Lead Analyst, Finance Systems

About this role

Worker Type

Regular Job Description

  Summary The Lead Analyst, Finance Systems provides hands-on functional support for existing production finance systems and executes new implementation activities for Oracle Fusion ERP and other finance applications, serving as the day-to-day expert for business process execution, system testing, training delivery, and user support. This role combines deep Oracle Fusion functional knowledge with strong process documentation, testing coordination, and training capabilities, enabling the Senior Manager to focus on strategic initiatives while ensuring operational excellence and end-user success.

Position Responsibilities

Finance Systems Support & Implementation Execution • Functional execution in Oracle Fusion workstreams (Procure to Pay, Record to Report, Quote to Cash, Project to Close) based on requirements defined by teams • Document business processes, system workflows, and functional specifications for current-state and future-state operations • Ensure proper functional setup including chart of accounts, calendars, ledgers, business units, payment terms, tax rules, and approval hierarchies • Partner with IT Infrastructure on integration testing for Salesforce CRM, Workday HRIS, and third-party applications • Troubleshoot functional issues, research support documentation, and coordinate with Oracle support for complex problems

EPM, Apex & Finance Transformation Support • Provide functional support for Oracle EPM Cloud (PBCS, FCCS, Planning) including user setup, dimension maintenance, and troubleshooting planning/budgeting issues • Support Apex application rollout including functional testing and user training for finance-specific workflows and data collection forms • Coordinate testing for integrations between Oracle Fusion, EPM, and Apex applications, ensuring data accuracy and process alignment • Support finance transformation projects through functional configuration, testing coordination, training delivery, and capitalization documentation; assist with capex and opex reporting requirements

Testing Coordination & Quality Assurance • Develop comprehensive test scripts for unit testing, integration testing, and user acceptance testing (UAT) covering all Oracle Fusion workstreams and business scenarios • Coordinate UAT execution including tester recruitment, sandbox environment setup, test data preparation, and daily stand-ups during testing windows • Manage defect tracking using project management tools (Jira, Smartsheet) with clear documentation, priority assignment, and timely resolution; document test results and obtain UAT sign-offs for audit compliance • Execute regression testing after Oracle quarterly updates to validate existing functionality and identify impacts from new features

Training Development & Delivery • Design role-based training curriculum aligned with job responsibilities (AP Processor, AR Specialist, GL Accountant, Financial Analyst, Manager Approver, etc.) • Create and maintain training materials as evergreen content including user guides, quick reference cards, video tutorials, sandbox exercises, and FAQs • Deliver live training sessions (virtual and in-person) for end users across all geographies and business units, including train-the-trainer sessions and post-training office hours for additional support

Production Support, Hypercare & Ongoing Operations • Support existing production finance systems (Oracle Fusion, EPM, Apex, and other applications) including daily troubleshooting, user support, and system maintenance; execute implementation activities for Oracle Fusion and other finance systems; provide hypercare support during go-live stabilization periods (first 90 days post-implementation), including extended hours and weekend availability • Serve as functional support for end users, troubleshooting Oracle Fusion issues and escalating to IT when necessary; monitor usage patterns, adoption metrics, and support tickets to identify training gaps • Maintain strong relationships with business stakeholders, serving as trusted advisor for Oracle Fusion capabilities and best practices

Business Process Documentation & Continuous Improvement • Document end-to-end business processes using process flow diagrams, RACI matrices, and written procedures for all finance workstreams; maintain functional knowledge base including configuration decisions, business rules, and troubleshooting guides • Identify opportunities for process improvement, automation, and adoption of new Oracle Fusion features introduced in quarterly updates • Partner with Accounting SMEs to gather feedback on pain points, bottlenecks, and enhancement requests for prioritization

AI/LLM Usage & Productivity • Use LLMs (GPT, Claude, Gemini) as daily productivity tools for creating test scripts, training materials, user documentation, and process guides; leverage AI to accelerate UAT preparation including test case generation and defect analysis • Collaborate with Senior Data & AI Analyst to validate AI agent outputs, provide user acceptance feedback, and support deployment by creating training materials for AI-enhanced workflows

Basic Qualifications (Required Skills & Experience)

Education & Experience • Bachelor's degree in Finance, Accounting, Information Systems, or related field • 4-6 years of experience in finance systems, ERP implementation, or business process analysis • Hands-on experience with Oracle Fusion Financial Management (or Oracle EBS, PeopleSoft, SAP, NetSuite, or comparable ERP) • Experience coordinating UAT, developing test scripts, and managing defect resolution for ERP implementations • Experience designing and delivering end-user training for finance systems or business applications

Functional & Technical Skills • Strong understanding of financial accounting processes including Procure to Pay, Quote to Cash, Record to Report, and Project to Close • Working knowledge of Oracle Fusion functional configuration (setup tables, value set

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