Finance Optimization Analyst

It's fun to work in a company where people truly BELIEVE in what they're doing!
* We're committed to bringing passion and customer focus to the business.
*** Position Summary
** The Finance Optimization Analyst is primarily responsible for delivering easier and more efficient processes through various financial systems. This position is crucial in configuring, maintaining, and validating processes within various financial systems. The Finance Optimization Analyst will collaborate with stakeholders to design, troubleshoot, and configure enhancements and resolve finance system-related issues. This position will create and provide accurate reporting and ensure data integrity through multiple financial systems.
** Principle Duties and Responsibilities
*** Willingness and ability to exhibit Wellby Core Values every day.
* Works with purpose and is driven to provide the best team member experience.
* Executes analysis of present processes and identifies opportunities to enhance those processes.
* Analyzes complex problems and creates recommendations for resolution.
* Develop business requirements for resolving issues, new enhancements, and new applications.
* Creates and maintains process plans that contain project goals, milestones, and resources.
* Collaborates with employees and stakeholders to improve processes and outcomes.
* Contributes to the development of the Finance Optimization roadmap throughout the implementation lifecycle of new features and executes post-production support.
* Develops, maintains, tests, and validates custom reporting to create efficiencies within various departments.
* Develops, maintains, and contributes to documentation procedures of the financial systems.
* Tests and validates financial systems software releases, upgrades, and enhancements.
* Maintains current system configurations and collaborates with software support teams to resolve issues within the financial systems.
* Ensures data integrity for all financial systems.
* Performs other related duties as assigned.
** Knowledge, Skills, and Abilities (KSA)
*** Knowledge of Wellby’s organizational functions and general operating policies and procedures.
* Knowledge of secretarial practices and procedures, business English, spelling, and punctuation.
* Knowledge of personal computer, utilizing Microsoft Office Suite and other software’s.
* Skilled in operating computer equipment and general office machines such as personal computers, copiers, projection equipment, audio/video, Microsoft Teams, Zoom Video Communications, and adding machines.
* Ability to define, measure and analyze processes to identify improvement opportunities.
* Ability to leverage data to gain insights and creatively solve business problems.
* Ability to maintain confidential and meticulous records.
* Ability to communicate clearly and concisely, orally and in writing.
* Ability to efficiently understand and follow oral and written instructions, perform routine duties without close supervision, and establish and maintain effective working relationships with other team members.
* Ability to coordinate several concurrent activities simultaneously.
* Ability to exercise independent judgment.
** Supervisory Responsibilities
*** The team member does not have supervisory responsibilities.
** Complexity & Scope of Work
*** The team member will ensure policies, procedures, and programs are consistently administered, aligned with organizational goals, and compliant with professional standards.
* The team member performs routine and generally related tasks without supervisory direction.
* Tasks may occasionally have to be coordinated, integrated, and/or prioritized.
* Courses of action are determined by established procedures and/or the Vice President of Finance Optimization.
* The team member’s work is reviewed periodically for accuracy, completion, and compliance with the policies and procedures.
* The team member uses independent judgment in making decisions.
** Physical Demands & Work Environment
*** The physical demands and work environment characteristics described here represent those that must be met by a team member to successfully perform the essential functions of this position.…