Finance Integration Specialist

Posted:
9/20/2024, 4:18:51 AM

Location(s):
Georgia, United States ⋅ Atlanta, Georgia, United States

Experience Level(s):
Junior ⋅ Mid Level ⋅ Senior

Field(s):
Finance & Banking

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world?  At OneDigital, we are on a mission to help people do their best work and live their best lives.  From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.

We understand that pursuing a new job is a big deal.  Maybe you’re afraid you won’t fit in.  Well, here’s the good news.  For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.

Our Newest Opportunity: 

Summary: 

The OneDigital Finance Integrations Specialist supports the Finance Integration Team in onboarding of newly acquired/merged OneDigital offices. This role will be a key supporting player to transition new 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 document integration calls with new offices alongside Finance Integration Team  

  • Execute financial and/or data analysis and reconciliations required for new office to integrate into OneDigital’s ERP  

  • Facilitate the implementation of solutions needed to resolve any potential roadblocks of the financial integration  

  • 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 OneDigital’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  

  • 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 requiredFinance, Accounting, or Business related fields preferred, but not required  

  • Minimum of 0 - 2 years of work experience 

 

 

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.

To learn more, visit: www.onedigital.com/careers

Thank you for your interest in joining the OneDigital team!