Financial Systems Analyst
Job in
Newport Beach, Orange County, California, 92659, USA
Listed on 2026-07-04
Listing for:
Vaco Recruiter Services
Full Time
position Listed on 2026-07-04
Job specializations:
-
IT/Tech
Business Systems/ Tech Analyst, Data Analyst, Business Intelligence
Job Description & How to Apply Below
A growing and innovative organization is seeking a Financial Systems Analyst to support and enhance critical finance systems, reporting processes, and business intelligence initiatives. This role will partner with Finance and cross-functional teams to identify opportunities for automation, improve operational efficiency, and deliver scalable reporting solutions that support key business decisions.
This is an excellent opportunity for a systems-minded finance professional who enjoys combining financial expertise with technology, analytics, and process improvement.
Key Responsibilities- Analyze, optimize, and automate finance and reporting processes across multiple business functions.
- Design and maintain financial reporting solutions utilizing data from various systems and sources.
- Develop automated tools and dashboards to improve visibility into financial and operational performance.
- Support commission, pricing, billing, and expense reporting initiatives through process automation and system enhancements.
- Collaborate with stakeholders to gather requirements and translate business needs into technical solutions.
- Validate data integrity, troubleshoot system issues, and recommend process improvements.
- Create documentation, workflows, and reporting structures to support ongoing operational needs.
- Assist with system integrations, database reporting, and business intelligence initiatives.
- Bachelor's degree in Finance, Accounting, Information Systems, Business Analytics, or a related field.
- Experience supporting financial systems, reporting, business intelligence, or finance transformation initiatives.
- Advanced proficiency in Excel, SQL, and Power BI.
- Experience working with ERP and CRM systems such as Net Suite, Salesforce, Microsoft Dynamics, Business Central, or similar platforms.
- Knowledge of AI-powered productivity and automation tools preferred.
- Strong analytical and problem-solving skills with the ability to interpret complex datasets.
- Excellent verbal and written communication skills.
- Ability to work independently while managing multiple priorities and deadlines.
- Financial consulting, business process improvement, or systems implementation experience.
- Exposure to data visualization, forecasting, budgeting, or operational reporting.
- Familiarity with Python, R, or other analytics tools is a plus.
- Experience partnering with Finance, Operations, Sales, or Executive leadership teams.
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