Financial Systems Director

About the role

Osaic, one of the nation's largest networks of independent financial advisors, is hiring a Financial Systems Director for its Finance department. The role leads the development, implementation and administration of the organization's financial systems, supporting an organization that is growing organically and through acquisitions. It bridges Finance, Accounting and Accounts Payable, Procurement, Treasury and HRIS, and requires a hybrid schedule of at least four days a week in the office.

Key responsibilities

• Monitor, recommend and implement process improvements across Record to Report, Procure-to-Pay and Banking verticals, and lead the Financial Systems team along the Workday Financial roadmap.
• Evaluate Workday releases, lead feature adoption, create and schedule custom reports, and lead cross-functional projects.
• Gather business and security requirements, design and configure systems, map and validate data conversion, run tests, train users and maintain training materials.
• Maintain internal controls, segregation of duties and SOX compliance, and support audits and documentation.
• Manage integrations between Workday and other systems, oversee data loads and conversions, and provide production support and incident resolution.
• Collaborate with Finance, Accounting, Procurement, IT and HRIS, and act as liaison between stakeholders and external vendors.

Required profile

• Minimum 8+ years implementing and/or administering Workday products such as Core Financials, Adaptive Planning, PRISM, Accounting Center, Workday Strategic Sourcing or Evisort.
• Minimum 5+ years of direct or enterprise project leadership experience.
• Proven experience leading system implementations, upgrades and enhancements, and hands-on experience with GL, AP, Procurement, Expenses and Projects modules.
• Leadership or people management experience; ability to prioritize in a fast-paced environment.
• Bachelor's degree in Accounting, Finance or Information Systems preferred; a high school diploma with significant practical experience may be considered instead.

Required skills

• Workday configuration, security and business process frameworks.
• Preferred: Workday Financials consulting or pro track certifications, Prism Analytics, Accounting Center, EIB/Studio/API integrations, Order-to-Cash, and experience in Financial Services or Insurance.

What we offer

• Salary of $175,000-$200,000 per year plus an annual bonus.
• Health, vision and dental insurance, 401k, paid time away and volunteer days.