describe the general nature and level of work being performed by team members and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the Company.