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Finance Systems Analyst
1 month ago
Role Summary
We are delighted to be working with a private equity firm that are in need of an experienced Finance Systems Analyst to support our finance team, ensuring the efficient operation of there financial systems.
Responsibilities
- Provide first-line support for the Fund Controlling team using Investran: system integrity, data manipulation, new modules, issue resolution, report generation, and process improvement.
- Collaborate with stakeholders to understand operations: users, data, processes, outputs, issues, and future needs.
- Test and implement new functionalities.
- Work with third-party software providers.
- Support new system integration initiatives.
- Assist with reporting via Query Manager, Report Manager, Crystal, and SSRS.
- Maintain and optimize various finance applications (e.g., Investran, ERP (Unit 4), Concur, Portfolio Management software).
- Handle data entry, account reconciliations, and other financial processes.
- Create user documentation and training materials.
Essential Requirements
- Bachelor’s degree in accounting or related field (or actively pursuing).
- Knowledge of Private Equity/Investment Management.
- Experience in application troubleshooting.
- Advanced Excel skills.
- Understanding of accounting policies, standards, and data management principles.
- Proficiency in SQL, SSRS, Tableau, PowerBI, and other DBMS/reporting tools.
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