CEI · 1 week ago
Financial Business Analyst
CEI is seeking a Financial Business Analyst to join their growing organization within the financial services sector. This role supports finance and tax functions and focuses on implementing changes to finance systems and accounting processes while collaborating with various stakeholders.
Information TechnologyIT ManagementMechanical EngineeringSoftware
Responsibilities
This position supports a large financial services organization within its Finance and Tax functions, specifically aligned to a Finance Implementation Projects business line
The role was created to support ongoing business, regulatory, and strategic initiatives that require changes to finance systems, accounting processes, and reporting structures
The team operates as a functional bridge between Finance, Tax, Business stakeholders, Project Management Offices, and Technology teams across multiple geographic regions
The group works on multiple initiatives simultaneously and is also responsible for reengineering existing applications to improve efficiency, functionality, and control environments
The role sits within a collaborative team structure, contributing as a project team member while interfacing regularly with management and cross-functional partners
From a high-level perspective, this role focuses on analyzing, designing, and deploying finance system and process changes that impact accounting, reporting, and downstream financial outputs
The individual is expected to translate business and accounting needs into functional specifications, coordinate testing and implementation activities, and support go-live and post-implementation stabilization
The role requires consistent interaction with finance stakeholders, technology partners, and project leadership to ensure solutions are delivered on time, meet regulatory and business objectives, and are fully supported operationally after implementation
Qualification
Required
Bachelor's degree in Finance, Accounting, or related field, or equivalent professional qualification (CFA or finance-focused university degree)
7–10 years of experience in accounting and/or accounting systems within the financial services industry
Experience supporting accounting processes from upstream source systems through general ledger and downstream reporting
Strong background in technical accounting within corporate and investment banking, prime brokerage, hedge fund services, or investment management environments
Experience performing business analysis, including requirements gathering, documentation, and functional design
Experience with application testing, including user acceptance testing and migration testing
Ability to understand complex financial products, system architectures, and accounting business processes
Knowledge of financial and management reporting, month-end close processes, regulatory reporting, entity consolidations, and multi-currency accounting
Experience supporting accounting and reporting for complex financial products such as derivatives, foreign exchange, equities, fixed income, treasury, loans, supply chain, or trade finance
Strong written and verbal communication skills with the ability to explain complex topics to varied audiences
Proficiency with Microsoft Office tools, including Excel and PowerPoint
Business analysis and project coordination experience, with SQL knowledge preferred
Ability to work independently, apply professional judgment, and manage priorities across multiple initiatives
Experience working with geographically dispersed, cross-functional teams
Benefits
Medical
Dental
Vision
401k
Company
CEI
CEI is at the forefront of providing software solutions for pressure vessel design and welding procedure management, being the first company to offer a solution for ASME Section VIII and Section IX over 30 years ago.