This job has closed.

OneDigital · 4 weeks ago

Manager, Finance Integration (Hybrid - Atlanta, GA)

Atlanta, GA

Full-time

Hybrid

Mid, Senior Level

5+ years exp

OneDigital is a company committed to helping people achieve their best work and live their best lives. The Finance Integrations Manager will lead a team responsible for onboarding newly acquired offices, ensuring their financial data is integrated into OneDigital’s systems, and resolving any integration-related issues.

Human ResourcesInsuranceLife InsuranceSmall and Medium Businesses

Culture & Values

No H1B

Responsibilities

Manage, mentor, train… be a leader for the Finance Integrations Team

Work with new offices to integrate the office’s financial data into OneDigital’s ERP and help resolve any potential roadblocks of the financial integration

Act as a point of contact to coordinate, address, and resolve integration related issues, including escalation of potential issues

Work cross-functionally across the entire organization and to lead the Finance Integration Team being a one-stop resource for new offices as they transition into OneDigital’s landscape

Lead integration calls with new offices, with clear and direct communication

Lead the design of and create solutions for processing revenue and dispensing producer compensation for new offices that do not follow OneDigital’s established format or are a new business vertical

Maintain the Finance Integrations reporting and tracking for the Executive team and be able to discuss the status of any new and lingering new office integrations

Understand how decisions made in the new office setup will impact the finance department and organization as a whole; Build stronger, more efficient processes and approaches to project planning and project management of the integration of new offices

Perform Ad-hoc analysis / reporting and additional responsibilities as requested

Qualification

Financial data integrationAdvanced Microsoft ExcelTeam leadershipSalesforceMicrosoft Office D365Effective communicationProblem-solvingOrganizational skillsCritical thinkingSelf-motivated

Required

Ability to lead and mentor a team utilizing strong organizational and prioritization skills

Strong and effective communication skills (both verbal and written)

Demonstrated ability to analyze issues, determine appropriate solutions and resolve sensitive problems; able to look outside the box to see how items coordinate or link together

Ability to maintain confidentiality, think critically, and execute accurate detailed work

Self-motivated to learn new concepts and take ownership in new projects

Experience with Salesforce and Microsoft Office D365 preferred

Bachelor's Degree and 5+ years of experience

Advanced Microsoft Excel skills