Financial Systems & Automation Specialist For Mid-Level Wealth Management Firm

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Strong project management skills are a plus. Financial Systems & Automation Specialist Overview We are seeking an experienced Financial Systems & Automation Specialist to transform our client’s financial reporting processes through advanced automation, system optimization, and data integration. This role will be instrumental in streamlining our financial operations, particularly focused on close file processes and cash reconciliation workflows. Key Responsibilities Financial Systems Optimization • Manage and enhance the client's Workday financial reporting systems, including configuration of income statement reports and journal entry level data extraction • Implement and maintain Power Query ETL processes to transform financial data from multiple sources • Develop and maintain Power Pivot data models, including creating appropriate measures and relationships between datasets • Create standardized, automated reconciliation frameworks that replace manual spreadsheets Data Management & Integration • Configure data extraction from Workday to support monthly close processes • Integrate historical actuals, budget data, and various mapping files into cohesive reporting solutions • Develop processes for handling adjustments to historical actuals and ensuring they tie out correctly • Design and maintain data refresh workflows that support accurate month-end closing Reporting & Analytics • Build financial reports using Power Pivot cube formulas and other Excel-based techniques • Create interactive dashboards and visualizations in Tableau to provide intuitive financial insights • Establish connections between Workday, Azure Databricks, and reporting tools for seamless data flow • Develop variance analysis reports that meet FP&A team requirements • Selection of reports applicant will be accountable for • Partnership Distributions • Financial Systems (Datarails, Vena, etc.) • Performance Dashboards • Asset Management • Monthly Close P&L file • Recurring Reports - FP&A • Workday Data-as-a-Service • J/E Upload Template Automation • Supplier Allocation Changes • Time Tracking in Aderant • Balance Sheet Reconciliation incl. J/E Level Data • Recurring Reports - Accounting • Anomaly Detection in GL Activity • Solutions Billing Reconciliations • A/P Reconciliations • Cash Management Reconciliations Process Improvement • Identify and implement improvements to simplify systems and scale operations through standardized templates • Document financial processes and create thorough operational guides for financial procedures • Train finance team members on self-service reporting capabilities • Drive broad adoption of process improvements to maximize efficiency Required Skills & Qualifications Technical Skills • Advanced proficiency in Microsoft Excel, including demonstration of the following capabilities: 1. Creating and managing Power Query data transformation workflows to load and integrate multiple data sources 2. Building complex Power Pivot data models with proper relationships between tables 3. Designing custom measures in Power Pivot for financial reporting needs 4. Writing cube formulas to pull data from Power Pivot models into user-friendly reports 5. Automating data ingestion from multiple sources for high-volume client reporting 6. Creating and modifying Excel macros for batch processing hundreds of client documents 7. Developing reusable Excel templates with standardized calculations 8. Building solutions with conditional display logic based on client circumstances 9. Creating Excel-based processes for data validation during financial reporting cycles 10. Connecting Excel to external data sources and managing refresh sequences and dependencies • Strong experience with Workday Financials configuration and reporting • Expertise in financial close processes and reconciliation automation • Working knowledge of Tableau dashboard creation and optimization • Experience with Azure Databricks or similar data processing platforms • Understanding of financial data structures and relationships Accounting & Financial Skills 1. Financial Reconciliation Process Design: Developing structured reconciliation methodologies for cash accounts, A/P, A/R, and complex financial instruments 2. Partnership Distribution Calculation: Understanding complex accounting rules for partnership distributions, including EBITDA and unit adjustments 3. Statement Template Standardization: Creating standardized financial templates that accommodate various client scenarios while maintaining consistency 4. Journal Entry Management: Knowledge of proper journal entry structure and approval workflows for accurate financial reporting 5. Anomaly Detection & Financial Controls: Implementing financial controls to identify potential issues before they affect client reporting 6. CPA preferred Domain Knowledge • 7+ years of hands-on practitioner experience implementing financial systems in mid-market companies • Demonstrated success optimizing financial processes in pre-IPO environments • Experience navigating the unique challenges of companies growing through acquisition • Expertise at integrating data from multiple financial systems • Background in wealth management or financial services, with demonstrated ability to drive innovation across teams and quickly resolve cross-functional roadblocks Personal Attributes • Detail-oriented with exceptional organizational skills • Self-starter who operates efficiently and autonomously • Strong problem-solving abilities with a practical approach to execution • Excellent written and verbal communication skills • Ability to collaborate effectively across distributed teams and time zones • Adaptable to a fast-moving environment where change is the norm • Pragmatic problem-solver who values practical solutions over theoretical approaches Work Structure and Location Requirements We're open to multiple engagement models to meet our client needs: • Full-time dedicated specialist - For candidates who bring comprehensive expertise across all required skills • Specialized team members - For candidates with exceptional strength in specific skill areas (Excel/Power Query, Workday, financial reporting) who can collaborate