Client financial services agent assisting member needs via personalized support and service. Promote investment and financing products while ensuring client satisfaction and business relationship management.
About the role
- Oracle Functional Finance Consultant helping clients optimize finance processes with Oracle Financials ERP solutions. Guiding implementations using Agile methodologies and addressing client pain points.
Responsibilities
- helps clients optimize their finance processes using Oracle Financials ERP solutions
- Applying Agile methodologies, manages project timelines and deliverables while guiding clients through various implementation stages
- assess and address client’s pain points, aligning financial operations with industry best practices
- contributes to internal initiatives by creating accelerators, reusable assets, and training materials to improve efficiency and knowledge sharing
- collaborate with technical teams, provide support for Oracle Financials adoption, and ensure successful transformation of finance processes to streamline workflows, enhance automation, and improve financial operations overall.
Requirements
- 8 - 13 years in Fusion Finance Implementation experience
- Should have completed minimum Five end-to-end Fusion Finance implementation, up-gradation, lift & shift and support projects experience
- Experience in Oracle Cloud (Fusion) Financials Functional in GL, AP, AR, FA, Cash Management, Expenses Management
- Should understand business requirements, fit-gap analysis, and preparation of functional design documents
- Should be able to manage the Finance track independently, interact with clients, conduct business requirements and training sessions, etc
- Should conduct CRP, UAT & SIT sessions with clients/stakeholders
- Experience in implementing financials cloud, configuring workflows, issue resolution and customization across all finance modules
- Solid understanding of Enterprises Structure, COA, Structure, and Hierarchies, Flex fields, extensions set up in Fusion Financials
- Experience in working with Oracle support for various issue resolutions
- Experience in various financial data upload/migration technique (FBDI & ADFDi) and related issue resolutions
- Reporting (Financial Reporting Studio (FRS), SmartView, OTBI)
- Experience in supporting Period closure activities
- Knowledge on tax (Withholding and Transaction tax) setups
- Experience in reconciliation financial data between GL and Subledger modules
- Should have excellent communication and presentation, strong analytical and problem-solving skills.
Benefits
- medical, dental, and vision coverage to employees and dependents
- a 401(k) plan with a generous employer match
- an employee stock purchase plan
- a generous Paid Time Off policy
- paid parental leave and adoption assistance
- Wellness Program supports employee total well-being by providing free annual health screenings and coaching, bank at work, and on-site workshops, as well as ongoing programs recognizing major events in the lives of our employees throughout the year.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
Personal Finance Advisor developing relationships with clients to advise on financial strategies. Managing client satisfaction and staying informed on market trends.
PESSOA ANALISTA PLANEJAMENTO FINANCEIRO PLENO na YDUQS, com ênfase em análises financeiras e orçamentárias.
Financial Analyst providing financial and commercial input to investment decisions in a genomics technology company. Collaborating with cross - functional teams to influence strategic decision - making and provide revenue analytics support.
Support the Global Financial Controls team in administrative tasks and financial analysis. Collaborate globally while developing Excel and other software skills in a hybrid work model.
FP&A Manager at Demandbase supporting finance functions for GTM teams in a hybrid role. Joining a dynamic finance team in India with a focus on budget management and financial analysis.
Financial Operations Analyst responsible for transaction reporting and invoicing at PayJoy. Collaborating on efficiency improvements and financial compliance in operations.
Intern in Corporate Finance assisting with analysis, data collection, and Power BI dashboard development. Working at Uniper to support diverse projects in the energy sector.
Director of Finance overseeing accounting and financial operations at CARFAX Canada. Collaborating with leadership to drive financial improvements and ensuring compliance with regulations.
Finance Manager serving as a finance partner for specified Lines of Business at Bank of America. Leading forecasting and stress testing responsibilities with a team across secured lending products.