Junior Financial Systems Specialist

Role Summary

Confidential Client is hiring a Junior Financial Systems Specialist to strengthen the Finance Department’s technology backbone supporting the school and an affiliated nonprofit entity. This is an entry-level, full-time role reporting to the Vice President of Finance. The position focuses on maintaining system integrations (Sage Intacct, ADP, Nexus, Concur, Tableau), supporting automation and process improvements, assisting with AI-enabled tools, and building dashboards that leadership uses for financial decisions.

• Maintain and monitor integrations across core finance systems (e.g., Sage Intacct, ADP, Nexus, Concur, Tableau) to ensure synchronized, accurate data.
• Troubleshoot and resolve integration errors, data mismatches, and sync failures; document issues and escalate when required.
• Support design, evaluation, and implementation of new system integrations and integration improvements.
• Identify manual or error-prone processes and design automation to improve accuracy and staff capacity.
• Build, test, document, and maintain automated workflows as business needs evolve.
• Assist in developing and deploying AI-enabled tools for reporting and finance operations; prepare and structure data for AI use and help evaluate outputs.
• Manage financial data sources in Tableau (or similar), ensuring clean, well-organized datasets.
• Create and maintain automated dashboards and visualizations communicating KPIs to leadership and non-financial stakeholders.
• Partner with finance colleagues and outsourced accounting partners to support monthly close, reporting, and audit processes.
• Maintain clear documentation and standard operating procedures for supported systems and workflows.
• Perform other duties as assigned to support finance operations and technology improvements.

• Systems thinking and technical aptitude: foundational understanding of databases, data flows, and software integrations; strong problem-solving and fast learning capability.
• Data visualization skills or strong interest in Tableau, Power BI, or similar tools; ability to translate reporting needs into accessible visuals for non-technical audiences.
• Genuine curiosity about AI and automation and comfort preparing and evaluating data for AI-enabled workflows.
• Clear written and verbal communication; strong documentation habits to enable colleagues to use supported systems.
• Ownership mindset, initiative, and follow-through.
• Alignment with Confidential Client’s mission and values, and demonstrated commitment to diversity, equity, inclusion, and belonging.
• Must provide proof of COVID-19 vaccination or meet lawful accommodation/exemption requirements.

Required:

• Bachelor’s degree in Information Systems, IT, Computer Science, Business Information Systems, Finance, or a related field — or equivalent combination of education and experience.
• 0–1 year of professional experience (internships, co-ops, and academic projects count).
• Foundational understanding of databases, data flows, and system integration concepts.
• Strong attention to detail and ability to learn new platforms quickly.
• Excellent written and verbal communication skills.
• Commitment to mission-aligned values and DEIB principles.

Preferred:

• Exposure to Tableau, Power BI, or other data-visualization tools.
• Familiarity with finance or accounting systems (Sage Intacct, ADP, Concur, Nexus) or demonstrated interest in finance operations.
• Basic scripting/programming skills (Python, SQL) and experience with APIs or integration tools.
• Prior experience in nonprofit, adult education, K–12, or higher education settings;
  Spanish language skills are a plus.

• Annual starting salary range: $58,500 - $71,500, commensurate with experience.
• 46 total days of time off in year one (paid holidays, vacation, sick, and personal time); this amount increases with tenure.
• Flexible hybrid schedule (minimum three days in-office: Monday–Wednesday).
• Competitive health benefits and retirement match (up to 6% of base salary) after qualifying period.
• Investment in individualized professional development (coaching, conferences, tuition reimbursement).
• Even if you don’t…