with complementary team members • Part-time engagement - For qualified professionals who can commit to consistent, predictable hours while maintaining responsiveness during business hours Regardless of structure, all team members must adhere to our non-negotiable communication standards, reporting cadence, and client engagement protocols. This role is designated as hybrid with strategic on-site presence required. The ideal candidate will: • Be prepared for regular in-person work at the client's Miami and/or NYC offices, particularly during critical project phases (approximately 1-2 weeks per month) • Develop face-to-face relationships with key stakeholders to facilitate more effective remote collaboration during interim periods • Maintain a professional in-office presence that represents DF Analytics' commitment to hands-on client service • Demonstrate strong productivity both on-site and during remote work periods • While remote-based candidates will be considered, preference may be given to those within reasonable commuting distance to Miami or NYC, or those with exceptional flexibility for extended on-site engagements • Travel expenses to client sites will be covered (airfare, accommodations, and per diem for meals); travel time is not compensated Working With Our Boutique Model Our boutique structure combines the agility of a small firm with the organizational clarity of larger enterprises. We're seeking professionals who: • Value transparency and structured collaboration within a well-organized environment • Appreciate clear expectations and defined processes for client interactions • Understand professional services boundaries and firm ownership of client relationships • Proactively generate and report metrics to demonstrate performance and progress • Follow our established client engagement processes without creating parallel workflows • Keep all client communications visible to the core team (no private side conversations) • Embrace autonomy in both technical execution and client relationship management, while strictly referring any pricing, scope expansion, or upsell conversations to DF Analytics leadership • Be a Google Workspace Super-User: • Use our Google Drive environment exclusively for all work products, both in progress and completed • Provide full calendar visibility for all client meetings through our shared Google Calendar • Note: You will get VPN access to the client’s remote environment, which is Microsoft-based, and will be expected to sync calendars/meetings using a third-party or manual tool. • Independently develop and deliver daily progress dashboards, Gantt charts, and executive-ready status reports • Communicate confidently and concisely with C-suite executives, translating technical complexity into business value • Demonstrate flexibility to both lead teams and execute hands-on work as project needs evolve • Balance strategic thinking with tactical implementation to serve various stakeholders effectively • Thrive in an Agile/Scrum environment with regular sprints and collaborative planning • Attend required daily 15-minute scrum calls prepared with concrete updates on accomplishments, plans, and blockers • Work effectively with our Scrum Master to remove impediments and optimize workflow This role offers meaningful client impact and professional growth without the bureaucracy of large firms, but within a framework that ensures consistent quality and team alignment. Our ideal candidate can operate independently at executive levels while also directing technical implementation, creating a seamless experience for senior stakeholders while ensuring detailed execution meets their objectives. Our Culture At DF Analytics, we're looking for a technical leader who embodies true product ownership – someone who can both gather complex requirements and deliver sophisticated solutions. You'll bridge the gap between wealth advisors and technical implementation, translating the needs of both junior and senior financial professionals into actionable work while being equally comfortable building solutions yourself. We prioritize candidates who have "been in the trenches" of financial operations and understand the realities of implementing systems in fast-moving environments. Our ideal specialist combines the technical depth of an expert practitioner with the strategic perspective needed to anticipate and address future scaling challenges. We accelerate performance by prioritizing both technical excellence and people-centered approaches. The right candidate will eventually lead a specialized tiger team focused on unblocking the most challenging financial systems problems faced by our clients. This team will serve as technical troubleshooters and strategic partners, ensuring our clients' success by implementing innovative solutions when standard approaches fall short. You'll thrive in our environment if you're comfortable moving between strategic conversations with senior stakeholders and hands-on technical implementation. We value professionals who can explain complex financial systems in accessible terms while also diving deep into technical details when necessary. Our "intrapreneurial" culture rewards those who take ownership of client problems, identify improvement opportunities proactively, and deliver solutions that exceed expectations (without waiting to be told or asked). Our approach embraces: • Results-focused delivery that balances immediate client needs with long-term system sustainability • A blend of independent problem-solving and collaborative solution development • Proactive communication that keeps stakeholders informed without overwhelming them with technical details • The ability to shift seamlessly between leadership and execution roles as projects demand We're committed to diversity, equity, and inclusion across our organization, recognizing that diverse perspectives lead to more innovative solutions for our complex client challenges. The financial systems team you'll be joining represents the technical core of our mission to transform how wealth advisors leverage data to serve their clients more effectively.

Keyword: Product Manager

Price: $80.0

Accounting Principles & Practices CPA Microsoft Excel Automation Workday Process Improvement Financial Analysis Power Query Microsoft Power BI