Finance Systems Specialist
5 months ago
**Company Description**:
Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.
We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they’re at in their financial journey.
An exceptional track record of growth and innovation is driven by our core values of: _Personal, _offering advice based on a true understanding of what matters to our clients; _Partnership_, working with our clients in a joined-up, collaborative way; and _Performance_, demonstrating a breadth and depth of advice expertise to deliver first-class results.
**Job purpose**
The Finance Systems Specialist is responsible for the day-to-day administration and ongoing development of the NetSuite Finance system for Evelyn Partners. They will be the ‘go-to’ person for NetSuite, delivering a Finance systems platform that is reliable and responsive to users’ requirements.
Reporting to the Head of Finance Systems and Change, they will be a pivotal member of the Finance Systems and Change team working on multiple projects to deliver continuous improvement for all NetSuite users. They will also be responsible for the administration of some elements of the other Finance systems including SAP Concur for expenses, Diligent Highbond for controls, and PTX for bank payments.
**Key Responsibilities**
**Systems Administration**
- Be the ‘go-to’ person for day-to-day systems maintenance for NetSuite, Concur, Diligent and PTX, using their expertise to resolve users’ questions and problems in an approachable and timely way.
- Lead the Finance Systems and Change team’s relationship with key internal and external stakeholders including:
- NetSuite ACS support and other third-party system vendors
- Evelyn Partners’ Human Resources (HR) Systems team
- Evelyn Partners’ Digital & Technology Solutions team
- External and Internal audit teams
- Manage the Finance systems integration tasks for any M&A projects
**Systems Development**
- Work with the Finance Systems and Change team and their stakeholders to implement continuous improvements, deliver excellent user experiences and effective change
- Provide Finance systems technical expertise to current and future change projects
- Keep abreast of current and future developments in the NetSuite community, assessing potential enhancements for benefit to the company
**Systems Support**
- Plan and deliver a training program to allow new and existing users to confidently self-serve on our NetSuite platform
- Work to ensure all aspects of Finance systems administration are consistently aligned with company policy, industry best practice and regulatory requirements.
**Qualifications**:
**Key Skills and Experience**
- Proven technical experience of day-to-day NetSuite administration in Financial Services or similar industry
- Track record of successfully building long-term relationships of trusted advice and good judgement with stakeholders at all levels, including system vendors and support teams, senior Finance leaders, non-Finance and Finance users
- Good working knowledge of financial reporting processes and the wider control environment and regulatory landscape
- Strong written and verbal communication skills, enabling you to deliver a consistently excellent service to the busy teams you will be supporting
- Demonstrable interest and experience in delivering training and enabling system users to fulfil their potential.
**Key Competencies**
- Resilient: comfortable with responsibility of day-to-day maintenance of business-critical Finance systems under pressure and time constraints
- Motivated: happy to embrace the challenges of delivering change in a growing business
- People-focused: strong, customer-focused communication, experienced in building successful working relationships with both Finance and non-Finance users
- Flexible: ability to balance working independently in areas of individual responsibility and contributing to team and department objectives
- Open-minded: creative and collaborative approach to solving problems
**Additional Information**:
**As a colleague here at Evelyn Partners, you will have access to benefits that include**:
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model (role dependant)
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly act
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