Financial Systems Analyst III

Hagerty

93d

About The Position

As a Financial Systems Analyst, you will serve as a key individual contributor bridging IT and the interests of Hagerty’s Finance and Accounting team. In this role you ensure the end-to-end data lifecycle for financial systems is effectively configured, maintained, and optimized to support the organization’s financial reporting, accounting processes, and overall financial analysis strategy. This role involves collaborating with Finance, Accounting, Treasury, IT, and other departments to ensure that financial data is accurate, accessible, and supports business decision-making.

Requirements

• Bachelor's or higher degree. Equivalent relevant experience may be considered in lieu of a degree.
• System experience with large general ledger applications preferably Workday but others like Oracle and SAP will be considered.
• Experience specifically with Workday Accounting Center & Prism desired.
• Experience integrating with data analytics and warehousing tools preferably Snowflake.
• Practical knowledge and skills using SQL or similar to query, combine, transform, visualize, and analyze data.
• Experience analyzing and developing data requirements for finance and accounting systems.
• Familiarity with insurance accounting principles and financial reporting, including experience with general ledger, reconciliations, and financial close processes.
• Practical knowledge working with transactional and relational databases.
• Strong decision-making and critical-thinking skills.
• Effectively present complex technical topics to non-technical and technical audiences at all levels.

Nice To Haves

• Familiarity with public company requirements, including Sarbanes Oxley and key regulations, if applicable.

Responsibilities

• Identify, combine, and enrich data to design and develop measures and metrics for general ledger, financial reporting, and similar accounting and finance department needs.
• Actively contribute to the planning and execution of the accounting and finance data roadmap by creating development-ready requirements that include data source identification, data transformations, business rules, data validation rules, data reconciliation processes, data controls, and other requirements in collaboration with engineering, analytics, and business teams.
• Analyze financial processes and workflows, identify inefficiencies, and recommend system and process improvements to enhance accuracy and efficiency.
• Provide ongoing support and training to finance and accounting users to ensure they can effectively use the financial systems and tools for their roles.
• Lead or participate in testing efforts for system upgrades, patches, and new implementations, ensuring that financial data flows correctly and aligns with business needs.
• Ensure the financial data system complies with relevant regulatory, audit, and internal control requirements, such as SOX (Sarbanes-Oxley Act).
• Write SQL code to query, transform, combine, analyze, and visualize data and prepare it for production release following best practices including debugging, versioning, documentation, and peer review.
• Design data and analytic solutions to solve ambiguous and hypothetical business problems.
• Take reasonable measures to ensure accuracy, appropriateness, and completeness of data and method of analysis for the task, pursue problem identification and recommend solutions.
• Work to achieve day-to-day objectives that contribute to specific operational targets.
• Communicate with colleagues typically within your own job area and may communicate externally as necessary.
• Help your team improve work practices by recommending adjustments to existing systems and processes.
• Work independently with general supervision on larger, moderately complex projects/assignments.
• Take the lead on defined components of projects or processes within area of responsibility, as well as provide guidance to more junior team members.

Benefits

• Comprehensive benefits package including health insurance, retirement plans, and paid time off.
• Opportunities for professional development and growth.
• Flexible work arrangements including remote work options.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree
• Number of Employees: 1,001-5,000 employees