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Job Type

Full Time

Job Description

Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We’re continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!


Financial System Data Integration Senior


  • Analyzing requirements to:
  • Identify optimal use of existing software functionalities to streamline current processes for automation solutions
  • Craft scalable, flexible, and resilient architectures that address clients’ business problems and accelerate the adoption of our partner’s software platform
  • Driving project execution by translating strategic target architecture and business needs to executable design and technical systems solutions
  • Supporting projects end-to-end to ensure alignment with original design and objectives, as well as overall quality of deliverables
  • Creating data tables, queries (SQL), ETL logic, and API connections between client source systems and the software platform
  • Leading the development of technical documentation
  • Identifying, documenting, and communicating technical risks associated with application development or enhancement initiatives
  • Act as a visionary in data integration, driving the future of connected data solutions for our clients
  • Serving as a trusted advocate to help clients understand best practices around platform integration
  • Developing technical standards, work plans, estimates, requirement analyses, risk management & technology life-cycle plans, and documentation
  • Developing and maintaining strong relationships within technology partners, clients, and Citrin Cooperman
  • Communicating extensively with clients to drive expectations and report on the status of ongoing projects
  • Developing and delivering executive-level and technical briefings on systems’ capabilities and business solutions
  • Describing to stakeholders the structure, characteristics, behavior, and other aspects of software that best solves business problems
  • Providing architectural guidance and recommendations to promote successful technology partner engagements
  • Sharing client feedback with technology partner’s product management and engineering teams to help drive platform improvements
  • Staying abreast of emerging trends regarding solutions architecture, systems integration, and automation
  • Providing exceptional service to clients, always acting as a positive brand ambassador for Citrin Cooperman
  • Mentoring and training colleagues and clients


Required Qualifications


  • Bachelor’s degree in Computer Science, IT, Management IS, or similar plus minimum 4 years of solutions architecture, software development, and/or system applications design experience with a professional services firm OR, if no degree, at least 7 years of the above experience
  • Proven ability to lead enterprise-level integration strategy discussions and drive innovation in data management.
  • Expertise with API connectors used in ERP Solutions such as SAP, Oracle, NetSuite, Workday, Hyperion, OneStream, or similar
  • At least intermediate proficiency with Python, SQL, JSON, and/or REST
  • Professional field experience with database design and queries
  • Experience working within:
  • Extract Transform Load (ETL) tools (Alteryx, Boomi, Mulesoft, SAP CPI, etc.)
  • Multidimensional reporting software (Planful, Oracle Essbase, SAP BW)
  • Data warehousing, data marts, or desktop databases (e.g. Snowflake)
  • Dashboards in data visualization tools such as Tableau and PowerBI
  • Advanced proficiency with Excel
  • Experience identifying and articulating the obstacles between current practice, best practice, and how automation can drive next practice
  • Experience managing multiple concurrent work streams with competing near-term priorities
  • Effective communication skills with experience conveying information to both technical and non-technical stakeholders
  • Experience supervising and/or mentoring others


Preferred Qualifications


  • Experience with Workiva’s platform
  • Understanding of accounting activities
  • Experience managing projects and leading project teams
  • Experience participating in business development activities
  • Experience mentoring and training others

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