CareerPlan

Senior Analyst, Finance Technology - Finance Data and Operations

Houston, Texas, USAFull-time2026-10-20 → 2026-11-10

Core

Functional analyst responsible for the operation, administration, and continuous improvement of shared Finance platforms, specifically Client and Matter Management, Accounts Receivable, and data capabilities.

Role type

Senior functional analyst (finance technology)

Builds

Reliable receivables processes, trusted client/matter data, and integrated reporting feeds

Domain

Legal services / Professional services finance operations

Required skills

functional analysis, business-systems analysis, master data management, financial platform support, data governance, requirements gathering, process design, test scenario management, defect management, release support, enterprise integration monitoring, data reconciliation, stakeholder management

Preferred skills

Aderant Sierra experience, Intapp Open/Walls experience, Microsoft Fabric/Entra ID experience, legal services Client and Matter lifecycle knowledge, data migration experience, access governance knowledge

Technologies

Aderant Sierra, Master Data Services (MDS), Microsoft Fabric, Microsoft Entra ID, Workday, Intapp Open, Intapp Walls, InterAction, iManage Cloud, Inprotech, BigHand, Paladin, iTimekeep

Responsibilities

Serve as primary IT functional analyst for Client and Matter Management and Accounts Receivable; Support Accounts Receivable capabilities including client structures, receivable balances, cash-application, and aging; Analyze how client setup and billing arrangements affect Accounts Receivable and downstream reporting; Coordinate functional administration and data-quality activities across Sierra, MDS, Workday, and other platforms; Investigate cross-system data discrepancies and coordinate corrections; Own assigned integrations from a functional perspective including requirements, mapping validation, and testing; Translate business needs into functional requirements and acceptance criteria; Lead or support system integration testing, UAT, and deployment; Monitor recurring defects and recommend improvements; Coordinate vendor escalations.

Seniority

Senior, hands-on IC