We are seeking a Solutions Specialist to join our team, focusing on Finance and Operational functions within the OW ERP application. This hybrid role combines analytical expertise with project coordination skills, ensuring that business needs are identified, and projects are executed successfully. You will collaborate closely with cross-functional teams, stakeholders, and management to deliver projects on time and aligned with organizational objectives.
Key Responsibilities
User Support:
Provide first-line support for ERP modules, including General Ledger, Accounts Payable/Receivable, Financial Reporting, Resource Management, Project Management, Time & Expense, and Billing modules. Translate business needs into effective configurations and workflow enhancements within the platform.
Stakeholder Engagement:
Work proactively with Finance stakeholderssuch as Accounting, FP&A, Payroll, and Audit and other operational areas such as HC and Talent Management to gather, document, and analyze business requirements, ensuring alignment with financial control and compliance standards.
Cross-Team Collaboration:
Act as a liaison between Finance, HC and Technology teams, including Salesforce specialists and vendors, to design configuration changes, integrations, and process automations. Document technical specifications, data flows, and user stories for clarity.
Process Optimization:
Map, evaluate, and streamline current processes to identify improvement opportunities. Champion the implementation of best practices, such as automated invoice processing, expense management, and compliance reporting.
Project Management:
Assist in the development of project plans, defining scope, and coordinating cross-functional teams to ensure objectives are met effectively and efficiently.
Testing and Validation:
Create and execute comprehensive test scripts for new features or updates within an ERP system, including unit, integration, and user acceptance testing. Validate data integrity and system functionality in financial workflows.
Stakeholder Communication:
Serve as the main point of contact for project stakeholders. Facilitate workshops and meetings, ensuring all parties are informed of progress, challenges, and decisions.
Transition Support:
Support transition activities by developing training materials and communication plans, promoting smooth adoption of new processes or solutions across the organization.
Experience
Bachelors degree in Business, Information Systems, Accounting, Finance, or a related field.
3+ years experience in business analysis, finance systems support, or project management roles, ideally with exposure to ERP/Financial Management solutions (Certinia/FinancialForce, Oracle, SAP, Workday, or similar)Salesforce platform experience is a plus.
Hands-on experience supporting or implementing financial modules such as General Ledger, AP/AR, Fixed Assets, or Financial Planning.
Proven ability to work with cross-functional teams and deliver process/system improvements in a high-paced, global environment.
Skills
Proven ability to manage end-to-end projects and deliver business value.
Strong analytical, organizational, and finance process mapping skills; demonstrated ability to document and improve finance-related workflows.
Technical aptitude with cloud-based ERP/Financial applications; knowledge of PSA applications, Certinia or Salesforce ecosystem highly valued.
Experience with data/reporting tools, dashboard creation, and reconciliations in financial software.
Proficient in Microsoft Office (Excel, PowerPoint, Word) and project collaboration tools (Azure DevOps, Service Now, Jira).
Highly effective verbal and written communication, able to translate between business and technical audiences.
Familiarity with Finance compliance, controls, and audit requirements in SaaS/cloud environments is a plus.
Experience with documentation and collaboration tools (Confluence, SharePoint) for requirements, release notes, and change management.