Financial Systems Analyst V

Hagerty Insurance Agency - Remote, OR

Full-time - Mid Level

Remote, OR

Insurance Carriers and Related Activities

About the position

As a Financial Systems Analyst V, you will play a crucial role in bridging the IT and Finance teams at Hagerty. This senior position focuses on ensuring the effective configuration, maintenance, and optimization of financial systems to support financial reporting, accounting processes, and overall financial analysis. You will collaborate with various departments to ensure accurate and accessible financial data that aids in business decision-making.

Responsibilities

• Identify, combine, and enrich data to design and develop measures and metrics for general ledger and financial reporting needs.
• Contribute to the planning and execution of the accounting and finance data roadmap by creating development-ready requirements.
• Analyze financial processes and workflows, identify inefficiencies, and recommend system and process improvements.
• Provide ongoing support and training to finance and accounting users on financial systems and tools.
• Lead or participate in testing efforts for system upgrades, patches, and new implementations.
• Ensure compliance of the financial data system with relevant regulatory, audit, and internal control requirements, such as SOX.
• Write SQL code or use no-code query tools to query, transform, combine, analyze, and visualize data.
• Evaluate emerging tools and technologies to design data and analytic solutions for business problems.
• Ensure accuracy, appropriateness, and completeness of data and analysis methods.
• Deliver work that achieves operational, functional, and business targets.
• Communicate effectively with colleagues across various levels and departments.
• Influence others in neighboring departments to align on new concepts and approaches.
• Interact with external customers or vendors as needed.
• Navigate difficult problems and reconcile interconnected issues.
• Develop solutions and improvements to products, processes, programs, and policies.
• Lead the execution of multifaceted processes or projects independently.
• Provide guidance and assistance to team members.

Requirements

• Bachelor's degree or higher in Finance, Engineering, Information Technology, Computer Science, or a related field.
• System experience with large general ledger applications, preferably Workday, Oracle, or SAP.
• Experience with Workday Accounting Center & Prism is desired.
• Experience integrating with data analytics and warehousing tools, preferably Snowflake.
• Advanced knowledge and skills using SQL or similar for data analysis.
• Experience analyzing and developing data requirements for finance and accounting systems.
• Strong understanding of insurance accounting principles and financial reporting.
• Advanced knowledge of transactional and relational databases.
• Strong decision-making and critical-thinking skills.
• Ability to present complex technical topics to diverse audiences.

Nice-to-haves

• Familiarity with public company requirements, including Sarbanes Oxley and key regulations.

Benefits

• Comprehensive benefits package
• Remote work flexibility
• Opportunities for professional development
• Inclusive company culture
• Passion-driven work environment