Financial Analyst - Implementation Project Manager
Listed on 2026-07-01
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Finance & Banking
Financial Analyst, Financial Reporting
Job Title
Partner with the CFO to identify and prioritize projects that will improve our business.
Job DescriptionPartner with the CFO to identify and prioritize projects that will improve our business. Examples include streamlining month-end closing, improving cost allocations, improving accounting and business reporting processes and reviewing data for trends and insights. This job requires the ability and desire to work in a fast-paced multi tasked environment with a focus on customer service and support, quality work performance, and administration.
Essential Duties & ResponsibilitiesInclude the following. Other duties may be assigned.
- Develop training materials, policies and procedures to support improved processes.
- Perform certain month-end reviews on key accounting/finance areas.
- Partner with the CFO in the ERP implementation process to coordinate meetings, prepare agendas, timelines and hold department leaders, EPR team members and the ERP software providers accountable to the implementation process, objectives and established timeline.
- Prepare and maintain documentation of key ERP decision points and considerations.
- Identify data integrity issues and lead efforts to improve data quality and data governance.
- Coordinate training from the ERP software provider for training of identified internal trainers (i.e.: train-the-trainer).
- Evaluate use of the ERP post implementation and compare it to original objectives. Identify gaps/improvements and build plan (with departments) mitigate gaps (continuous improvement efforts).
- Drive continuous improvement with the ERP as a go-to resource for other departments, assisting them in using the ERP to make our processes more efficient and effective.
- Document or assist in documenting process changes, new policies and procedures and distribute documentation to users.
To perform this job successfully, the individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
- Minimum of 5 years of progressive experience in an accounting or finance field demonstrating leadership of people and/or processes.
- Demonstrates a process improvement mindset and track record of successful project execution.
- Bachelor's degree in accounting or finance strongly preferred. Minimum requirement of a bachelor's degree or equivalent in a relevant field.
- Existing project management experience preferred.
- Core understanding of accounting, GAAP and accounting process flows.
- Public accounting experience and/or experience in FP&A and/or business analyst work is a plus.
- Advanced Microsoft Excel (VLOOKUP, Pivot Tables).
- Coins or Viewpoint Software Experience and ability to think strategically, make sound decisions, and produce accurate and timely results is required.
- Ability to demonstrate integrity and professionalism is required.
- Ability to demonstrate commitment to company values is required.
- Excellent written and verbal communications skills are required.
- Ability to prioritize in a fast-paced multi-task environment is required.
- Ability to perform basic business mathematical functions is required.
- Good organizational skills with a strong attention to detail are required.
- Ability to work with minimal supervision is required.
- Maintaining confidentiality is required.
- Ability to work effectively in a team environment is required.
- Complying with all operating policies, procedures, executed Plans, and Programs is required.
The physical requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit, see, talk, and listen. The employee is occasionally required to use hands to finger, handle, or feel objects, tools, or controls, and reach with hands and arms. Specific vision abilities required by the job include close vision, distance vision, peripheral vision, depth perception, and the ability to adjust focus.
The strength rating for this position is classified as sedentary work which entails exerting up to 10 pounds of force occasionally, and/or a negligible amount of force frequently to life, carry, push, pull, or otherwise move objects, including the human body. Sedentary work involves sitting most of the time but may involve walking or standing for brief periods of time.
Operation of a computer, telephone, headphones, hand calculator, and copiers/fax machine is required. Understanding simple math, financial reports, legal documents, simple memos, and business letters is required. Writing or presenting simple memos, summaries, business letters, and formal presentations is required. While performing the duties of…
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