Financial Data Analyst
Core
Support testing, implementation, and maintenance of automated financial information systems, specifically focusing on Client Invoicing, Revenue Accounting, Cash Management, and Invoice-to-Cash processes.
Role type
Financial Data Analyst (Business Analysis & Systems Support)
Builds
Financial systems enhancements, process documentation, and reliable day-to-day use of financial systems.
Domain
Asset Management / Financial Services
Required skills
Business analysis, system testing, data review, process documentation, UAT support, defect identification, financial process knowledge, stakeholder coordination, analytical problem-solving
Preferred skills
ERP platforms, billing systems, workflow tools, reporting platforms, automation, analytics, process improvement
Responsibilities
Support financial system enhancements and process changes by completing assigned analysis, documentation, testing, implementation, and post-launch support activities; Gather and document business needs using established templates, including process notes, requirements, user stories, acceptance criteria, and decision or issue logs; Execute defined test scenarios, document results, identify defects or unexpected outcomes, and support retesting after issues are addressed; Assist with UAT, business readiness, communications, training materials, procedures, and implementation checklists; Monitor assigned production support items, recurring activities, data quality findings, or system maintenance tasks and follow established escalation procedures; Analyze system, process, or data issues using available documentation and standard methods; Maintain process documentation, system procedures, job aids, training materials, and knowledge articles so information remains current and easy to use; Support monthly and quarterly Finance activities by completing assigned system, data, reporting, and control-related tasks accurately and on schedule; Coordinate with Finance, Technology, Enterprise Data, Operations, and third-party providers to exchange information, track actions, and support timely resolution of assigned items; Identify practical opportunities to reduce manual effort, improve data quality, strengthen controls, or make processes easier for users; Build working knowledge of Client Invoicing, Revenue Accounting, Cash Management, financial systems, and the broader Invoice-to-Cash process through hands-on assignments and team learning.