Summary:

This person will support the Finance Integration Team in the onboarding of newly acquired/merged offices. This role will be a key supporting player to transition new offices into the company's financial systems and operational processes.

Responsibilities:

• Be a key player in the project planning and project management tracking for the specified business unit for the Finance Integration Team.
• Attend and document integration calls with new offices alongside the Finance Integration Team Leader.
• Perform financial and/or data analysis and reconciliations required for new office to integrate into the company's ERP.
• Facilitate the implementation of solutions needed to resolve any potential roadblocks of the financial integration.
• 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.
• Serve as liaison for new offices for the Finance Department.
• Work cross-functionally across the entire organization and to support the Finance Integration Team being a one-stop resource for new offices as they transition into the company's financial landscape.
• Learn and understand the 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 tasks necessary 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 will impact the Finance department and organization as a whole.
• Maintain the Finance Integrations reporting and tracking for the Executive team and be able to discuss the status of any new and lingering new office integrations.

Qualifications, Skills and Requirements:

• Proficient with Microsoft Office applications with a strong emphasis on Excel data manipulation (e.g., Complex LOOKUPs, PivotTables, and IF statements including SumIFs and CountIFs
• Ability to communicate effectively both verbally and written with various levels of organization including senior leadership.
• Ability to work independently as needed.
• Well-organized with a strength in prioritizing tasks/projects.
• Demonstrated ability to analyze issues, determine appropriate solutions and resolve sensitive problems.
• Maintains a high level of accuracy and attention to detail; 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.

Education, Training and Experience:

• Bachelor’s Degree required. Finance, Accounting, or Business-related fields preferred, but not required.
• Minimum of 1 - 3 years of work experience.