Financial Application Support Specialist

SOCOTEC•Dallas, TX

11h•Hybrid

About The Position

SOCOTEC is seeking a Financial Application Support Specialist to provide day-to-day support for financial and business applications, primarily Deltek Vantagepoint and related systems. The position supports Accounting, Finance, Operations, and other business users by maintaining application functionality, supporting reporting and data needs, troubleshooting issues, and assisting with process improvements. The role calls for experience with ERP, CRM, or financial applications; understanding of accounting processes; and comfort working with data, reporting tools, and users across the organization. The specialist supports Deltek Vantagepoint and other financial applications, including user setup, security, permissions, system administration, upgrades, testing, patches, and feature deployments. The role also involves creating documentation and training materials; running and maintaining reports; analyzing and validating data; supporting accounting and financial workflows; and assisting with cash application, collections, accounts receivable, data imports, exports, and integrations. This is a full-time position with four days per week in the office and one hybrid or remote day. The listed salary range is $85,000–$105,000. Candidates must be legally authorized to work in the United States; visa sponsorship, sponsorship transfer, and employment-based immigration support are not available.

Requirements

Bachelor’s degree in Accounting, Finance, Business, Information Systems, Computer Science, or a related field, or equivalent experience.
2–5 years of experience supporting ERP, CRM, or financial business applications.
Working knowledge of accounting and financial processes.
Experience supporting end users in a business application environment.
Experience supporting Deltek Vantagepoint or Deltek Vision.
Advanced Microsoft Excel skills, including Power Query, Pivot Tables, VLOOKUP/XLOOKUP, and importing and manipulating large datasets.
Strong analytical, troubleshooting, and problem-solving skills.
Excellent verbal and written communication skills.
Strong customer service orientation and ability to work with users at all levels of the organization.
Legal authorization to work in the United States; visa sponsorship, sponsorship transfer, and employment-based immigration support will not be provided.

Nice To Haves

Experience supporting cash applications, collections, or accounts receivable platforms.
Knowledge of project-based accounting and professional services organizations.
Experience with reporting and business intelligence tools.
Experience in professional services, engineering, consulting, or an acquisition-driven organization.
Exposure to system integrations, workflow automation, or financial reporting tools.
T-SQL or SQL query-writing skills.
Experience with SQL Server Reporting Services (SSRS).
Knowledge of SQL Server databases.
Experience with data import/export tools.
Knowledge of ODBC connectivity.
Knowledge of ETL and data integration concepts.
Exposure to API integrations, web services, or webhooks.
Experience with the Microsoft Office Suite.

Responsibilities

Provide day-to-day support for Deltek Vantagepoint users and related financial applications.
Troubleshoot and resolve application issues, escalating issues to vendors when appropriate.
Support user setup, security roles, permissions, and system administration tasks.
Assist with system upgrades, testing, patches, and new feature deployments.
Create and maintain user documentation, training materials, and support procedures.
Run recurring and ad hoc reports for Finance, Accounting, Operations, and Leadership teams.
Analyze and validate data for accuracy and completeness.
Assist with report development, maintenance, troubleshooting, and distribution.
Support reporting initiatives using Deltek, SQL Server, SSRS, Excel, and other reporting tools.
Support business processes involving project accounting, accounts receivable, accounts payable, billing, expense management, timesheets and labor reporting, and revenue recognition.
Help users troubleshoot financial transactions and workflow issues.
Partner with Accounting and Finance teams to improve process efficiency and data quality.
Support cash application, collections, and accounts receivable systems and processes.
Assist with cash application processing, reconciliation, customer account maintenance, and reporting.
Troubleshoot integration and data issues between ERP, banking, and cash application systems.
Support collections reporting, customer master data maintenance, and related accounts receivable processes.
Perform and support data imports, exports, and data conversion activities.
Validate imported data and resolve import-related errors.
Assist with data mapping and integration efforts between ERP, CRM, and third-party applications.
Support ongoing data governance and system maintenance initiatives.