Finance and Systems Analyst
Core
Maintaining financial systems (ERP) with a focus on customer project setups, billing support, and project/portfolio analytics.
Role type
Finance and Systems Analyst
Builds
Customer project structures, budgets, and financial reports within ERP systems
Domain
Finance / Project Management / ERP Systems
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
ERP system management, financial analysis tools, data migration, project budgeting, accounts payable/receivable, general ledger, bank reconciliations, Excel
Preferred skills
CPA certification, CRO industry experience, QuickBooks
Technologies
ERP, QuickBooks, Excel
Responsibilities
Setup customer accounts and projects in ERP, maintain data migration templates, validate Project Finance reporting, address ERP process and data issues, lead data import processes, oversee Cost Schedule corrections
Seniority
Mid-level, hands-on IC