Manager, Finance Integration

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.

Must be eligible to work in the United States without the need for work visa or residency sponsorship.

Our Newest Opportunity: 

Summary:

The Finance Integrations Manager will lead a team on onboarding newly acquired/merged OneDigital offices. for a group of business offering verticals. This leader will be a key player in the transition of new offices into OneDigital’s financial systems and operational processes.

Essential Duties and Responsibilities:

• Manage, mentor, train… be a leader for the Finance Integrations Team
• Work with new offices to integrate the office’s financial data into OneDigital’s ERP and help resolve any potential roadblocks of the financial integration
• Act as a point of contact to coordinate, address, and resolve integration related issues, including escalation of potential issues
• Work cross-functionally across the entire organization and to lead the Finance Integration Team being a one-stop resource for new offices as they transition into OneDigital’s landscape
• Lead integration calls with new offices, with clear and direct communication
• Lead the design of and create solutions for processing revenue and dispensing producer compensation for new offices that do not follow OneDigital’s established format or are a new business vertical
• 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
• Understand how decisions made in the new office setup will impact the finance department and organization as a whole; Build stronger, more efficient processes and approaches to project planning and project management of the integration of new offices
• Perform Ad-hoc analysis / reporting and additional responsibilities as requested

Qualifications, Skills and Requirements:

• Ability to lead and mentor a team utilizing strong organizational and prioritization skills
• Strong and effective communication skills (both verbal and written)
• Demonstrated ability to analyze issues, determine appropriate solutions and resolve sensitive problems; able to look outside the box to see how items coordinate or link together
• Ability to maintain confidentiality, think critically, and execute accurate detailed work
• Self-motivated to learn new concepts and take ownership in new projects
• Experience with Salesforce and Microsoft Office D365 preferred

Education, Training and Experience:

• Bachelor’s Degree and 5+ years of experience
• Advanced Microsoft Excel skills

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

OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.

Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:

City and County of San Francsico

City of Los Angeles

County of Los Angeles

Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.

In short, we believe in hiring the most qualified applicant for the position, regardless of background.

If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.

 OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.

Thank you for your interest in joining the OneDigital team!