Lead, Financial Systems Specialist

A great UHY client is seeking a Lead, Financial Systems Specialist. The ideal candidate will have 7+ years of progressive experience, hands-on financial systems development expertise, and a strong understanding of finance and business processes combined with analytical problem-solving skills.

The Lead, Financial Systems Specialist role is a hybrid position with 3 days in office (Tuesday-Thursday). This is a client direct hire position.

Lead, Financial Systems Specialist Responsibilities

• Lead complex, cross-functional financial systems initiatives from initial problem definition and requirements gathering through solution design, development, implementation, and adoption.
• Serve as the primary technical and functional subject matter expert for assigned financial systems.
• Design, develop, configure, implement, and support financial applications, analytical tools, reports, dashboards, integrations, and planning solutions.
• Build and enhance financial and business systems using calculation scripts, business rules, automation, and data structures.
• Analyze business needs and underlying processes to recommend scalable technology solutions that improve Finance operations and decision-making.
• Extract, model, and analyze data while maintaining an understanding of data structures, table relationships, data flows, and movement between financial systems.
• Identify process improvement opportunities and implement standardized approaches, automation, and scalable solutions aligned with Finance objectives.
• Manage system administration, including security, production support, issue resolution, testing, upgrades, and release management.
• Develop project plans, establish priorities and milestones, evaluate alternatives, and manage competing requirements and stakeholder expectations.
• Communicate project status, risks, recommendations, and key decisions to leadership and cross-functional stakeholders.
• Provide technical guidance to internal and external resources while staying current on relevant technologies and industry trends.
• Support Finance initiatives involving financial analysis, budgeting, forecasting, planning, and ad hoc reporting for senior leadership.
• Provide direction and guidance to other team members and support employees as needed.

Lead, Financial Systems Specialist Requirements

• Bachelor’s degree in Accounting, Finance, Computer Science, Business, or a related field required; MBA or other relevant master’s degree preferred. Equivalent combinations of education and experience may be considered.
• 7+ years of progressively responsible experience in financial systems, finance, business analysis, or related roles.
• Hands-on experience developing, configuring, implementing, and enhancing financial or business systems using calculation scripts, business rules, automation, and data structures.
• Experience with financial planning, reporting, and business intelligence platforms such as Oracle PBCS, Hyperion Essbase, Hyperion Planning, PowerPlan, Power BI, Oracle PeopleSoft, or comparable applications. PBCS, Hyperion, and Essbase experience preferred.
• Experience leading cross-functional system projects from requirements gathering and planning through development, implementation, user adoption, and continuous improvement.
• Technical experience with multidimensional and relational data structures, metadata management, calculation scripts, member formulas, business rules, Groovy, data loads, ETL development, SQL Server, Visual Studio, and advanced SQL.
• Experience with system enhancements, upgrades, user test script development, user acceptance testing, and ongoing production support.
• Strong understanding of accounting principles, financial processes, and workflows within complex, multi-departmental or multi-entity environments.
• Ability to understand business needs, ask thoughtful questions, identify underlying issues, and translate requirements into practical technical solutions.
• Strong analytical, problem-solving, and technical skills, with the ability to interpret complex financial models and concepts.
• Excellent written and verbal communication skills, including the ability to influence stakeholders and explain technical concepts to Finance and business teams.
• Highly organized and self-directed, with the ability to manage multiple priorities and competing deadlines.
• Advanced Microsoft Excel proficiency and working knowledge of Word, PowerPoint, and Outlook.
• Experience with financial modeling, budgeting, forecasting, capital and operating expense planning, and performance reporting preferred.

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UHY Advisors' Resource Solutions Group provides clients with accomplished professionals to support finance, accounting, internal audit and tax teams. Whether it is permanent placement, project work, loaned staff support or business process outsourcing–we are ready to meet your needs.

Our team has extensive experience with a wide range of clients from middle market, closely held organizations to large Fortune 500 companies. We focus on finance and accounting, internal audit, IT audit and tax. We offer direct, personal involvement from senior practitioners and strive to meet clients' needs rapidly.