About this role
The Finance Systems Analyst at PoloWorks is responsible for the administration, governance and ongoing development of the company’s finance system, Sage Intacct. This role ensures system integrity, appropriate user access, accurate financial data and efficient workflows, while acting as a subject matter expert and key point of contact for finance system users across the business.
User Access & Security Management
- Set up new finance employees as business users within finance systems.
- Set up new employees as timesheet users and manage timesheet approvers.
- Process access change requests and maintain appropriate system permissions.
- Perform quarterly access reviews to ensure compliance with internal controls.
- Conduct segregation of duties (SoD) reviews and maintain related controls. System Administration
- Administer and maintain: Timesheet codes Sales invoice set-up and amendments General Ledger (GL) account set-up and changes Bank detail input and updates Dimensions and custom field changes Smart events and system triggers Statement of Work (SoW) codes and employee access Master Data Management
- Set up and maintain new customer records.
- Set up and maintain new supplier records.
- Support the set-up and onboarding of new legal entities.
Workflow & Period-End Management
- Manage and maintain finance system workflows.
- Support the closing of financial periods within the system.
- Input month-end exchange rates and obtain Group approval for posting.
Reporting & Development
- Deliver ad hoc system development and configuration enhancements.
- Develop, maintain and improve system reports to support finance and business requirements.
Training & Support
- Provide system training and onboarding for new users.
- Act as the finance systems subject matter expert, providing ongoing user support and guidance.