Finance Integration Specialist - Hybrid Atlanta, GA

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that's making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other's truest selves.

We understand that pursuing a new job is a big deal. Maybe you're afraid you won't fit in. Well, here's the good news. For us, the days of "fit in to get in" are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.

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Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that's making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives.

OneDigital is the nation's leading employee benefits advisory firm focused on driving business growth for employers of all sizes. With a sophisticated combination of people and technology, we currently serve employers in the areas of employee benefits, compliance support, human resources management, and wealth & retirement planning. Our growth has placed us among the Inc. 5000 List of 'America's fastest-growing companies', and our culture has earned accolades including 'Best and Brightest Companies to Work For' and 'Best Places to Work' both nationally and in many of our local markets.

We understand that pursuing a new job is a big deal. Maybe you're afraid you won't fit in. Well, here's the good news, the days of "fit in to get in" are over and being different is not a barrier to getting ahead with OneDigital. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot.

Your best life awaits, Join us at OneDigital!

The OneDigital Finance Integrations Specialist supports the Finance Integration Team in the 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 entire Finance Integration Team
• Be an additional point of contact representing the Finance team for new acquisitions
• Work with the new office alongside the Integration team to integrate the office's financial data into OneDigital's ERP and help lead the coordination to resolve any potential roadblocks of the financial integration
• Participate on integration calls with new offices alongside Finance Integration Team Project Managers
• Work cross-functionally across the entire organization and support the Finance Integration Team, a one-stop resource for new offices, as they transition into OneDigital's financial landscape
• Master the basic duties of the major financial teams and be able to apply the core concepts in the onboarding of new offices
• Perform ad hoc reporting and analysis
• Help design 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
• Understand how decisions made in the new office setup will impact the finance department and organization as a whole
• Communicate clearly with new offices and be willing to coordinate any help they need even if outside the finance department
• Perform monthly reporting and auditing as needed
• Assist in training across the organization to help tie the operational knowledge of the departments together
• 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

Qualifications, Skills and Requirements:

• Proficient with Microsoft Office applications with a strong emphasis on Excel data manipulation (e.g., Complex LOOKUPs, PivotTables, and IF statements including SumIFs and CountIFs)
• Ability to communicate effectively both verbally and written with various levels of organization including senior leadership;
• Ability to work independently as needed;
• Well-organized with a strength in prioritizing tasks/projects;
• Demonstrated ability to analyze issues, determine appropriate solutions and resolve sensitive problems;
• Maintains a high level of accuracy and attention to detail; able to look outside the box to see how items coordinate or link together;
• Knowledge of Microsoft D365 and/or general database structure a plus;

Education, Training and Experience:

• Bachelor's Degree required. Finance, Accounting, or Business related fields preferred, but not required
• Minimum of 1 - 3 years of work experience

Thank you for your interest in joining the OneDigital team!

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company's performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.

To learn more, visit: www.onedigital.com/careers

Thank you for your interest in joining the OneDigital team!