Senior Financial Systems Analyst (Oracle ERP)

Posted 3 Days Ago
2 Locations
Remote
85K-108K Annually
Senior level
Fintech • Payments • Financial Services
The Role
The Senior Financial Systems Analyst supports the Oracle ERP efforts, manages financial data integrity, configures ERP functions, and drives analysis and reporting improvements.
Summary Generated by Built In
Join the People Helping People

Velera is the nation’s premier payments credit union service organization (CUSO) and an integrated fintech solutions provider. The company serves more than 4,000 financial institutions throughout North America, operating with velocity to help our clients keep pace with the rapid momentum of change and fuel growth in the new era of financial services. Our purpose: We accelerate partners’ success through innovative financial technology solutions and inspired service.

The Opportunity

The Senior Financial Systems Analyst supports VELERA’s Oracle ERP (Enterprise Resource Planning) efforts focused on both internal and external clients. The Incumbent will also support vital VELERA internal financial reporting, integration modules and reporting outputs through a myriad of channels, streams and end-to-end applications

Day in the Life

  • Responsible for collecting financial and statistical information from multiple sources and analyzing and processing it into the Oracle Fusion environment; facilitating business analysis.

  • Manage integrity of financial information presented in the Enterprise Resource Planning (ERP) application.

  • Configure processing flow for ERP functions such as AR, AP, GL, Assets and projects.

  • Basic knowledge of General Accepted Account Principles specifically in AR, AP, GL and Assets.

  • Maintain relationships with Finance and IT stakeholders to ensure uninterrupted supply of information into the ERP application.

  • Drive improvement and productivity in the overall ERP application reporting process through automation of the data collection, maintenance and reconciliation processes.

  • Support all financial analysis scenarios, including monthly closing, Billing, AR, AP, Reports and Dashboards to ensure all ERP data is accurately represented.

  • Maintain operational and technical aspects of current processes utilized by the finance division, related to Oracle Fusion support.

  • Support the integration between EDMCS and ERP and ensure all metadata are accurately represented in both applications.

  • Maintain security configuration and assign security access to end-users within Oracle Fusion and work with Oracle to resolve issues.

  • Curate, validate, and process daily and monthly financial information and delivery of all LOB, product and client-related reports as needed.

  • Serve as the lead resource for primary research and resolution.

  • Develop new financial reports, dashboards and tools to be used by various company stakeholders in evaluating business opportunities.

  • Develop and design OTBI and BIP reports and maintain the reports daily as needed.

  • Understand client business requirements; liaise between technical groups, and map technical files/procedures between systems.

  • Cultivate proposals for solving business problems by optimizing financial mechanisms.

  • Provide guidance to the Oracle Fusion ERP user community in prompt resolution of financial and statistical data issues.

  • Ensure process continuity by documenting daily and monthly routines and cross-training, train users on data availability and retrievals, and new tools when applicable.

  • Deliver daily and monthly ad-hoc financial and statistical reports to management as needed.

  • Assist management in maintaining end-to-end data patches/update on a quarterly basis.

  • Perform other duties as assigned.

Qualifications

  • Bachelor’s degree in business (Information Systems, Accounting, Finance or related field) required.

  • Five (5) years’ experience in a financial or information technology environment, preferably in the financial services industry.

  • Proficiency with Oracle Fusion applications, including EDMCS and OIC; expert in Oracle ERP is preferred.

  • Proficiency with configuring processing flow for ERP functions (AR, AP, GL, Assets and Projects)

  • Proficiency with configuring security access along with developing, designing and maintaining OTBI and BIP reports.

  • Financial modeling experience required. Oracle SmartView and SQL experience required.

  

About Velera

At Velera we are committed to fostering a workplace where every employee feels valued, respected, and connected. We understand, attract and engage a diverse workforce where every employee can live up to their full potential; ensuring that our employee base reflects the consumers we serve. The result of this effort is an inclusive environment where diverse talent thrives. We strive to foster a safe and inclusive work environment for people to bring their authentic selves in order to build a better community within our company and with our partners.   Learn more about our commitment to Diversity, Equity, and Inclusion HERE!

Pay Equity

$84,900.00 - $108,200.00

Actual Pay will be adjusted based on experience and other job-related factors permitted by law.

Great Work/Life Benefits!

  • Competitive wages

  • Medical with telemedicine

  • Dental and Vision

  • Basic and Optional Life Insurance

  • Paid Time Off (PTO)

  • Maternity, Parental, Family Care

  • Community Volunteer Time Off

  • 12 Paid Holidays

  • Company Paid Disability Insurance

  • 401k (with employer match)

  • Health Savings Accounts (HSA) with company provided contributions

  • Flexible Spending Accounts (FSA)

  • Supplemental Insurance

  • Mental Health and Well-being: Employee Assistance Program (EAP)

  • Tuition Reimbursement

  • Wellness program

  • Benefits are subject to generally applicable eligibility, waiting period, contribution, and other requirements and conditions

Velera is an Equal Opportunity Employer. We consider applicants without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, citizenship status, or membership in any other group protected by federal, state or local law.

Velera is an Equal Opportunity Employer that complies with the laws and regulations set forth in the following "EEO is the Law" Poster. Velera will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the legal duty to furnish information.

Velera is an E-Verify Employer. Review the E-Verify Poster here.  For information regarding your Right To Work, please click here.

This role is currently not eligible for sponsorship.

As an ongoing commitment to reasonably accommodate individuals with disabilities please contact a recruiter at [email protected] for assistance.

Top Skills

Edmcs
Oracle Erp
Oracle Fusion
Oracle Smartview
SQL
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The Company
San Ramon, California
4,405 Employees
Year Founded: 1977

What We Do

Velera, formerly PSCU/Co-op Solutions, is the nation’s premier payments credit union service organization (CUSO) and an integrated financial technology solutions provider. With over four decades of industry experience and a commitment to service excellence and innovation, our company serves more than 4,000 financial institutions throughout North America, operating with velocity to help our clients keep pace with the rapid momentum of change and fuel growth in the new era of financial services. Velera leverages its expertise and resources on behalf of credit unions and their members, offering an end-to-end product portfolio.

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