Financial Systems Analyst

JOB TITLE: Financial Systems Analyst 

EMPLOYER: SEIA 

DEPARTMENT: TechOps 

REPORTS TO: Senior Director, Technology Operations 

EFFECTIVE DATE: 04/01/2025 

SUMMARY: This role is onsite at our Newport Beach office. The Systems Analyst will play a pivotal role in bridging the gap between business needs and technology solutions. The ideal candidate will have experience with financial systems and applications, a deep understanding of data analysis, and strong communication skills. This role involves working closely with stakeholders to understand their requirements, manage system configurations, and ensure seamless integration of applications to support business operations. 

DUTIES AND RESPONSIBILITIES: 

• CRM (Salesforce) Administration: Perform daily maintenance tasks, including user management, security settings, and permission adjustments.
• System Monitoring: Regularly check system performance, troubleshoot issues, and ensure optimal functionality of Salesforce and other integrated applications.
• Data Management: Maintain data integrity by managing deduplication, validation rules, and data imports/exports.
• User Support & Training: Assist users with troubleshooting, provide guidance on best practices, and conduct training sessions when necessary.
• Automation & Workflow Maintenance: Manage and update automation tools like Flows, Process Builder, and Workflow Rules to streamline operations.
• Integration Monitoring: Oversee integrations with third-party applications, identify errors, and work with vendors or internal teams to resolve issues.
• Reporting & Dashboards: Create and maintain reports and dashboards to support business decision-making and ensure data accuracy.
• System Upgrades & Enhancements: Stay updated with Salesforce releases, assess new features, and implement system improvements. Act as a subject matter expert for Salesforce and Tamarac, including managing configurations, user roles, and data integrity.
• Cross System Integrations: Assist in managing and developing cross-system data integrations to automate and streamline day-to-day business operations

SUPERVISORY RESPONSIBILITIES: 

• This job does not have supervisory responsibilities.

QUALIFICATIONS: 

• Bachelor’s degree in Finance, Business Administration, Information Systems, or a related field.
• 1-2 years of experience in a similar role, preferably within the financial services industry.
• Strong analytical and problem-solving skills with a keen eye for detail.
• Broad understanding of database system architecture and models.
• Ability to problem solve and research external resources to find optimal solutions.
• Ability to work independently and formulate analysis plans with minimal supervision.
• Excellent verbal and written communication skills.
• Salesforce Administrator Certificate a plus.
• Licensed Series 7 a plus.

COMPETENCIES: 

• Diversity - Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce.
• Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.
• Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan.
• Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.
• Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics.
• Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.
• Technical Skills - Assesses own strengths and weaknesses; Pursues training and development opportunities; Strives to continuously build knowledge and skills; Shares expertise with others.

PHYSICAL DEMANDS AND WORK ENVIRONMENT: 

• Continually required to sit.
• Continually required to talk or hear.
• While performing the duties of this job, the noise level in the work environment is usually moderate.
• The employee must occasionally lift and/or move up to 10 pounds.