Responsibilities :
- Partner with cross-functional teams to ensure adherence to internal policies and promote consistent processes across business functions.
- Drive improvements in operational reporting by identifying inefficiencies, suggesting enhancements, and executing solutions for both legacy and new reporting needs.
- Evaluate and optimize data quality processes to enhance scalability, improve efficiency, and support smooth transitions across systems.
- Address and resolve data-related questions from both internal stakeholders and external customers to maintain database accuracy and reliability.
- Develop and implement standardized procedures for vendor onboarding and management to ensure consistency and streamline vendor interactions.
- Support the creation and analysis of performance metrics within Shared Services to inform decision-making and track team effectiveness.
- Collaborate with IT to design technical solutions and assist in rolling out Business Intelligence tools that meet reporting and analysis needs.
- Conduct regression testing on Oracle Installed Base changes to confirm functionality and system reliability post-update.
- Monitor and assess key data quality metrics to evaluate performance trends and support ongoing improvement efforts.
- Build strong interdepartmental relationships to influence improvements in business processes and strengthen collaboration across teams.
Basic Qualifications / Skills :
Bachelor’s degree in accounting or finance is required3 years of related financial and / or accounting experience in the technology industryLarge ERP experience, Oracle preferred.Previous software industry / public company experience preferred.Excellent analytical, troubleshooting, & strong interpersonal skillsAbility to work in a fast-paced environment and to proactively anticipate and resolve potential issuesProficient in Microsoft applications including Excel and Word.If interested and seeking more information, please send a Word Doc version resume to JMcConnell@kbwfinancial.com
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