Demo

Finance/Accounting/CPA - ERP Team Lead (VP Level)

PRI Technology
New York, NY Full Time
POSTED ON 1/13/2025
AVAILABLE BEFORE 4/7/2025

I have a full time opportunity for a very unique role that needs a candidate with CPA type skills, preferably VAT accounting experience, that can support the internal Workday ERP system. The candidate does not need to come out of investment banking although our client is one of the top 10 investment banks in Midtown Manhattan.

Another plus is that I don't necessarily need someone with Workday. Oracle, SAP, or another ERP system would be sufficient and the candidate could learn Workday as an ERP. The Accounting and Finance skills are most important!

This is a VP level role and previous investment banking experience is not necessary

  • Knowledge of Workday is preferred but not mandatory, SAP, Oracle, Dynamics, etc is acceptable

This is 3 days onsite, 2 days remote.

Excellent comp package and employee benefits! ($180-$200k)

The Lead will work with other IT and Finance team members, senior management within both the Information Technology and Finance departments, and end users.

Responsibilities :

  • Partner with our Finance and Accounting team to design and deliver technology-based solutions using Workday and potentially other independent application platforms
  • Learn relevant Finance and Accounting business concepts in order to better leverage Workday functionality to help the team operate more efficiently
  • Identify and suggest opportunities to enhance and improve current processes
  • Maintain user security models and perform required control procedures including our annual privileged user recertification process
  • Manage data level access controls for existing functionality as well as provide analysis to accurately implement access for new functionality
  • Provide Business Process workflow support to application users
  • Configure new Business Processes as our systems continue to evolve to support the needs of our growing firm
  • Support the reporting needs of our users by creating and deploying custom reports or working with vendors with whom we have engaged to provide deeper reporting capabilities
  • Analyze and manage semi-annual Workday feature releases
  • Aid users in the resolution of functional or technical application issues that arise in their day to day work
  • Qualifications

  • Experienc in a previous life as an accountant or finance analyst would be beneficial
  • Solid experience with ERP systems (e.g SAP, Oracle, Dynamics, Workday), with a strong preference given to Workday
  • Operational experience with Intercompany accounting concepts
  • Understanding of VAT accounting, reporting, and the resulting impact on Customer and Supplier invoicing
  • Significant experience with project billing and customer invoicing
  • Knowledge of Workday (or other ERP) reporting frameworks
  • Understanding of Workday (or other ERP) domain and business process security model
  • Experience in fast-paced, client service-driven environments (ideally consulting or financial services industries)
  • Bachelor's Degree or equivalent
  • Lori Sklarski

    Senior Technical Recruiter, PRI Technology

    Lori.sklarski@pritechnology.com

    Direct : (973)-354-2797

    Office : 973.732.5454 x27

    Cell : 973.432.9968

    www.pritechnology.com

    www.pritechnology.com

    Salary : $180,000 - $200,000

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