Finance Optimization Analyst

Wellby Financial•Hercules, TX

About The Position

It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Position Summary The Finance Optimization Analyst is primarily responsible for delivering easier and more efficient processes through various financial systems. This position is crucial in configuring, maintaining, and validating processes within various financial systems. The Finance Optimization Analyst will collaborate with stakeholders to design, troubleshoot, and configure enhancements and resolve finance system-related issues. This position will create and provide accurate reporting and ensure data integrity through multiple financial systems.

Requirements

Knowledge of Wellby’s organizational functions and general operating policies and procedures.
Knowledge of secretarial practices and procedures, business English, spelling, and punctuation.
Knowledge of personal computer, utilizing Microsoft Office Suite and other software’s.
Skilled in operating computer equipment and general office machines such as personal computers, copiers, projection equipment, audio/video, Microsoft Teams, Zoom Video Communications, and adding machines.
Ability to define, measure and analyze processes to identify improvement opportunities.
Ability to leverage data to gain insights and creatively solve business problems.
Ability to maintain confidential and meticulous records.
Ability to communicate clearly and concisely, orally and in writing.
Ability to efficiently understand and follow oral and written instructions, perform routine duties without close supervision, and establish and maintain effective working relationships with other team members.
Ability to coordinate several concurrent activities simultaneously.
Ability to exercise independent judgment.
Bachelor’s degree in accounting, finance, computer science, or related field required.
Minimum four (4) years of experience in accounting and/or finance, business analyst, or related area, along with training that provides the required knowledge and skills.
Showcases excellent analytical and evaluation skills.

Nice To Haves

Workday financial module, nCino, Symitar, and/or Profitstar experience preferred.
Business process design and facilitation experience preferred.

Responsibilities

Willingness and ability to exhibit Wellby Core Values every day.
Works with purpose and is driven to provide the best team member experience.
Executes analysis of present processes and identifies opportunities to enhance those processes.
Analyzes complex problems and creates recommendations for resolution.
Develop business requirements for resolving issues, new enhancements, and new applications.
Creates and maintains process plans that contain project goals, milestones, and resources.
Collaborates with employees and stakeholders to improve processes and outcomes.
Contributes to the development of the Finance Optimization roadmap throughout the implementation lifecycle of new features and executes post-production support.
Develops, maintains, tests, and validates custom reporting to create efficiencies within various departments.
Develops, maintains, and contributes to documentation procedures of the financial systems.
Tests and validates financial systems software releases, upgrades, and enhancements.
Maintains current system configurations and collaborates with software support teams to resolve issues within the financial systems.
Ensures data integrity for all financial systems.
Performs other related duties as assigned.