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 Senior Finance Integration Analyst 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): 

• Actively oversee assigned projects and play a key role in the planning and project management tracking with limited guidance by the Finance Team Leaders  

• Be the main point of contact representing the Finance team for new acquisitions

• Work with the new office alongside the Integration team to integrate the office’s financial data into OneDigital’s ERP and help lead the coordination to resolve any potential roadblocks of the financial integration  

• Participate on integration calls with new offices alongside Team Project Managers 

• 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

• Master the basic duties of the major financial teams and be able to apply the core concepts in the onboarding of new offices

• Perform Help design and create solutions for processing revenue and dispensing producer compensation for new offices that do not follow OneDigital’s established format 

• Communicate clearly with new offices and be willing to coordinate any help they need even if outside the finance department  

• Perform monthly reporting and auditing as needed , and various ad hoc reporting and analysis 
• Lead in training of new offices and Conduct training for the Finance Team to help tie the operational knowledge of the departments together 

• Maintain the Finance Integrations reporting and tracking for the Executive team and articulate the status of any office integrations 

 Qualifications, Skills and Requirements:  

• Ability to communicate effectively both verbally and written with various levels of organization including senior leadership 

• Proficient with Microsoft Office applications with a strong emphasis on Excel data (e.g., Complex LOOKUPs, PivotTables, and IF statements including SumIFs and CountIFs 

• Ability to work independently and 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

• Experience in project management  

 Education, Training and Experience:  

• Bachelor’s Degree required.  Finance, Accounting, or Business related fields preferred

• Minimum of 2 - 5 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!