Our Newest Opportunity :
Summary :
The OneDigital Finance Integrations Specialistsupports the FinanceIntegration Team in onboarding of newly acquired / merged OneDigital offices.
This role will be a key supporting player to transitionnew offices into OneDigital’s financial systems and operational processes.
Essential Duties and Responsibilities (include but are not limited to) :
Support project planning and project management tracking for the specified business unit for the Finance Integration Team
Attend and documentintegration calls with new officesalongside Finance Integration Team
Executefinancial and / or data analysis and reconciliations required for new office to integrate into OneDigital’s ERP
Facilitate the implementation of solutionsneeded to resolve any potential roadblocks of the financial integration
Work cross-functionally across the entire organization andto support the Finance Integration Team beinga one-stop resource for new offices as they transition into OneDigital’s financial landscape :
Learn and understandthe basic duties of the major financial teams specific to the business unit supported and be able to apply the core concepts within the context of onboarding new offices
Perform ad hoc reporting and analysis
Execute the tasksnecessary for new office’s integration under direction of the Finance Integration Team Leaders such as processing revenue, dispensing producer compensation and all other components of Finance Integration
Understand how decisions made in the new office setup willimpact theFinance department and organization as a whole
Create monthly reporting and complete monthly / weekly audits as needed
Assist in training across departments to help tie the operational knowledge of the departments together
Perform all administrative tasks required for a new office’s Finance Integration process
Qualifications, Skills and Requirements :
- Ability to communicate effectively both verbally and written with various levels of organization including senior leadership;
- Well-organized with a strength in prioritizing tasks / projects;
Detail-oriented and focused on accuracy
- Able to look outside the box to see how items coordinate or link together;
- Knowledge of Microsoft D365 and / or general database structure a plus;
Willingness to learn advanced Microsoft Office skills with an emphasis on Excel
Proficiency with Microsoft Office applications with a strong emphasis on Excel data manipulation (e.g., Complex LOOKUPs, PivotTables, and IF statements including SumIFs and CountIFs is plus
Education, Training and Experience :
Bachelor’s Degree required. Finance, Accounting, or Business related fields preferred, but not required
Minimum of 0 -2 years of work experience
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