Financial Application Support Specialist

SOCOTEC•Dallas, TX

6d•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 system functionality, providing reporting and data support, troubleshooting issues, and helping improve processes. The role calls for experience with ERP, CRM, or financial applications, knowledge of accounting processes, and comfort working with data, reporting tools, and users across the organization. The specialist supports application administration and user access, troubleshooting, upgrades, testing, documentation, and training. The position also produces and maintains recurring and ad hoc reports, analyzes and validates data, and supports reporting work using Deltek, SQL Server, SSRS, Excel, and other tools. Financial systems support includes project accounting, receivables, payables, billing, expense management, timesheets and labor reporting, and revenue recognition. Additional duties include supporting cash application and collections, reconciling and maintaining customer accounts, resolving ERP/banking/application data issues, and supporting data imports, exports, conversions, mappings, integrations, and governance. This is a full-time, temp-to-hire opportunity, with four days per week in the office and one hybrid/remote day. The 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.
Must be legally authorized to work in the United States; visa sponsorship, transfer of sponsorship, 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 working 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.
SQL Server Reporting Services (SSRS) experience.
SQL Server database experience.
Experience with data import/export tools.
ODBC connectivity knowledge.
Knowledge of ETL and data integration concepts.
Experience with API integrations, web services, or webhooks.
Microsoft Office Suite skills.

Responsibilities

Provide day-to-day support for Deltek Vantagepoint users and related financial applications.
Troubleshoot and resolve application issues, escalating to vendors when appropriate.
Support user setup, security roles, permissions, and system administration tasks.
Assist with system upgrades, testing, patches, and deployment of new features.
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 for 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.
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 integrations between ERP, CRM, and third-party applications.
Support ongoing data governance and system maintenance initiatives.