Financial Systems Administrator

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The Role

The Financial Systems Administrator (FSA) is responsible for managing all aspects of our financial and professional services systems (FinancialForce and Professional Services Automation) including configuration, customization, and governance. In addition, this person will be responsible for systems administration for company enterprise applications including CPQ, Vena, and others that may be procured in the future.

The ideal candidate must have strong business knowledge covering ERP implementations such as GL, Financials, Payables, and Receivables, as well as integrations to CRM (Salesforce) and overall lifecycle from lead to quote to order including CPQ. A successful candidate will be a highly motivated individual who is detail, process, and customer service-oriented, as well as a professional and a responsive team player.

Responsibilities

  • Design, build, test, document, and deploy high quality business solutions on the FinancialForce/PSA platform based on industry best practices.
  • Advise the business on risks around customizations or alterations to the platform.
  • Act as the primary point of contact for FinancialForce application support, managing any escalations to FinancialForce support.
  • Manage routine systems admin functions for FinancialForce and PSA, configuration changes to fields, workflows, security/permissions, page layouts, user support, custom objects, custom record types, reports, and dashboards.
  • FinancialForce and PSA data custodian – review audit reports for FFA and PSA data on a weekly cadence, work with the Accounting function on system requirements including billing and revenue recognition, manage FRM weekly snapshots for historical and trend reporting, manage FRM production data including contracts, financials, timecards, and expense reports.
  • Communicate and collaborate with other team resources and stakeholders regarding status, technical issues, and creative solutions.
  • Research and keep current on FinancialForce/PSA modules, functionality, enhancements, and new releases.
  • Communicate trends and future needs from a business perspective to management.
  • Work with the business to understand compliance and accounting practice changes such that we can implement in FinancialForce.

Knowledge, Skills, and Abilities

  • At least 3 years of direct experience with financial and professional services system administration (direct experience with Salesforce, FinancialForce, or PSA a plus).
  • Strong experience with creating saved searches, dashboards, custom reports, and providing user training is strongly desired.
  • Self-motivated individual who can work with limited direction, while keeping key constituents apprised of project status.
  • Ability to grasp concepts quickly.
  • Familiarity with areas covering ERP (GL, Financials, Banking, Payables, and Receivables), CRM (Life cycle from Lead to Quote to order, Marketing to ROI) and CPQ.
  • Strong analytical capabilities coupled with business acumen needed to proactively solve problems facing the organization.
  • Excellent interpersonal skills, as well as excellent communication skills: both verbal and written.
  • Ability to communicate with both technical and non-technical audiences that are in a geographically dispersed environment (conference calls, Zoom, face-to-face).
  • Ability to thrive in a team-oriented, cross-departmental environment.
  • Ability to produce high-quality documentation and analysis.
  • Proficiency with the Microsoft suite of products and extensive experience with Microsoft Excel.
  • Bachelor's Degree in Business Management or equivalent degree/experience.

Preferred Qualifications

  • Proven track record of Systems Administration excellence.
  • Proven experience successfully achieving and exceeding performance goals in a SaaS environment.
  • Enjoy working in a fast paced, dynamic environment with the ability to make an impact.

Fusion Risk Management, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or national origin. Nothing in this job posting should be construed as an offer or guarantee of employment.




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Technology we use

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    • SalesforceCRM

Location

You can't beat the location! Our building is connected to Oglivie Station and is across the street from the Madison St. exit of Union Station.

An Insider's view of Fusion Risk Management

How would you describe the company’s work-life balance?

Fusion puts its employees and their wellness at the forefront by providing several ways to help maintain a great work-life balance. My personal favorites have to be the flexible work schedule and Summer Fridays. With initiatives like Fusion Cares, I also have the option to spend up to 12 hours of work time giving back to the the community.

Riddhi

Sr. Solution Architect

What does your typical day look like?

My days involve collaborating with multiple teams on a variety of activities. One minute I will be designing features with our engineers, the next I might be developing our product roadmap with product management or advising our customers and implementation teams on using our platform. Every day brings new challenges and rewarding opportunities.

Alex

Technical Architect

How does the company support your career growth?

Fusion provided me with multiple opportunities to learn and cultivate new skills and continues to support my growth at a professional and personal level. Fusion offers a fun, dynamic environment, that has allowed me to explore challenging assignments to expand my skill set and play a pivotal role for the rapid growth of the company.

Ramya

Director of Technology Evangelism

How do you empower your team to be more creative?

Collaboration and team brainstorming sessions are key when it comes to empowering creativity. Open and transparent lines of communication with your teams provides them with the flexibility to share ideas and gather feedback on their projects. Lastly, always celebrate the wins, even if they are small.

Shannon

Vice President, Marketing

What’s the vibe like in the office?

Family-oriented. We take care of each other as family and truly show it on a daily. Your interests are our interests. There's always something to connect us.

Crystal

Project Manager

What are Fusion Risk Management Perks + Benefits

Fusion Risk Management Benefits Overview

In addition to the basics such as medical, dental, and vision insurance; FSA and HSA options; commuter benefits; and 401K matching with no vesting period, we also offer monthly partial cell phone reimbursements, a wellness program, and fitness subsidies, paid volunteer time, parental leave, and more! We also offer flexible scheduling and the ability to work remotely.

Our cultural and professional development groups are employee-led, voluntary workplace networks that help foster a culture of community, including three Employee resources groups (Black/African-American; LGBTQ+; and Women), a volunteer committee, and our social activities squad. Even while working remotely, we have maintained fostering connections through virtual events such as lunch n’ learns, happy hours, and live concerts.

We have given special options and offerings during the COVID-19 pandemic in 2020 including extra paid time off, educational resources for all employees, and parental subsidies.

Culture
Volunteer in local community
Friends outside of work
Eat lunch together
Intracompany committees
Fusion's social committee, which plans employee events, and Fusion Cares, which organizes community-focused give-back events, are just two ways employees can contribute to building Fusion's culture.
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Pair programming
Open office floor plan
Diversity
Diversity Employee Resource Groups
Our Employee Resource Groups are voluntary workplace networks that are employee-led. They foster a diverse, inclusive workplace aligned with the organization's mission and values.
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Mental Health Benefits
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Performance Bonus
Child Care & Parental Leave Benefits
Child Care Benefits
Generous Parental Leave
Flexible Work Schedule
Remote Work Program
Family Medical Leave
Vacation & Time Off Benefits
Generous PTO
Paid Volunteer Time
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Game Room
Stocked Kitchen
Happy Hours
Fitness Subsidies
Home Office Stipend for Remote Employees
We offer home office stipends for necessary office supplies in order to promote a more efficient at home workspace.
Professional Development Benefits
Job Training & Conferences
Diversity Program
Lunch and learns
Cross functional training encouraged
We allow our employees to participate in tours of duty within other parts of the organization to build their skills
Promote from within
Paid industry certifications

Additional Perks + Benefits

We seek to foster a supportive and nurturing environment and are proud of our collaborative, open culture! As a fast-growing company, we are dedicated to growing with our employees and adapting to the evolving workplace.

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