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Financial Systems Analyst

Job in Newport Beach, Orange County, California, 92659, USA
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
Salary/Wage Range or Industry Benchmark: 70000 - 90000 USD Yearly USD 70000.00 90000.00 YEAR
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.
Qualifications
  • 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.
Preferred Experience
  • 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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