OneDigital-posted 3 days ago
Full-time • Manager
Hybrid • Atlanta, GA
1,001-5,000 employees

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves. We understand that pursuing a new job is a big deal. Maybe you’re afraid you won’t fit in. Well, here’s the good news. For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits. Must be eligible to work in the United States without the need for work visa or residency sponsorship. Our Newest Opportunity: Summary: The Finance Integrations Manager will lead a team on onboarding newly acquired/merged OneDigital offices. for a group of business offering verticals. This leader will be a key player in the transition of new offices into OneDigital’s financial systems and operational processes.

  • Manage, mentor, train… be a leader for the Finance Integrations Team
  • Work with new offices to integrate the office’s financial data into OneDigital’s ERP and help resolve any potential roadblocks of the financial integration
  • Act as a point of contact to coordinate, address, and resolve integration related issues, including escalation of potential issues
  • Work cross-functionally across the entire organization and to lead the Finance Integration Team being a one-stop resource for new offices as they transition into OneDigital’s landscape
  • Lead integration calls with new offices, with clear and direct communication
  • Lead the design of and create solutions for processing revenue and dispensing producer compensation for new offices that do not follow OneDigital’s established format or are a new business vertical
  • Maintain the Finance Integrations reporting and tracking for the Executive team and be able to discuss the status of any new and lingering new office integrations
  • Understand how decisions made in the new office setup will impact the finance department and organization as a whole; Build stronger, more efficient processes and approaches to project planning and project management of the integration of new offices
  • Perform Ad-hoc analysis / reporting and additional responsibilities as requested
  • Ability to lead and mentor a team utilizing strong organizational and prioritization skills
  • Strong and effective communication skills (both verbal and written)
  • Demonstrated ability to analyze issues, determine appropriate solutions and resolve sensitive problems; able to look outside the box to see how items coordinate or link together
  • Ability to maintain confidentiality, think critically, and execute accurate detailed work
  • Self-motivated to learn new concepts and take ownership in new projects
  • Experience with Salesforce and Microsoft Office
  • D365 preferred
  • Bachelor’s Degree and 5+ years of experience
  • Advanced Microsoft Excel skills
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