Senior Financial Systems Analyst - Truity Partners

Senior Financial Systems Analyst (40556)

Our client is an established real estate company that is looking for a Senior Financial Systems Analyst to join their team! This role offers a unique blend of system management and financial planning. Join a high-growth organization where your expertise will directly support strategic initiatives within a dynamic healthcare and real estate environment.

Some highlights:

• Flexible and hybrid work arrangements with 6 weeks of “work from anywhere”
• Emphasis on internal promotions and cross-functional opportunities, with numerous career advancements recorded last year
• Competitive bonus that has historically paid out at or above target
• 90% of healthcare premiums covered for employees & families
• 401K match

Salary range: $95-110K and 20-25% bonus

Responsibilities

• Maintain and optimize a multisystem planning environment to support corporate FP&A and business unit teams.
• Ensure data integrity and accuracy across financial planning and reporting systems.
• Provide daily system administration and support, empowering FP&A teams to use tools and data effectively.
• Offer system support for monthly and quarterly forecasting and reporting processes.
• Utilize ETL tools to enhance data transformations between systems.
• Coordinate with vendors for system upgrades, support, and escalations.
• Collaborate with finance stakeholders and IT teams to gather, document, and refine business requirements.
• Lead the design, development, and rollout of new solutions for planning, data management, and reporting.
• Drive the transition of offline and Excel-based processes into robust system solutions.
• Support the evolving data needs of FP&A teams with innovative system enhancements.
• Perform additional duties to support the team’s objectives and broader organizational goals.

Qualifications

• Bachelor’s degree in Business Administration, Information Systems, Finance, Accounting, or a related field.
• 5+ years of professional experience, including at least 2 years in a planning systems-focused role.
• Strong understanding of finance, financial planning methods, tools, and reporting strategies.
• Proficiency in financial planning systems including implementing and administering systems.
• Advanced expertise in Microsoft Office Suite, particularly Excel and Power Query.
• Demonstrated ability to develop and present detailed reports for executive audiences.