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Insperity provides the most comprehensive suite of scalable HR solutions available in the marketplace with an optimal blend of premium HR service and technology. With more than 90 locations throughout the U.S., Insperity is currently making a difference for thousands of businesses and communities nationwide.

Behind our success is the unshakeable belief in the value of our people. We value diversity, inclusivity and a sense of belonging. We celebrate work and life events, and we partner with our clients and communities to make great things happen.

We have received recognition numerous times as a top place to work, most recently ranking on Glassdoor’s “Best Places to Work in the U.S. 2024” list, and U.S. News & World Report’s “Best Companies to Work for 2024” list. In addition, we have been recognized for having one of the country’s Top 50 Midsize Early Talent Programs by RippleMatch’s 2024 Campus Forward Awards. There is no better time to be a part of Insperity, and our best work is yet to come. Learn more at Insperity.com.

Why Insperity?

Flexibility: Over 80% of Insperity’s jobs have work-from-home flexibility. We want your time to have balance, whether it’s spent with coworkers, clients, family or your community.

Career Growth: Insperity provides many ways to grow with the company. We offer continuous learning programs, mentorship opportunities and ongoing training.

Well-Being: Our total rewards package includes generous paid time off, top-tier medical, dental and vision benefits, health & wellness support, paid volunteer hours and much more. Whether remote, in person or hybrid, we take care of our people so that you can do your best work.

FINANCE SYSTEMS & REPORTING MANAGER

RESPONSIBILITIES

This position is responsible for collaborating with Finance and Innovative Technology Solutions (ITS) personnel to ensure the Finance department’s technology needs are defined and that the appropriate solutions are in place and functioning as designed.  Defines and communicates technical support and project needs, technical standards and procedures for the Finance department’s operational systems, including but not limited to AIMS, Lawson, OneStream, Tracker, and MasterTax. Proactively assists in defining direction for future projects.

•    Leads and/or coordinates ownership with business users of Finance technology software in areas such as new functionality, production support, upgrades and overall understanding related to assigned applications, such as but not limited to AIMS, Lawson, SalesForce, OneStream, WebFocus, Tracker, and MasterTax. 

•    Works with Finance management and team members to understand technology needs and design effective solutions utilizing methodologies including, but not limited to the following concepts:

?    Documents the current process and limitations to initiate project plan and vision meetings,

?    Defines business needs as well as user and functional requirements,

?    Performs situation analysis and recommendations for problem solving,

?    Conceives solutions, builds consensus, and sells/executes solutions,

?    Directs and coordinates work of others to develop, test, install, and modify programs,

?    Creates or assists others in the writing of user documentation, instructions, and procedures,

?    Monitors and documents post-implementation problems and revision requests.

•    Acts as a liaison between ITS and Finance, maintains efficient channels of communication between personnel, and establishes maintenance and implementation processes that bring appropriate resources to projects in a timely manner.

•    Ensures accurate deliverables, new functionality and reports are delivered to the Finance department through self-testing and user acceptance testing. This includes preparing test plans and project management of the business resources for the testing, if necessary. 

•    Works with team members to develop project plans including vision, scope, timelines, requirements, development, deployment, testing, maintenance and updates/upgrades.  Regularly communicates progress to business users. 

•    Designs and implements data delivery solutions to support Finance reporting and analytics needs.

•    Researches proactively and locates the necessary tools and processes to identify technology-related issues as they develop, analyzes/predicts trends and develops a long-range plan designed to anticipate and resolve issues and prevent recurrence.

•    Develops, coordinates, and implements plans to test business and functional processes during system development and quality assurance testing.

•    Designs and assists with implementation of technology solutions to improve business processes by automating and/or streamlining finance transactions with IT systems.  

•    Participates in various projects intended to continually improve/upgrade the department’s technology effectiveness.

•    Prepares and distributes reports on a timely basis to pertinent personnel and management.

•    Maintains and/or develops system documentation, data integration processes and user training.

•    Stays abreast of finance technology and recommends future system enhancements and/or system upgrades.

OTHER RESPONSIBILITIES

•    Assists in the accomplishment of Insperity Company goals.

•    Helps other employees to accomplish Insperity Company goals.

•    Performs other duties as may be assigned by department supervisor.

•    Participates in the Disaster Recovery plan as required.

EDUCATION / EXPERIENCE REQUIREMENTS

•    A Bachelor’s Degree in Accounting, Finance or Information Systems is required.  

•    Five or more years of progressive experience in administration of financial management systems is required. 

•    Lawson Financial management/administration experience is required.  

•    Prior managerial and system implementation experience are preferred. 

KNOWLEDGE / SKILLS

•    Excellent organizational skills and an ability to learn new concepts quickly.

•    Demonstrable analytical and statistical skills.  

•    A positive attitude, with a sense of urgency directed toward the provision of successful solutions for specific projects.

•    Originality, ingenuity, aptitude and strong knowledge of the business analysis field in order to complete moderately complex assignments, effectively analyze problems and generate working solutions. 

•    Clear understanding of business processes and value propositions and able to provide strategic guidance to project teams. 

•    Strong teamwork and interpersonal skills at all management levels, and possesses a strong desire to succeed as a team.

•    Adaptability in an ever-changing software development environment.

•    Understands and applies business and technical processes to support expected customer service levels.

•    Demonstrated basic knowledge of business and technical modeling methodologies (e.g. business process modeling, data modeling).

•    Ability to command control of a problem and help organize resources and knowledge to attain solutions.

•    Confidence, creativity, and knowledge of emerging industry practices when solving business problems.

•    Strong facilitation skills related to meetings and team interaction.

•    Proven customer service skills.

•    Communicates tactfully and effectively, verbally and in writing, able to express complex technical concepts in business terms, and maintains effective work relations with those encountered in the course of employment.

At Insperity, we celebrate the diversity of our employees and our leadership. Insperity is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.