The Financial Systems and Reporting Analyst

Role

Shift

Description

The Financial Systems and Reporting Analyst is responsible for managing and optimizing the

organizations financial processes within NetSuite and Adaptive. Through close collaboration with cross- functional teams, this role leverages expertise in accounting principles and NetSuite and Adaptive functionalities to streamline accounting workflows and support finance strategic initiatives. 

Duties and Responsibilities

• Ensure that all financial data is accurate and up-to-date in Adaptive by ensuring that new accounts are mapped timely, integration logs and issues with NetSuite are reviewed and addressed/cleared timely.
• Maintain and update the reporting structure, elements and currencies in Adaptive and NetSuite
• Assist with the monthly financial statement reporting by subsidiary, consolidations and review of the monthly results
• Prepare and maintain various supporting schedules and calculations related to the monthly and annual financial statements
• Analyze financial data to identify trends, patterns, and anomalies.
• Assist with various financial reporting requirements including but not limited to financial statement audits, external bank reporting, compliance reporting, etc.
• Analyze and manage incoming project requests and initiatives for potential impacts to NetSuite
• Collaborate with cross-functional teams to identify opportunities in NetSuite and Adaptive for process improvements and automation within the finance functions.
• Propose and implement enhancements to streamline workflows, improve efficiency, and reduce manual efforts
• Maintain comprehensive documentation of NetSuite system processes and procedures. Develop training materials, user guides, and documentation to support end-users and facilitate knowledge transfer.
• Utilize the NetSuite and Adaptive reporting tools to generate KPIs, dashboards and ad-hoc analyses. Extract and analyze data to identify trends, anomalies, and areas for improvement.
• Stay abreast of NetSuite updates, best practices, and emerging trends in ERP and cloud technology. Proactively identify opportunities to enhance the organization's use of NetSuite.

Education and Experience:

• 5 years of relevant experience in accounting or finance roles, with a focus on ERP systems and financial reporting for multi-currency, multi-location subsidiaries.
• Bachelors of Science in Accounting, Business Administration or Finance
• Solid understanding of US GAAP, accounting principles and financial reporting requirements Experience with IFRS is a plus.
• Proficiency in NetSuite and Adaptive with a strong understanding of accounting and reporting modules, elements, integration capabilities and functionalities.
• Prior experience using Office Connect and Solution 7 desired.
• Strong Excel skills including pivot tables, formulas, macros, etc.
• Strong analytical and problem-solving skills, with the ability to troubleshoot issues, analyze data, and propose solutions.
• Excellent communication and interpersonal skills, with the ability to collaborate effectively with stakeholders at all levels of the organization.
• Detail-oriented with a focus on accuracy and data integrity.
• Ability to work independently, prioritize tasks, and manage multiple projects simultaneously.
• Relevant certifications (e.g., CPA, CMA, ERP system certifications) are a plus.