Financial Systems Analyst

Job Description

This role sits at the intersection of tax, technology, and process improvement. The specialist will partner closely with the VP of Tax and key stakeholders across Finance and IT to observe, assess, and enhance existing tax processes. The primary focus is on making tax data and workflows more visible through automation, dashboards, and analytics—enabling more accurate compliance, stronger controls, and executive‑level insights. This role is a new position with tons of visibility and room to shape the long term direction to either a tax/ tech hybrid role or a broader tech path.

In this role, the individual will evaluate two primary tax products and provide recommendations on tools such as Lock Splash, while leveraging available solutions including Power Suite, Alteryx, and CorpTax (commonly used in public accounting and Big Four environments). The outcome of this work will be improved transparency, efficiency, and decision‑making across the tax function.

Key Responsibilities

Assess and document end‑to‑end tax processes to identify inefficiencies and improvement opportunities

Improve tax workflows through technology enablement and automation

Identify and implement automation solutions to enhance accuracy, timeliness, and data integrity

Design, build, and standardize tax dashboards and analytics to support compliance and reporting

Partner with the VP of Tax to develop executive‑level reporting and presentation materials

Extract, transform, and analyze tax data to support tax positions, workpapers, and reporting

Support federal and state tax compliance, provisions, and effective tax rate calculations

Develop tools and reporting to monitor subsidiary margins and support transfer pricing analysis

Collaborate with IT and Finance teams to improve system integrations and data flow

Provide data and analytics support for audits and tax authority inquiries

Train and support internal users on tax systems, tools, and reporting platforms

Assist with tax planning, modeling, and special transactions as needed

Provide input and recommendations on tax technology solutions, including Lock Splash

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

Skills and Requirements

Must Haves

-Bachelor's degree in Accounting, Information Systems, Finance, Business Analytics, Data Analytics or related field

-3+ years of experience in a systems, analytics, automation, or process-improvement role

(Finance, accounting, tax, IT, or enterprise systems environment)

-Hands‑on experience with analytics, reporting, or workflow automation, such as:

Power BI

Power Automate

Alteryx

Tableau or similar BI tools

-Ability to create or modify workflows, automate manual processes, and improve data visibility

-Strong capability to extract, manipulate, and analyze data across multiple systems

-Comfortable partnering cross‑functionally with Tax, Finance, IT, and senior leadership

-Clear communicator who can explain technical concepts to non‑technical stakeholders

-Strong Excel and Microsoft Office skills (data analysis, reporting, templates)

-Experience working with, supporting, or integrating data from ERP or enterprise systems

(Oracle strongly preferred but not required) Plusses

-Experience with Oracle (power user), SAP, or similar ERPs

-Exposure to CorpTAX, Hyperion, Essbase, or Smart View

-Prior experience supporting:

Tax compliance

Provisions

Transfer pricing

-Dashboard development for executive-level reporting

-Experience supporting audits or regulated environments

-Background in manufacturing or technology companies