Financial Systems Manager
About The Position
This position is responsible for managing agency and financial systems including Epic, Concur, JDE, etc. and related reporting tools. Key responsibilities include managing all testing, integration, conversion, support and reporting of financial systems. This role will also serve as key liaison to Applied Systems and other vendors for all finance and accounting aspects including product design, reporting and production support. Other essential functions include managing all system processes including production support for accounting issues and follow-up/tracking with Applied Systems, gathering/documenting reporting requirements based upon agency management system data and related systems, and proactively lead and coordinate tasks for conversions with the merger and acquisition integration team. Manages staff, providing direction, setting goals, and ensuring that overall department goals are attained.
Requirements
- Bachelor's degree (Accounting/Finance)
- Minimum of 8 years general accounting experience and/or minimum 6 years of insurance brokerage accounting experience required.
- Strong accounting process knowledge and understanding of G.A.A.P.
- Excellent Microsoft Excel Skills including advanced formula usage.
Nice To Haves
- Minimum 6 years supervisory experience preferred.
- Exceptionally strong analytical and problem solving skills.
- Ability to motivate, influence and lead others
- Self-direction and inner drive to achieve timely and accurate results
- Demonstrated customer service focus.
Responsibilities
- Managing agency and financial systems including Epic, Concur, JDE, etc. and related reporting tools.
- Managing all testing, integration, conversion, support and reporting of financial systems.
- Serving as key liaison to Applied Systems and other vendors for all finance and accounting aspects including product design, reporting and production support.
- Managing all system processes including production support for accounting issues and follow-up/tracking with Applied Systems.
- Gathering/documenting reporting requirements based upon agency management system data and related systems.
- Proactively leading and coordinating tasks for conversions with the merger and acquisition integration team.
- Managing staff, providing direction, setting goals, and ensuring that overall department goals are attained.
Benefits
- Competitive compensation
- Comprehensive benefits programs designed to support your well-being
- Career development opportunities and ongoing learning
- A collaborative, people-first culture with accessible leadership
- The opportunity to do meaningful work with global reach and local impact
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What This Job Offers
Job Type
Full-time
Career Level
Manager
