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Financial Systems and Reporting Analyst III

CareSource
$81,400.00 - $130,200.00
United States, Ohio, Dayton
230 North Main Street (Show on map)
Aug 20, 2025

Job Summary:

The Financial Systems and Reporting Analyst III is responsible for supporting implementation and maintenance of financial system solutions including master data management, security, data reconciliation and financial reporting solutions.

Essential Functions:

  • Leads implementation and ongoing maintenance of financial systems
  • Leads full delivery life cycle; including planning, requirements and impact analysis, estimation, design, build, test, deploy and support
  • Defines data governance and security standards facilitating discussions between end users, data modelers and security analysts
  • Create training materials for SAP end users documenting processes and procedures. Develop financial systems knowledge/competency in super users and subject matter experts throughout the business.
  • Develop and analyze reconciled data extracts for audits and other user requests
  • Proactively identifies challenges for month/year end close processing providing mitigating solutions
  • Lead the development or enhancement of financial system capabilities,identifying gaps and solutions incorporating internal controls
  • Identify and communicate data quality issues; quickly synthesize issues for resolution; document gaps in existing processes; verify quality of data through existing processes
  • Develop and implement change management strategies increasing adoption of financial reporting and analytical tools
  • Lead discussions with business owners defining requirements and potential solutions incorporating analytical insight to data and trends
  • Oversee security settings for financial systems incorporating segregation of duties and mitigating controls
  • Review development news on future releases identifying impacts and availability of additional functionality
  • Demonstrate system functionality to business users incorporating feedback for continuous improvement
  • Identify/analyze/root cause discrepancies between data sources and integrated systems
  • Manage relationships with key data providers to facilitate the timely receipt of critical information for ongoing data management activities and maintenance tasks
  • Manage relationships with key data providers facilitating timely receipt of critical information for ongoing data management activities and maintenance tasks
  • Leads key initiatives improving internal controls and financial reporting
  • Lead implementation of new data, security and financial reporting procedures for new programs or program changes
  • Train and monitor quality of other Financial Systems and Reporting Analysts
  • Perform any other job duties as requested

Education and Experience:

  • Bachelor of Science/Arts Degree in accounting, finance, economics, computer sciences or related field or equivalent work experience is required
  • Business related post-graduate degree is preferred and provides credit for one year of related experience
  • Four (4) years of related experience in accounting/finance is required
  • Four (4) years of SAP or financial systems experience preferred
  • Four (4) years' experience in business analysis and solving business problems using information technology and business intelligence software
  • Managed care or healthcare experience is preferred

Competencies, Knowledge and Skills:

  • Familiar with a variety of financial concepts, practices and procedures
  • Relies on extensive experience and judgment to plan and accomplish goals
  • Ability to lead and direct the work of others
  • Wide degree of creativity and latitude (independent judgment) is required
  • Demonstrates decision making and analytical/problem solving skills to perform a variety of complicated tasks
  • Possesses critical thinking/listening skills
  • Ability to communicate with all levels of management
  • Master data management, data modeling and analysis skills
  • Familiar with SQL, ETL or other programming concepts
  • Ability to work independently
  • Detail oriented
  • Intermediate proficiency level with Microsoft Office

Licensure and Certification:

  • Certified Public Accountant (CPA), Certified Management Accountant (CMA), Association for Financial Professionals (AFP) FP&A, SAP Certified Application Associate or related certification is preferred and provides credit for one year of related experience

Working Conditions:

  • General office environment; may be required to sit or stand for extended periods of time
  • May be required to travel occasionally

Compensation Range:
$81,400.00 - $130,200.00 CareSource takes into consideration a combination of a candidate's education, training, and experience as well as the position's scope and complexity, the discretion and latitude required for the role, and other external and internal data when establishing a salary level. In addition to base compensation, you may qualify for a bonus tied to company and individual performance. We are highly invested in every employee's total well-being and offer a substantial and comprehensive total rewards package.

Compensation Type:
Salary

Competencies:
- Create an Inclusive Environment
- Cultivate Partnerships
- Develop Self and Others
- Drive Execution
- Influence Others
- Pursue Personal Excellence
- Understand the Business

This job description is not all inclusive. CareSource reserves the right to amend this job description at any time. CareSource is an Equal Opportunity Employer. We are dedicated to fostering an inclusive environment that welcomes and supports individuals of all backgrounds.

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