Finance Integration Specialist

Summary: 

The OneDigital Finance Integrations Specialist supports the Finance Integration Team in onboarding of newly acquired/merged OneDigital offices. This role will be a key supporting player to transition new offices into OneDigital’s financial systems and operational processes. 

Essential Duties and Responsibilities (include but are not limited to): 

• Support project planning and project management tracking for the specified business unit for the Finance Integration Team  

• Attend and document integration calls with new offices alongside Finance Integration Team  

• Execute financial and/or data analysis and reconciliations required for new office to integrate into OneDigital’s ERP  

• Facilitate the implementation of solutions needed to resolve any potential roadblocks of the financial integration  

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

• Learn and understand the basic duties of the major financial teams specific to the business unit supported and be able to apply the core concepts within the context of onboarding new offices  

• Perform ad hoc reporting and analysis 

• Execute the tasks necessary for new office’s integration under direction of the Finance Integration Team Leaders such as processing revenue, dispensing producer compensation and all other components of Finance Integration  

• Understand how decisions made in the new office setup will impact the Finance department and organization as a whole  

• Create monthly reporting and complete monthly/weekly audits as needed  

• Assist in training across departments to help tie the operational knowledge of the departments together 

• Perform all administrative tasks required for a new office’s Finance Integration process  

Qualifications, Skills and Requirements: